Overview

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

Reference

Buttons

Image	Field	Description

Image	Field	Description
	Extract Products	Generate the lines for this purchase run
	Add Product	Add a product to the purchase run
	Generate Orders	Generate the purchase orders defined in this purchase run
	Generate Email Batch	Generate an email batch to send orders for the purchases

Fields

Field	Description

Field	Description
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.

Suppliers Tab

Button

Image	Field	Description

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

Field	Description
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

Product information per supplier

Field	Description

Field	Description
Product	Product ID and Product Name appear in this field
Qty	Qty that the system thinks you need to order based on the criteria you used in the extract products window
Product Unit	The unit the qty refers to that is being proposed to be ordered
Unit Quantity On Hand	The qty on hand based on the default sell unit
Price Ex	The price ex per unit
Value Ex	The total value ex per line (Qty x Price Ex)
Value Inc	The total value inc per line (Qty x Price Inc)
Lead Time	The date the product will be due to come in to your site. From the point in time that you send the order to the supplier, to the point where it lands in your site.

Item Details sub tab

Field	Description

Field	Description
Count of Weekly Sales	The count of time it sold per week - used when processing a purchase run based on average weekly sales.
Qty of Weekly Shipments	The total qty of shipments per week - used when processing a purchase run based on average weekly sales.
Stock Required	This is the stock required for this item
Qty on Sales Back Order	The qty on sales back order for this item
Qty on Purchase Order	The qty on outstanding purchase orders for this item
Qty Allocated	The quantity allocated for this item
Qty On Hand	The quantity on hand for this item
Unit Qty on Hand	The qty on hand based on the default sell unit on the product
Qty Available	The quantity available for this item
Quantity Sold	The quantity sold for a recent range of dates. The criteria that determine the number of days used is locked in the program and does not change based on which method you use to extract the lines. The sales for the previous two months starting from today are always used, but only for the product from the selected supplier( Technically Product movement supplier is current supplier, date from two months ago up to today) If today was 14/12/2021. The criteria would be Date >= 2021-10-14 and Date < 2021-12-15 and the supplier is the supplier for this purchase run item.
Net Qty On Hand	The net quantity on hand
Lead Time	The number of days that the product takes to get to your site. From the point in time that you send the order to the supplier, to the point where it lands in your site.

Message sub tab

This feeds off the product you've selected on the Item Details tab and the filter selected (i.e. All, Order Required, Order Not Required)

If you've selected a product to be ordered, the Messages tab will have a message along the lines of...

Min Reorder Qty: 2
Qty of Weekly Unit Shipments: 0.000
Min Qty of Weekly Unit Shipments: 0.5
Weeks of Floor Stock: 5
Calculated Stock Required: 0
Count of Weekly Sales: 0
Min Count of Weekly Sales: 0.9
Net Qty on Hand: 2
Max Reorder Qty: 10
Final Stock Required: 0.000
Stock to Order (Each): 6.000
Rounded Stock to Order (Unit): 16.8

--- Additional Figures ---
Qty on Hand: 2
Net Qty on Hand: -3
Total Qty of Unit Shipments for Date Range: 0
Total Count of Sales for Date Range: 0
Min Order Qty (for Rounding): 12
Qty Per Box (for Rounding): 1

If you've selected a product to be ordered, the Messages tab will have a message along the lines of...

Qty of Weekly Unit Shipments: 0.000
Min Qty of Weekly Unit Shipments: 0.5
Weeks of Floor Stock: 5
Calculated Stock Required: 0
Count of Weekly Sales: 0
Min Count of Weekly Sales: 0.9
Net Qty on Hand: 4
Final Stock Required: 0.000

Excluded because:
- Net quantity on hand (4) is already greater than or equal to the stock required (0.000)
- Count of weekly sales (0) is less than the minimum weekly sales count required (0.9)
- Quantity of weekly unit shipments (0) is less than the minimum weekly unit shipment quantity required (0.5)

--- Additional Figures ---
Qty on Hand: 4
Net Qty on Hand: 4
Total Qty of Unit Shipments for Date Range: 0
Total Count of Sales for Date Range: 0

Suppliers sub tab (The supplier of the product selected above)

Shows the list of products per supplier (there may be more than one)

Field	Description

Field	Description
Supplier	The supplier code and the supplier name
Minimum Order Quantity	The minimum order qty for the selected product above per supplier record
Is Primary	Flagged with a tick for the 1 supplier who is the main supplier you get that product from
Supplier Product ID	Supplier's code for the product
Stock Level	Level of stock for this product (relevant for those suppliers we are able to get that feed from)
Stock Level Updated	Date the stock level was last updated
Cost Price 1	This field shows the cost price per supplier for the selected product above

Outstanding Sale Orders sub tab

Any outstanding sales orders that the selected product above may be on. (i.e. back orders)

Field	Description

Field	Description
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

Field	Description
Supplier Product ID
Min Order Qty (Each)
Default Buy Unit
Buy Ship Unit
Default Order Unit
Is Primary
Default Order Unit
Archived
Supplier

Cost Prices

Field	Description

Field	Description
Cost Price 1- 10

Product Movements

Field	Description

Field	Description
Date
Transaction Number
Location
Quantity
Card
Transaction Type

Sales Order Lines

Field	Description

Field	Description
Product
Product Name
Unit Quantity Ordered
Unit Quantity Allocated
Unit Quantity Back Ordered
Unit Quantity On Shipments
Product Unit
Unit Quantity On Hand
Unit Price Inc Tax
Discount Percent
Tax Code
Tax Value Ordered
Value Inc Tax Ordered
Supply Type
Has Notes
Backorder Date Due

Purchase Order Lines

Field	Description

Field	Description
Product
Product Name
Unit Quantity Ordered
Unit Quantity On Order
Product Unit
Unit Quantity On Hand
Unit Price Inc Tax
Discount Percent
Value Ex Tax Ordered

Purchase Runs