Selecting Suppliers for Orders

Suppliers selected for Orders are held in each Job's Order Profile.

For each Cost Centre/Load combination, the order profile holds:

Supplier

Delivery Date

Standard Notes

Amounts

Attachments (for Emailed orders)

Order Profiles can be copied from job to job either in Copy Quantities or Copy Order Profile.

It is common to use dummy jobs to hold pre-set order profiles. Simply by copying an order profile from one of theses jobs, all suppliers and order details are set

Individual order profiles can be edited

In the Orders module:

Expand the Orders child grid on the Jobs grid, and select a supplier from the drop-down. Only the Preferred Suppliers will be prompted, but you can enter any valid supplier.

Run Quick Pick. The system will select the best supplier to use, according to pre-determined criteria that you setup.

Run the Supplier Selection Reports. This report prices orders for each preferred supplier, making selection simpler

In Quantities module

Ensure Supplier Columns are checked in Quantities Options

Select suppliers directly in Loads grid. if Lock Preferred Suppliers is not checked in Quantities Options, the newly selected supplier is added to the Preferred Suppliers list