A purchase order is a consolidation of all your sales orders, which you would generate for your collection that is issued to your maker. It will breakdown all the styles, colours, sizes and quantities needed to manufacture your collection.
For example, if you have a new collection coming up you would have entered all of your wholesale sales orders into the system. Your supplier would like a report, which will list all the styles by colour so that they know much to make to fulfil your wholesale orders. Indigo8 Enterprise enables you to gather all your wholesale orders and consolidate it into a single purchase order for your supplier.
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Click one of the arrows on the centre bar and choose Sales Order Allocation. Using this module you will be able to search and select sales orders, which you would like to consolidate onto a single purchase order.
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2. When you get to the Sales Order Allocation screen, you will need to filter your search criteria based on the sales orders, which you would like to generate a purchase order for.
There are a number of ways in which you could filter your sales order search.
Typically you would search by line so that it will return all the given styles for the current collection you are manufacturing.
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By SO# - This will display all the styles contained within a single sales order. Typically this would be done if you were creating a back-to-back sales order and purchase order.
By DELIVERY – As each sales order contains a delivery warehouse in order to signify which delivery address the order belongs to, you can filter your sales order search by warehouse. Typically this would be selected if you were creating a purchase order that would require all styles to be delivered to the same delivery address.
By SUPPLIER – This will display all styles, which are manufactured by the selected supplier. A supplier can be saved against a style, which is used to represent the maker of the style. This search option is best used if all styles in your given collection have a supplier saved against them. This way you could filter you search by supplier and generate your purchase order directly to them. If you have multiple suppliers per collection, you could generate a separate purchase order by supplier.
By T.ENTITY – If you sell in multiple trading entities you could filter your sales order search by trading entity. This option allows you to select sales orders that use the selected trading entity.
For example if you have 2 trading entities in your system which are called “USA” and “AU”, when creating your sales orders you would have selected which trading entity would be used per order. For your American customers you would have selected “USA” and for your Australian customers you would have selected “AU”. Since you have sales orders, which contain 2 different currencies, on the sales order search, you could filter your sales orders by the 2 different trading entities. This option is recommended if you wish to create separate purchase orders per trading entity using a similar example as per above.By SO TYPE – In Indigo8, each type of sales order has a specific type assigned to it. This option is typically used if you wish to create sales orders per sales order type.
All wholesale sales orders have a “STD” “STD” type assigned to them.
If you have an integrated website with Indigo8 these types of sales orders are assigned as “WEB”“WEB”
If you havean integrated Point of Sale with Indigo8 you could filter your search by “POS”“POS”.
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In most instances you would generate a purchase order as for wholesale “STD”. |
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By GROUP BY STYLE (checkbox) – If this is selected it will display all sales orders by style. For example, if you are searching by a specific line and “GROUP “GROUP BY STYLE” STYLE” is checked, it will organise all the given sales orders by styles.
This is quite helpful if you need to select certain styles and assign them to a specific purchase order if some of the styles within your collection are made by different makers.
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