PO Creation can be tricky; how do you know what products you need to order from each vendor and how many? Typically, you’d do it based on the past history, how many you sold in last year, last 6 months, etc., plus how many you have in stock, how many on backorders… There are many variables, and there is no simple way to get all this information in one place in Sage 300.
This is where the power of custom business processes comes to help. A customer wanted a streamlined process of creating the purchase orders and Optimize Business Consulting helped them by creating a custom web application. The application looks like this:
The process starts by selecting a vendor. The application displays the vendor information as well as any notes or special instructions associated with them. Then, it analyzes the sales history for the items associated with the vendor and displays the sales in the last 12, 6, 3, 2, and 1 month, some information about outstanding POs and sales orders, as well as the vendor cost and selling price for each item. Looking at that screen, the purchasing personnel can make easy decisions on what items need to be orders and how many to order.
With a click of a button, a new PO is created and emailed to the vendor automatically.
Let us know if you need something similar or if we can help optimize your business by creating custom processes like this one.
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