Select a Distributor
The first step in loading any Order work item requires you to choose the primary distributor and an account number for use in the order.
The customer’s account numbers are listed here if they exist – otherwise you must add a new one before proceeding.
If an existing distributor account needs to be updated then use the Edit option to change its account number.
Select a distributor and press Continue to load their price list.
- If you're in the Deals Ordering Mode, make sure to select the deal you wish to use.
Select a Product
Pressing the order button on a product line brings up the quantity keypad window with several controls for you to determine the order unit, delivery date and distributor to use.
Orders can be restricted to use a single delivery date or it can allow multiple delivery dates.
This setting is dependent on your organisation's business needs and configured by the Perenso Administrator.
- Single Delivery Date: You can only specify one delivery date across the entire order.
- Multiple Delivery Dates: Along the top of the keyboard are the active delivery dates of the order, always starting with the current date as the default setting.
You can add as many delivery dates as you need as long as they are set into the future beyond today via the + button.
Any unused deliveries (with 0 quantity) will be removed after pressing OK.
Order quantities will appear in each delivery date as units only.
- Selected Distributor:
The distributor is normally selected automatically to use either the customer's default account or the one chosen while opening the Order work item - unless the product is not available through that supplier then a valid one will be appointed instead.
Regardless of this, you can change which distributor account to use per order line by pressing on the Distributor drop down field on the left, then choosing an existing account and pressing Done.
Any existing account numbers associated with the selected distributor should be listed and one must be selected for the correct price list to load.
Note: Distributor accounts are linked to a price list so when you are selecting one, you are actually choosing a price list to load.
- No Distributor Account:
For products that are not available through any of the customer's distributor accounts, it will say 'Please add a Distributor account' so you will be required to add one that can be supplied through.
You can add a distributor using the Add Distributor Account button in the bottom left of the window.
The base order dimension used in Perenso are single units and is the preferred measurement.
However, additional volumes, known as order units, may be created if a product can be sold in specific amounts like dozens (12 units) or gross amounts (144 units).
This option is entirely up to your organisation to add other order dimensions comprised of the base unit.
Perenso will always convert any selected order unit back into single units – so if you elect to order 2 dozen, the interpreted quantity is 24 units.
This makes it much clearer for when you are calculating the average cost per unit, otherwise known as comparing apples to apples.
Each order unit will display the price within its own button to help you calculate or upsell additional quantities at a lower cost per unit.
When ordering a quantity that does not fit evenly into an order unit like in the case of dozens, let’s say 26 units are requested, Perenso detects that 24 units can also be seen as 2 dozen for it to attract this new price while the 2 remaining units continue to use the standard price.
As a result the average price per unit will be adjusted accordingly because the price is no longer the same for all units.
You can press the (i) icon in the entered quantity field to reveal how they are divided.
After taking an order and closing the quantity keypad, the sale/NIS price in the product list screen will adjust itself to use the average price per unit if the order line has used an order unit with different pricing than the base unit.
If rounding has been enabled on an order unit, a triangular arrow icon will appear on the button.
The quantity is always rounded up to the nearest multiple of the set number, for example, a rounding of 5 units will increase an order quantity of 26 to become 30.
Even though you have entered 26 units, the actual amount in the delivery date is saved as 30.
Confirm Order Quantity
Tap OK when you are happy with your order quantity to close the popup.
Depending on which Ordering Mode you are in, this will differ slightly.
For instructions on how to apply deals in the products ordering mode, click here.
If you wish to apply deals in the deals ordering mode, read the article Deals Ordering Mode - Applying a deal.
Modified on: Wed, 21 Mar, 2018 at 2:04 PM
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