Order production options
Duplicate orders
When we want to save time, we can duplicate an existing order while making changes to the order details and product table.
Duplicate opens an existing order for editing and allows it to be produced as a new order after changes.
Order correction
After sending an order, we can update and change any order details and resend it with the same order number to the supplier.
The supplier receives the order with the caption "Correction of Order No...." This prevents confusion and double supply.
הפקת הזמנות רכש
A purchase order is generated by filling out an order form that includes several details:
1. Choose a provider - the email and fax will be retrieved automatically
2. Selecting a project or alternatively a delivery location
3. Fill out a table of items to order by free typing or selecting from a catalog.
4. Attach a file sent with the order by email.
5. Registering additional details for the order
After production, the order will be sent to the fax and email specified by the supplier. If the supplier card does not include email or fax data, they can be recorded in the order and they will be saved in the supplier card for future use.
Actions that can be taken with orders
Signing an order before it is produced
An order system allows you to create processes for approving an order before it is produced. For example, the first employee can save an order as a draft, while the second employee can see the drafts for his approval and edit them.
The second employee signs orders that he approves, and only then can another employee begin producing only the signed orders for suppliers.
Specify a project or delivery location for each order
Each order must specify a project that includes a location, or alternatively, you can specify just a location. Location is specified using Google Maps.
Saving orders for draft
לא פעם אנו נתקלים בבעיה כאשר יש צורך לשלוח הזמנה אבל עדיין מחכים לתשובות לגבי כמויות או מחירים.
הפתרון לכך נמצא ב שמירת הזמנות כטיוטה, פעולה שעוזרת לנו לשמור פרטי הזמנה ללא הפקתה לספק.
שמירת הזמנה לטיוטה מאפשרת עריכה ועדכון עד לקבלת החלטה על הפקתה והפיכתה להזמנה סופית שתשלח לספק.
לבחירתכם, הזמנת טיוטה יכולה להיות מופקת לספק עם כותרת " הזמנת טיוטה" וזאת כ בקשת מחיר לפריטים שבהזמנה.
Producing an order by fax and email
כל ההזמנות מופקות לפקס או למייל של ספק כמסמך דיגיטלי.
Attach a file to an order
With each order, you can attach one file that will be sent by email along with the order.