The Shop for group contains three options which change the other options that are available.
Stock and Orders
Shopping for stock and orders should be done at least once each day, before your suppliers' order cut-off times.
Stock and Orders options
- Use Min Stock – The Minimum stock quantity is set on the Stock Card in the Stock Info group. When selected, Use Min Stock checks all the orders to see if the total quantity required is less than the minimum stock quantity. When cleared, shopping is based only on what's needed to fulfil your sales transactions.
Calculation - Use Reorder Levels – The reorder (R/O) stock level is set on the Stock Card in the Stock Info group. This option works in conjunction with Use Min Stock. If selected, and Current stock is below the minimum stock quantity, an order line for the reorder quantity will be raised. If cleared, an order line for a quantity to raise stock levels to the minimum stock quantity will be raised.
- Include Pick and Wrap – When selected, pick and wrap orders are included as a part of the stock and orders shop. When cleared, only delivery methods that are going to come from your stock (e.g. default bulk) are shopped for.
- All Preferred Suppliers – selected by default. The Default supplier for a product is set on the Stock Card, in the header. The default Supplier for a branch can be set in the Stock Info group, which will override the Default supplier. Selecting individual suppliers will only shop for products with that default supplier.
- Available From Any – selected by default. Shops based on the item supplier, rather than the preferred supplier for the product. If you select a supplier it will only bring back products where there is a item available for the supplier you have selected.
Orders
Shopping for orders ignores your stock requirements and only uses sales orders, and similar transactions, to build a shopping list. For composite products (that are not services) the parts are displayed when searching, shopping and raising orders.
Orders options
- Include Third Party – When selected, shops for:
- Customer Delivery by Supplier (Bulk) and
- Customer Delivery by Supplier (Pick and Wrap).
The recommended PWD method is - Customer Delivery by Supplier (Pick and Wrap)
- Include Bulk Orders – Shops for:
- Default (Bulk) and
- Trade Counter - Collect (Bulk).
The recommended Bulk Method is - Default (Bulk)
- Include Pick and Wrap – Shops for:
- Delivery to Us (Pick and Wrap)
- Trade Counter - Collect (Pick and Wrap) and
- Third Party - To Dealer (Pick and Wrap)
- Skip Backorders –
- All Preferred Suppliers – selected by default. The default Supplier for a product is set on the Stock Card, in the Stock Info group. Selecting individual suppliers will only shop for products with that default supplier.
- Available From Any – selected by default. Shops based on the item supplier, rather than the preferred supplier for the product. If you select a supplier it will only bring back products where there is a item available for the supplier you have selected.
- All Cost Centres – selected by default. Cost centres are set per transaction line on the Nominal tab. If you select a cost centre, your shop will be for items which match the selected cost centre.
- All Process Types – selected by default. Process types can be set on a transaction in the Customer tab. If a process type is selected, your shop will be for all items in transactions with that process type.
- All Vans – selected by default. Vans are selected on a transaction in the Customer tab, below the address. You can select one or more vans. Your shop will search for all items from transactions with those vans selected.
Shop by Van
When shopping for orders which you want to deliver using your vans, the only delivery method allowed is Default, so options to do with pick, wrap and deliver orders are not available.
Shop by Van options
- All Preferred Suppliers – selected by default. The default Supplier for a product is set on the Stock Card, in the Stock Info group. Selecting individual suppliers will only shop for products with that default supplier.
- Available From Any – selected by default. Shops based on the item supplier, rather than the preferred supplier for the product. If you select a supplier it will only bring back products where there is a item available for the supplier you have selected.
- All Cost Centres – selected by default. Cost centres are set per transaction line on the Nominal tab. If you select a cost centre, your shop will be for items which match the selected cost centre.
- All Process Types – selected by default. Process types can be set on a transaction in the Customer tab. If a process type is selected, your shop will be for all items in transactions with that process type.
- All Vans – selected by default. Vans are selected on a transaction in the Customer tab, below the address. You can select one or more vans. Your shop will search for all items from transactions with those vans selected.
