Inventory and Purchasing
Master Planning runs daily and automatically suggests orders, to allow you to take advantage of bulk ordering and receive alerts when stock runs low. Your purchase orders with suggested stock for ordering, are ready when you log into Fred NXT Head Office.
Approve a Planned Order and Send to PharmX
- From the Dashboard, go to Inventory and purchasing, then click Planned orders.
To filter the display by a specific criteria, select a column header and press CTRL + G to add a search filter to this column.
- Select the purchase order.
- In the Purchase tab, click Confirm.
The Approval Status changes from Approved to Confirmed.
- From the Dashboard, go to Inventory and purchasing, then click PharmX, then Dashboard.
- In the Orders tab, select the order(s) to be sent, then click Send.
The order status changes from Unsent to Polling.
Once an invoice is received, the status changes from Polling to Invoiced.
If no invoice is received from PharmX within 10 minutes, the order Status is set to Expired, and it can be re-sent. Additionally, the purchase order’s Approval Status is changed from Approved
Once a draft is approved by a manager, it status changes to Approved.(AX) to Confirmed Confirmed purchase orders have been sent to the vendor, either electronically to PharmX or manually marked as Sent. (AX).
Import Planned Orders for stores
The GroupsPlannedOrders DIEF template is used to create Planned Orders on behalf of stores. These planned orders are visible in the Drafts section of Fred NXT Office.
The Name and Remarks headers in the template allows Head Office to include specific instructions as to how the store is expected to handle the planned order. These headers are visible in the store's Drafts grid. For example, Head Office might want to mark a draft as non-editable to indicate that the store is expected to Send the order without editing the lines.
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