Purchasing Entire Buy Lines

Depending on your needs you can purchase buy lines in one of two ways. You can use the Suggested P/O Queue and convert to an actual purchase order, or you can use the Purchase Order Entry screen and use product quantity selection.

For example, you may have a buy line that contains 20 products, and 18 of the products are fast moving items. If that buy line appears on the Suggested P/O Queue, then you know that purchasing this buy line meets a vendor target. You can then convert this buy line to a purchase order from the Suggested P/O Queue.

However, you may have another buy line that contains 20 products, but 10 of the products are slow moving items. You know you only purchase those items once every six months. You have set yourself a reminder to purchase. You can make the purchase from the Purchase Order Entry screen and order only those 10 items off the reorder pad. This purchase does not have to meet a vendor target because you are not purchasing from the Suggested P/O Queue.

To purchase a buy line from the Suggested P/O Queue:

From the Purch > Queues menu, select Suggested P/O to display the Suggested P/O Queue screen.
Display the queue for the branch.
Place the cursor next to the buy line you want to purchase and use the Convert hot key.

The Convert Suggested to Actual P/O screen displays. The Branch and Line fields populate.

In the Line or Emergency field, type L to show all items in the line buy or E to show only short products.
In the Vendor field, enter the Vendor to whom to direct the converted purchase order.
Use the Begin hot key to create an actual purchase order and display the Purchase Order Entry screen and further modify or cancel the order.

For multi-branch networks, when a product is centrally purchased, but not centrally warehoused, the system generates individual, consecutively numbered purchase orders for each child branch.

Press Esc to commit the purchase order.
Press Esc to exit Purchase Order Entry and return to the main menu.

To purchase a buy line from the Purchase Order Entry screen:

From the Purch menu, select Purchase Order Entry to display the Purchase Order Entry screen.
In the Ship From field, enter the vendor name and press Enter.
Select New from the prompt provided.
In the Qty field, type 1 and press Enter.
In the Product Description field, type // followed by the buy line name to display the reorder pad showing the items contained in the buy line.

Note: You can press F10 for a list of buy lines.

In the Qty field, enter the quantities for each item you want to purchase.

Note: Use the Enter key to move to the next product quantity field.

Press Esc to populate the Purchase Order Entry screen.
Press Esc to commit the purchase order.
Press Esc to exit Purchase Order Entry and return to the main menu.