One of the biggest differences in the industry compared to others is the way we procure goods.
Every day you get in new orders from customers of which some of the garments are required at the same.
Previously printing shops would spend hours paging through work orders and building lists of which garments they need to purchase. This took hours of their time not to mention the probability of making errors.
Some shops simply took the work orders and submitted them as purchase orders to the distributors.
The problem with that was that not all the goods on the same work order would neccessary come from the same distributor.
Also the distributor handled each order as a separate order which means every order had a new shipping charge.
You can use the PO wizard in 2 ways:
You can switch between each method at any time. No matter which method you prefer, by using FastManager's PO wizard you can create accurate purchase orders in minutes.
This feature alone will save you thousands of dollars a year.
To open the PO wizard, click on PO Wizard
under the Purchases
group from the main explorer bar on your left.
FastManager may take a few seconds to scan all your orders and consolidate your items.
Now decide how you want to order:
To have FastManager gang up all the items you need to order from all your current WIP, you would create consolidated orders.
Consolidate
tab is selected.
Consolidated
tab, you are able to filter out certain WIP that you do not want to purchase for at this point in time by changing any of the filter settings and then clicking on the Refresh button.
Refresh
button. FastManager will then only select WO's due in 3 weeks or less and add those items to the wizard.
The items you need to order are grouped by Vendor.
Select
link.If there are items that you would rather order from another supplier, you can right click on the item and select switch supplier.
For example you can select to order the 5000B
from Alpha instead of Bodek or the other way around.
By default all items are selected to be ordered, but you can exclude items from this order (they will remain on the PO Wizard, ready to be included in a future PO)
What happens if I only want to order some of the total quantity required for a line item?
This is very typical if you are unable to find a vendor who has the total number of items in stock and you may want to split the PO between multiple vendors.
Req
column. Order
column. FastManager will update the new quantity required once you have placed the order. You can then order the remaining quantity from another supplier.
Why do I need to order so many items?
All items are listed in a “parent - child” relationship. The parent will give you the total number of items you need to order.
If you click on the plus icon then the tree will expand and you can see for which order the items are for.
Expand
or Collapse
buttons respectively.
Comment
column.You can add comments in the form of a remark line in the purchase screen.
I want to print out the required purchase order list for review.
What if I make a mistake?
Don't worry about getting everything perfect. You can adjust the Purchase Order at any time once it is created.
So can we create the PO already?
To create a Purchase order, click on the Create Order
button.
From the Purchase Order screen you can add or remove items and much more. For more information on this screen, see Editing Purchase Orders
You now send the purchase order to your vendor by clicking on the Print
button. You can choose to fax the order, call it in, use your vendor's web site or in the case of some vendors, send the order in real time.
Back to the Purchase Order Wizard
The PO Wizard will now adjust to reflect the items you now require.
Refresh
button.If I have the stock module activated, how does it effect this screen?
The stock module will effect 2 areas of the PO Wizard:
This option is very similar to ordering consolidated accept that you will only be ordering goods for a single work order.
To create purchase orders by WO, please ensure that the Order by WO#
tab is selected
As when consolidating your Purchase Order, you will also see a list of the items that you need to order grouped by vendor.
If you need to order from multiple vendors then you will also see how many vendors you can order from and you can navigate between these vendors in the same way when ordering consolidated.
You can view a list of all the Work Orders for which goods need to be ordered if you Click on the Edit WO List
button,
»
and Previous «
buttons.
To view the items required for a specific work order, double-click on it
Make PO's fool proof?
When ordering by WO you can also select to use the Work Order Number
as the PO Number
number when creating the order.
Use WO# as PO# number when ordering by group
.
#
will be a sequential number.
You can make all the same changes to the supplier, quantities and cost as you can on the Consolidate
tab