Purchase Order
What is the Purpose of Inter-Domain Stock Transfer Process?
Purpose: The Inter-Domain Stock Transfer process is used to transfer stock seamlessly between two different domains (Domain-A and Domain-B) while maintaining proper accounting and inventory flow in both systems. When Domain-A requires stock, it ...
Temporarily save the purchase invoice for serialised items(Once all items are scanned and saved) in Franchise flow
Temporarily save the purchase invoice for serialised items(Once all items are scanned and saved) in Franchise flow Scan unicode when converting purchase advise to invoice This functionality works for franchise flow when a purchase advise is converted ...
Indent Cut Off Configuration
Indent Cut Off Configuration Purpose:- In this screen, we can decide until what time an indent can be raised to the warehouse and also specific to items sku type(Put Away, Flow Through, DSD). This can be done specific to location. For ex., if for ...
Auto Indent based on Average Sales Qty
Auto Indent based on Average Sales Quantity Auto Indent Based on Average Sales Quantity is an automated feature used to generate purchase indents based on past sales and current stock levels based on min and max qty. It calculates how much stock ...
How does the Auto Indent based on Sales Qty method works?
Auto indent process based on sales Qty When the configuration “Auto Indent based on” is set to Sales Quantity, the system calculates the Indent Quantity as: Indent Quantity = Sales Quantity (based on selected date) – Current Stock If the Current ...
Auto Indent Based on Min and Max Qty
Auto Indent Purpose : Indent is also referred to as a “Demand” or “Request.” It is a process through which a branch raises its stock requirements to the main branch (Head Office). Indents can be created in two ways: 1) Auto Indent Auto Indent ...
Indent Cut Off Configuration
Indent Cut Off Configuration Purpose:- In this screen, we can decide until what time an indent can be raised to the warehouse and also specific to items sku type(Put Away, Flow Through, DSD). This can be be done specific to location. For ex., if for ...
Write Off PO after convert as RN/ PI configuration
Purpose: Once this configuration is enabled, any Purchase Order that is partially converted or where the quantity is edited or items are removed while converting to a Purchase Invoice—will no longer appear in the Pending LOV under the Load PO ...
Manual Indent based on Load All Items
Manual Indent based on Load All Items This document explains the configuration and usage of the Manual Indent feature when set to Auto Load All Items. This setup allows users to auto-load all items in the indent screen and generate indent quantities ...
Manual Indent based on Load Items Manually
Manual Indent The term "Indent" can also refer to a stock's "Demand" or "Request." It is a method for any branch to communicate their increased stock needs to the main branch. Indent quantity for each item should be raised manually according to ...
How to create Purchase Order from Indent raised?
Create Purchase Order from Indent Purpose:- In multi-location businesses, indents requests will be raised from different outlets to the warehouse. This can be converted as a single or larger purchase order, potentially leading to better pricing and ...
How to create Purchase Order?
Purpose - Using the Purchase Order screen, you can create purchase orders to purchase stock from your suppliers (also known as Distributor or vendor). Pre requisites :- 1. Before creating PO, ensure you added Suppliers. 2. Controls or functions such ...
Purchase order cancel
How to Cancel the pending Purchase Order (PO) Item wise OR Whole Purpose - The PO Cancel screen helps you cancel one or more items in a PO or the PO itself, when you are sure that you will not receive stocks against the PO. Note: Once you cancel a PO ...
Do you know how to set up the purchase order expiry days for a supplier or set of suppliers in bulk?
Purpose of Maintaining the Expiry in Purchase Order : Inventory Management: Including expiry dates in purchase orders helps retailers keep track of product shelf life and manage their inventory effectively. This ensures that products with shorter ...
How to edit a purchase order in TruePos ?
What is Purchase Order? A purchase order, or PO, is an official estimated list of products that is issued by a buyer to the seller for the purchase of specific products or services to be delivered in the future. Purpose of Editing a Purchase Order ...
How to cancel a purchase order in TruePos ?
What is Purchase Order? A purchase order, or PO, is an official estimated list of products that is issued by a buyer to the seller for the purchase of specific products or services to be delivered in the future. Purpose of Canceling a Purchase Order ...
How to print a purchase order in the TruePOS ?
What is Purchase Order? A purchase order, or PO, is an official estimated list of products that is issued by a buyer to the seller for the purchase of specific products or services to be delivered in the future. Purpose & Benefit: Purchase Order ...
What is the purpose of Purchase order Cancel ?
Purchase Order Cancel Purpose :The Purchase order(PO) Cancel screen helps to cancel the Purchase order.The Purchase order can be cancelled for Individual item present in PO or Entire Purchase order can also be cancelled. A purchase order cancelation ...
How to raise Manual Indents to receive items for a branch from Headqaurters in RetailEasy OnCloud?
Indent is a demand or request raised by a Branch against the Headquarters, when a deficit of items is anticipated. There are two ways of Indent creations supported in RetailEasy Oncloud. One is by Manual Indents and the other is by Auto Indents. Here ...
How to raise Auto Indents to receive items for a branch from Headqaurters in RetailEasy OnCloud?
Indents are requests or demands made to Headquarters by a Branch when a deficit of items is anticipated. There are two ways of Indent creations supported in RetailEasy Oncloud. One is by Manual Indents and the other is by Auto Indents. Here we ...
