Suppliers: Purchase Order Settings

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Contents of this Topic: ShowHide

Overview

The Suppliers: Purchase Order Settings tab is where specific ordering information for a given supplier is recorded.
Both Standard and Drop-ship Purchase Orders are supported by the program.
To make changes to the settings, select the Edit button in the upper right-hand corner.
To access the Purchase Order Settings screen go to one of the following locations:

Main Menu>Manage My Inventory>Manage My Suppliers>Purchase Order Settings

Main Menu>Manage My Inventory>Manage My Inventory>Suppliers>View Suppliers>Purchase Order Settings

Description of the Screen

Standard Purchase Orders

Order Method

There are several methods by which standard purchase order information can be sent to the supplier.

Print for Mailing Radio Button

- the purchase order is sent to the printer

Print for Faxing Radio Button

- the purchase order is sent to the printer

Fax Automatically Radio Button

- the purchase order is automatically sent by a fax device available to the program

Email Automatically Radio Button

- select this button to send the purchase order information by the email method specified in the Store Setup Wizard

Report/Email Templates

Use the Report/Email Template fields to designate the format used to create the purchase order

Mail Field

select a report template from the drop-down list or manually type in the name of the desired report

Fax Field

select a report template from the drop-down list or manually type in the name of the desired report

Auto Fax Field

select a report template from the drop-down list or manually type in the name of the desired report

Email Field

select an email template from the drop-down list or manually type in the name of the desired template

Drop-Ship Purchase Orders

Order Method

There are several choices for sending drop-ship purchase order information to the supplier, which are:

No Drop-shipping

prohibits the program from creating drop-ship purchase orders for this supplier

Print for Mailing

the purchase order is sent to the printer

Print for Faxing

the purchase order is sent to the printer

Text File Export

the program stores the purchase order information in a text file specified in the Export File field

Fax Automatically

the purchase order is automatically sent by a fax device available to the program

Email Automatically

select this button to send the purchase order information by email

Attach Text File

to automatically send the text file to the supplier via email, select this box along with the Email Automatically radio button

Report/Email Templates

Use the Report/Email Template fields to override the default report format (which is selected in the Drop-shipping section of the Store Setup Wizard) for a given supplier, if necessary.

Mail Field

select a report template from the drop-down list or manually type in the name of the desired report

Fax Field

select a report template from the drop-down list or manually type in the name of the desired report

Auto Fax Field

select a report template from the drop-down list or manually type in the name of the desired report

Text File

indicates the name of the Fulfillment Template to be used when creating the text file
it is necessary to delete or rename the text file after the data is emailed to the supplier in order to prevent orders from being duplicated (the program will continue to append order data to the text file, if it exists)
refer to Drop-shipping via Fulfillment Center Text Files for more information

Email Field

select an email template from the drop-down list or manually type in the name of the desired template

Export File

indicates the path and name of the export file to contain the purchase order information
each supplier should have their own export file

Additional Options

This section of the screen contains other miscellaneous information that may apply to your suppliers.

Terms

contains a list of payment terms that have been defined in Monsoon Order Manager via the List Maintenance feature
select the set of terms that applies to the given supplier

Minimum Order Amount

the program warns the user if the purchase order total falls below this threshold

Free Freight Level

enter the level at which the supplier provides free freight shipping

Email BCC Address

enter an email address (for your company) to receive a copy of all purchase orders emailed to the supplier

Default Shipping Method

enter the default shipping method for orders coming from this supplier

Currency Type

set the default currency type required by a given supplier

Additional Information

Drop-Shipping via Fulfilllment Center Text Files

List Maintenance

Store Setup Wizard Introduction

Created: 1/27/12

Revised: 4/20/12

Published: 08/19/15