Show Open to PO Alert
The "Open to PO Alert" or "PO Alert" feature in the Central Purchase Order Screen helps you stay informed about existing Purchase Order items for a specific Supplier. When you create a purchase order for a particular Outlet and Supplier, Gofrugal HQ monitors those items during the sync process. If you place another purchase order for the same Supplier and Outlet, HQ will display a popup with the total quantity of those items. This feature simplifies the process and helps prevent unnecessary orders.
Let's take a look at the entire process now:
Purchase Order Creation:
Step 1: Navigate to BPM > Purchase Management > Central Purchase > Purchase Order Entry
Step 2: Select the filter like PO Outlet, Ship to Outlet, Items, Category, Supplier Name, and click on the "Apply" button.
Step 3: Fill out the item details on the screen and click on the "Save & Send" button.
If there isn't a current purchase order under the supplier's name, the "PO Alert" button will appear inactive. ]
Step 4: Put your desired Terms & Conditions and then click on the "Submit" button.
Step 5: Click on the "Ok" button to print the Purchase Order.
[**Note: You will see the "PO generated success full (PO id - xxxx" message on the bottom of the page]
Step 6: Click on the "Ok" button to email the PO.
Checking the PO Alert in the Purchase Order screen:
Step 1: Select the filter like PO Outlet, Ship to Outlet, Items, Category, Supplier Name, and click on the "Apply" button.
Step 2: After clicking on the Apply button, the below popup will come. Check the item codes, 230 & 231. Also check the popup at the bottom of the screen "Purchase order items and details fetched successfully". Click on the "Cancel" button to close the screen
Step 3: You can now notice that the "PO Alert" button is active and has changed to a blue color. Just click on it to view the PO Alert once more.
[**Note: The popup shown below will appear after you click the PO Alert button.]
[** Note: This will be effective only if the items are correctly matched with the suppliers. Please review the item mapping by supplier listed below.]
[**Note: The PO Alert feature will only be visible if the configuration listed below is active in the HQ Setup Configurations.]
Step 1: Navigate to Admin > Configuration > Setup Configuration Settings
Step 2: Find the "Central Purchase Configuration" option on the left side of the screen, then look for the "Show Open to PO Alert" option and change it to "True."
Summary: The "Open to PO Alert" feature in Gofrugal HQ's Central Purchase Order Screen alerts users to any active purchase orders for identical items from the same supplier. This functionality aids in avoiding overstock situations, streamlines inventory management, and boosts the accuracy of orders.
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