How to cancel an Indent in RetailEasy OnCloud?
Indents are raised by Branch against Headquarters when a deficit of items is anticipated shortly. RetailEasy OnCloud supports the cancellation of Indents that are created when there is no necessity for the specified items as anticipated. Benefits: ...
How to generate Purchase Invoice related Reports in RetailEasy OnCloud?
Purchase Invoice Report gives a consolidated view of Purchase Invoices created with respective GRN Number (Purchase Invoice no. ), Branch, Supplier name, Item name, quantity, price, tax and status. Benefits: Derive actionable insights from Purchase ...
How to transfer stock from Headquarter to branch in RetailEasy OnCloud?
When there is a necessity to transfer goods between branches or from Headquarter (HQ) to branches we can use the Transfer In option in RetailEasy OnCloud. Benefits You can execute stock transfers between branches or from headquarters to ...
How to View, Edit and Cancel a Purchase Invoice in RetailEasy on-cloud?
Purchase Invoice once created can be viewed, edited or canceled based on necessity, in RetailEasy on-cloud. Benefits When you need to edit the quantity or price in a Purchase Invoice that is created you can accomplish it by using the EDIT option. ...
How to create a Purchase Invoice in RetailEasy on-cloud?
Purchase Invoice is generated upon confirmation of having received goods from the supplier. Purchase Invoice can also be issued for purchases against Purchase Order, Goods Inward Note and Receipt Note, with payment or on credit. Benefits Purchase ...
How to raise a Purchase Invoice for a serialized item in RetailEasy on-cloud?
Serialized items are items that have a unique identification number and cannot be altered at any point of time eg. Gadgets, hardware, data cards, etc. Serialized items can be tracked with their serial numbers even after being used as a part of an ...
How to view and cancel a Receipt Note in RetaiEasy on-cloud?
Receipt Note is created to receive goods directly or against Purchase Order or Goods Inward Note. RetailEasy on-cloud supports viewing and cancelling Receipt Notes that are created. Benefits Once the Receipt notes are created directly or by ...
How to create a Receipt note against Purchase Order and Goods Inward Note in RetailEasy on-cloud?
A Receipt note is created against the Purchase Order(PO) or Goods Inward Note while receiving stocks from the Supplier. It is mandatory that Purchase Order or Goods Inward Note (GIN) is uploaded to the Receipt note screen to verify ...
How to create a Direct Receipt Note in RetailEasy on-cloud?
Goods can be received against a Direct or blind Receipt Note without creating a Purchase order. Benefits: When there arises a situation when Goods need to be received from supplier instantly then a direct Receipt note can be ...
How to Approve or Reject Goods Inward Notes with discrepancies in RetailEasy on-cloud?
Using the GIN Approval screen, you can review only the Goods Inward Notes which are automatically marked as Unapproved due to variance in the Qty, Cost Price, or Tax between Purchase Order and the Supplier Invoice. Benefits There may be a change ...
How to create a Goods Inward Note in RetailEasy on-cloud?
Goods Inward Note is used to compare the PO prices and Supplier invoice and RetailEasy on-cloud marks the Goods Inward Note unapproved if there is any mismatch. Only approved Goods Inward Notes can be used to receive stock against Receipt Note or ...
How to generate Purchase Return Reports in RetailEasy on-cloud?
Purchase Returns are created when items are returned to the supplier or the Distributor due to damage, breakage or deviation from specification. Purchase Return reports give a consolidated summary or details about stocks that are returned over a ...
How to Create,View and Cancel a Purchase Return in RetailEasy on-cloud?
Purchase Return is created and Saved when the Retailer wishes to return a specified quantity of items to the Supplier or Distributor due to damage, breakage or deviation from specifications. Saved Purchase Returns can be viewed and Cancelled. ...
How to Import a Purchase Order in RetailEasy on-cloud?
A Purchase Order is issued to a supplier by the Retailer when items are to be procured. When there are more number of items for which a Purchase Order has to be issued it is imported in bulk in the Purchase Order screen. Benefits When a Purchase ...
How to cancel a Purchase Order in RetailEasy on-cloud?
If there arises a situation when you are not going to receive the stock or you don't require the stock anymore you can cancel the Purchase Order. Purchase Order cannot be canceled from the retailer's side if payment has been made for the ...
How to create a Purchase Order in RetailEasy on-cloud?
A Purchase Order is raised to a supplier by the retailer specifying item name, quantity, price, etc. when there is a requirement for items especially when items reach minimum quantity, or when there is a stock out. Quotations from suppliers are ...
How to generate Purchase Order Related Reports
Purchase Order related reports mainly include Reports related to Purchase Order summary and Purchase Order details. These reports help to verify Purchase Order proceedings and the amount payable for a particular Purchase Order. Benefits ...
How to View, Edit or Delete an item from Purchase Order in RetailEasy on-cloud?
A Purchase Order is raised to a supplier by the retailer when stock items reach minimum quantity or when there is a stock out. Status of the Purchase Order. can be viewed once saved. Quantity of items and price can be edited or an item can be ...
How to create Purchase Order from Indent in RetailEasy on-cloud?
Purchase Orders can be created by loading indents. Indents are raised when there is a need for stock replenishment in a branch store. It is a form of a request for stock made by the branch store to the main store based on item sales and item ...