Overview
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This feature is not available in Readysell Lite. |
A purchase run is used to determine what products need to be ordered and in what quantities. Readysell provides two basic ways to calculate this: by defining minimum and maximum stock levels for a product (Min Max), or by considering average weekly sales.
Getting Started
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| Field | Description |
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| Type | This is the transaction type for this purchase run (i.e: PURSUG (Purchase Suggested Order)) |
| Number | The unique number for the transaction of this Purchase Run |
| Status | The status for this Purchase Run (e.g: open, posted etc) |
Date | The date and time the purchase run was created |
| Description | The description for reference of the purchase run |
| Purchase Run Type | Purchase run type is selected when a "Extract Products" occurs on a purchase run.
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Suppliers Tab
Button
| Image | Field | Description |
|---|---|---|
 | Delete | Allows you to delete a selected supplier or selected suppliers off the purchase run without deleting the whole purchase run |
 | Extract Products | Brings up the purchase run selection window so that you can extract products and their suppliers based on the criteria of this window onto the purchase run |
 | Change Supplier | Allows all products on a single purchase run to have their supplier set to one common supplier with a single button Once a day. A purchase order run is created for the wholesale supplier. Their may be many suppliers on the purchase run. The user clicks a single button, selects the required supplier and all purchase order lines on the purchase run change supplier to the supplier that was entered. |
 | Filter | There is a filter on the purchase run window which can show Order Required and Order Not Required and All. This filter is just above the lines to be ordered. Change the filter to Order Not Required, the product should show in this list, the Message tab at the bottom of the screen will show why it doesn't want to order it, you can change the Qty field to read as the quantity you wish to order of this product. |
Supplier's information
| Field | Description |
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| Site | The site for this proposed purchase order from this supplier. If you have more than one site, your purchase run may be for all sites which means the supplier could appear more than once to show a purchase run for each site's supplier |
| Supplier | The supplier the products are to be ordered from (this can change should you wish to change them to a different supplier) |
| Value Ex Tax | The value ex tax of the purchase run generated for each supplier |
| Value Inc Tax | The value inc tax of the purchase run generated for each supplier |
| Min Order Value | The minimum order $ value of the purchase run/order required to order from this supplier. This is Inc GST |
| Minimum Order Variance | The difference between what the minimum order value is and what you've so far added to the purchase run for that supplier |
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| Field | Description |
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| Product | Product Id and Name |
| Qty Ordered | This field shows the quantity on an order |
| Qty Allocated | This field shows the quantity allocated to an order |
| Qty Back Ordered | This field shows the quantity backordered on an order |
| Qty On Shipments | This field shows the quantity on shipments for an order |
| Product Unit | Product unit |
| Price Inc Tax | This field shows the price inc tax on an order |
| Discount Percent | This field shows the discount % |
| Tax Code | This field shows the product tax code |
| Value Inc Tax Ordered | This field shows the product value inc tax ordered |
| Supply Type | Product supply type |
| Note | Product note |
| Backorder Date Due | Product backorder due date |
General Tab
| Field | Description |
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| Supplier Product ID | |
| Min Order Qty (Each) | |
| Default Buy Unit | |
| Buy Ship Unit | |
| Default Order Unit | |
| Is Primary | |
| Default Order Unit | |
| Archived | |
| Supplier |
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The amount of stock that will be reordered is equal to weeks of floor stock x the quantity of weekly shipments
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General Tab
| Field | Description |
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| Site | |
| Period | |
| Value Ex Tax | |
| Value Inc Tax |
Purchase Orders Tab
| Field | Description |
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| Site | |
| Transaction Number | |
| Supplier | |
| Value Inc Tax Ordered | |
| Value Inc Tax On Order | |
| Minimum Order Variance | |
| Status |
Product fields
Each product has a number of fields that govern how it behaves in a purchase run. These fields are set on the Products screen. The table below shows how each field is used in a purchase run, and the tab within the Products screen where each one is located.
| Field | What it does | Used in | Tab |
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| Min Reorder Quantity | When the quantity on hand for any product reaches or falls below the value set in the field of 'Min Reorder Quantity', the system will automatically re-order the product in the next appropriate purchase run. Once the Minimum reorder quantity is reached = Maximum Reorder Qty - Nett Quantity on hand . | Min Max | General tab |
| Max Reorder Quantity | When reordering this product, order enough stock until the Value in the Maximum Reorder. Maximum Reorder quantity - nett quantity on hand. | Min Max | General tab |
| Min Order Quantity | It is the minimum quantity which the supplier requires you to order in. EG min qty = 2 means if the product is purchased by each, you must buy at least 2. If the product is purchased by box or pack you must buy at least or 2 or by multiples of 2 from the.supplier. The system will always round up. Formula = max reorder qty - net qty on hand / min order qty if the pack break is not in eaches eg max reorder = 100 net qty on hand = 10 min reorder qty = 20. purchase order run will order 100 - 10 = 90. Then the system will divide the 90 by the min order qty of 2 = 45 only if the buy unit is not in eaches or box of 1 etc . | Average Weekly Sales, | Suppliers tab |
| Purchase Order | Quantity of stock that is currently on order on an outstanding purchase order. | Average Weekly Sales, | Quantities tab |
| Sale Back Order | Quantity of stock that is currently back ordered on an outstanding sale order. | Average Weekly Sales, | Quantities tab |
| Allocated | Quantity of stock that is currently allocated to customers on an outstanding sale order. | Average Weekly Sales, | Quantities tab |
All quantities are in Eaches, regardless of the units that are defined for the product.
Items Tab
Product information from all suppliers
(similar like : Suppliers sub tab (The supplier of the product selected above) - Shows the list of products per supplier (there may be more than one),
but this showing all products from all suppliers)
Purchase Run Set fields
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