The Required tab opens with the Standard tab selected by default. Click Advanced for more options:
- All Brands – selected by default. Clear the option and click on a brand in the list to shop for one brand. Brands are selected on the Stock Card.
- All Manufacturers – selected by default. Clear the option and click on a manufacturer in the list to shop for one manufacturer. Manufacturers are selected on the Stock Card.
- All Sectors – selected by default. Clear the All Sectors option, then select one or more sector from the list. Sectors are selected on the Stock Card.
- Limit Months – default 3 months. Will only look at orders, within the set number of months, when creating a shopping list.
- Include Call-offs – default cleared. If selected, will shop for stock to fulfil CALL type call-off orders.
- Use Stock for PWL – default cleared. Pick, Wrap and Label orders are usually wrapped at the suppliers before being delivered to a dealer, so a dealer's stock will not be checked. When selected, stock is taken into account.
- Auto Enquire – default cleared. When selected, when a Shopping List is created, a stock enquiry is run automatically.
- Keep Shopping Active – default cleared. A shopping list belongs to a login, so when you Shop for selected, items are flagged as part of your shopping list. When cleared, clicking Shop for selected, removes the flag for shopping list items which are not linked to your login. When selected, items remain flagged.
- Use lead time and working days – default cleared. When selected, traders' lead times, products' lead times and sales orders' delivery dates are taken into account when shopping on a particular date.
Example
If a product has a trader lead time of 2 days, a consumer lead time of 3 days, and a sales order line is placed with a delivery date of 6 October, the item will appear on your shopping list on 1 October. Working days are also taken into account.
Note: This setting is only displayed when the option Enable delivery date visibility on SORD and CART is selected.
- Ignore shopped orders on hold – default cleared. When selected, any sales orders that have already been shopped for and subsequently placed on hold will be ignored when calculating available stock.
See Also
