** Please visit our
new Cloud Retailer Help Desk https://helpdesk.cloudretailer.com. **If you want to prevent products from being purchased, add the tag of InventoryPurchaseDisabled to that product** The two methods by which we can use to create a purchase plan are;
The process is basically the same for both, the only difference being the target quantity of a particular item. Here's the basic process; Please note the order of operations below is very important and that each option must be applied with the magnifying glass. This includes suppliers, filtering, and custom views. Using QTO tools before all filtering is completed can result in unwanted items on saved PO's. Please pay special attention to step 7 below.
* - Please see Screenshot 1 attached to this Article for an example filters
** - When viewing the QTO Calculations, it may be helpful to click the optional Show Statistics Window button. Please see Screenshot 2 attached to this article for an example of the Statistics Window.
Q&A
1. I don't have any Minimum or Maximum quantities, can you create them for me based on a formula?
YES! Please contact your Customer Success Manager to schedule time with one of our Customization Engineers to implement this.
2. I'd like to order based on past sales, can Cloud Retailer order in Cases?
YES! When selecting your past sales date range, make sure to check the option to order in round cases. 3. I have a really good idea that I'd like to see implemented in Supplier Purchase Planning
Awesome! We love ideas, and we're open to implementing novel new ideas that could help make the purchasing process easier. Please consider submitting your idea using our feature request form Here.
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