DELIVERY - Back to Back Purchase Orders

DELIVERY - Back to Back Purchase Orders


Back to Back Purchase Orders


INTRODUCTION

In Agility it is possible to sell an item at the POS, send it to the delivery system and at the same time crate a Purchase Order that can be sent the supplier to order the stock.  

There are 2 options with this:

  1. Direct to the Customer
  2. Direct to the Store

These options will be shown when assigning the order as a B2B.


The flow is as follows:

  1. Create a sale
  2. Send to the delivery system
  3. Select options that were mentioned above
  4. Process the sale and this will then also create the PO
  5. When the goods are either received by the customer or store receive these into stock
  6. Dispatch the delivery if option “Deliver to Store” was selected.


Creating a B2B

At this point you do a sale as normal through the till and then allocate to the delivery but there is a step that is different before finalising the delivery.


After entering the customers details this screen appears



This is where the user will choose delivery times, if the customer is taking goods with them and also if there are items which are for a B2B.  In the above image there is a column called B2B with the word PRESS beneath.  This allows the user to determine which items are for a B2B from the sale.


NOTE:

The process is different if selected to Deliver to Store.

When the user selects PRESS this screen appears


Here there are the options Direct to Customer or Via Stores the default is Direct to Customer

The user can also add notes and a delivery charge for this.

Once finished select the SAVE button.


Now the items turn Red indicating it is a B2B order


The next steps are the same as for completing a delivery.

Documents that can be printed:

BBC – Back 2 Back Confirmation

Invoice – Normally does not get printed as the customer gets the above


See delivery document


Purchase Order

The Purchase Order is automatically created and can be seen by viewing Purchase Orders

Once again in this screen the Order No. is highlighted red indicating a B2B order.


Goods In

The customer either has received the good or they have been delivered to the store.

To receive these into stock do the following:

  1. Browse PO’s and find the order
  2. Double click on the row this message appears


If, the B2B has multiple items and only some have been delivered to the customer or store then receive them in as normal.


Printing Options are opened after the user selects YES.


The invoice is produced and the status on the order is changed.


VIA STORES

When you go to Browse PO’s there is an entry recorded the only difference is that you CANNOT double click on the row to produce the Invoice. 


In Browse PO’s there is a column that lets the use the type of B2B they are:

D = Direct to Customer

S = Via Stores


The below message appears if you try.




From the Browse PO’s screen select the Goods In button

This will open the GIN Screen

Tab twice to populate the grid below


Enter the Delivery Note and then if ALL goods have come in select the 

Button and then SAVE.


DELIVER STOCK

Now open deliveries  and dispatch the goods.


See Delivery Document


Customer Information

When user goes to browse customers they can see the following:


Order No for a B2B direct to customer shows the invoice number and the Sale Number.




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