Adding products to a purchasing catalog is done in two ways:
2.Inputting new items and their prices from Excel
You can easily import thousands of items and their prices into an Excel spreadsheet for a purchasing catalog. The method allows you to request their entire catalog from many suppliers and import it, along with prices and discounts, into the system.
Mode of reception:
1. Receiving a supplier's products from Excel will list their prices for each item.
2. Receiving products without specifying a supplier to fill out a catalog in general.
After uploading an Excel file with items we want to record, the system will present them to us for review and editing before final recording. Items that already exist in the system will be identified and will not be recorded again.
If we receive an Excel file with prices for a supplier, the system will identify the items in the catalog and only update the price. This way, you can easily update a supplier's prices.
1. For self-information from orders
During the production of purchase orders, the required products are entered in free-typed text and the system enters the new products and their prices into the purchase catalog. There is no longer a need to set up items before ordering, the work flows and the catalog is filled with new products. After a few weeks of using the orders, the catalog will include most of the products you consume.
After filling out a catalog with products and their prices, the system will populate existing products when you type them into the order and update the price according to the selected supplier.
The system checks each typed item against the existing catalog based on two pieces of data:
1. Item name
2. Units of measurement
After identifying an item, the system knows that it exists in the catalog, and therefore all purchases made will be associated with it.
Additional actions that can be performed in the procurement catalog
Deleting an item
Once the item has been created in the procurement catalog, it cannot be deleted. There are several other options:
1. Change or correct the name of the item if necessary.
2. Making an item inactive - This will prevent the item from being seen when selecting products on the orders screen. The intention of making an item inactive is to isolate it and make it disappear whenever products are retrieved on the purchasing system screens.
Moving an item to inactive status will still preserve all purchase history for the item.
You can always return the inactive item to active status.
Merging products and their data
Registering a new item in an order with a slight change in its name will establish it as a new item even though we may have such a product just with a slightly different name.
We solve this problem in an easy and friendly way. The system allows you to merge many items with different names into one item while defining its main name. After merging, all the names of the merged items are registered as additional names for the item. This way, it doesn't matter if the next time you enter the name incorrectly, the system will still recognize the required item and display a main item name that has been set along with additional names.
Merging items also merges all purchasing data and the prices of the merged items.
נתוני פריט בקטלוג רכש
לכל פריט במערכת רכש ישנן מספר נתונים נוספים שניתן להזין:
1. אורך, רוחב, גובה ומשקל
2. תאריך יצירה והמשתמש היוצר
3. מספר פריט או בשמו היותר מוכר - מק"ט
4. תמונה
5. מחיר כללי \ אחרון
6. קטגוריה אליה שייך הפריט
Establishing categories for different product types
In order to visually organize the purchasing catalog, we can create categories into which we will sort our products. Products can be easily moved from one category to another.
General price for control
For each item we order, a final price is updated, which is the overall price for the item. This allows for control because if we come and order the same item again from a different supplier at a different price, the system will pop up a message that the final price was different.
צירוף תמונה לכל פריט
For each item in the purchase catalog, you can upload an image. At any time, you can download the image to your computer and embed it, for example, in an order that is sent in order to accurately satisfy our wishes.
Item purchase report
Information is accumulated for each item in the procurement catalog. Clicking on each item shows its procurement data in the panel below, including: projects, prices, suppliers, dates, and price lists for each supplier separately. This way, we always know where the item was ordered, in what quantities, and at what prices.