Logistics
The Logistics group in the main menu contains all of uzERP’s logistics related activities: Sales, Purchasing, Despatch, etc.
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The Logistics group in the main menu contains all of uzERP’s logistics related activities: Sales, Purchasing, Despatch, etc.
A Calendar view of all of the activity in the warehouse.
Manages the despatching function and warehouse operations.
A view of all the Sales orders that are ready to go.
Purchase Ledger Invoices are entered from within the Logisitics area. Going to Logisitics > Purchase Invoicing > Purchase Invoices shows a list of Supplier invoices and their current status along with processing actions in the sidebar.
The New Invoice action creates a new invoice against a supplier. A GRN number can optionally be entered against each line, but products and quantities cannot be entered or selected. This method of creating invoices can be used when you don’t need a purchase order or GRN, but need to register an invoice for payment.
Do not use the New Invoice action for invoices against blanket/call-off or orders for stock items. When this type of invoice is matched, the purchase order line will be considered complete and marked as invoiced, no more deliveries will be able to be received against it. Always use Create Invoice from GRN for blanket/call-off or orders for stock items.
[[Received|Modules/Logistics/Purchasing/Receiving]] purchase order lines will have a GRN (Goods Received Note), which can be used to create a supplier invoice. The Create Invoice from GRN action shows a list of GRN lines that can be selected to create an invoice that mirrors an invoice received from a supplier.
When an invoice is received against an order it can be matched against a Goods Received Note (GRN) by going to Purchase Orders > Create Invoice From GRN.
If an invoice is entered then subsequently needs to be matched go to Logistics > Purchase Orders > Purchase Orders > Match GRN to Invoice - you can post match an old line to an old invoice, assuming the invoice shows up in the drop down.
Purchase Order Processing allows for the management of supplier purchase orders for both goods and services.
Please see the Purchase Order Processing How To for some answers to common questions.
Before any orders can be processed suppliers must be set up on the system. This is achieved by first entering an account via Contacts > Accounts. The Account must be flagged as a supplier in the category section.
Once the contact details are added the supplier must be initialised in the Purchase Ledger under Accounts > Purchase Ledger > View Suppliers > Add Supplier. Here details relating to payment, VAT status, etc can be updated.
Menu:
The Product and Product Lines options are used to define the product catalogue for purchasing. In a manufacturing or wholesale environment, most product lines will be linked back to a stock item as well as to a defined supplier.
Using products is optional, order lines can still be entered on-the-fly by just entering a price and description. This enables one-off items to be purchased without the overhead of defining a product. For regularly purchased items the use of products is highly recommended. For stock controlled items the use of products is mandatory
Each product holds the following information:
Once a product is added individual price combinations can be added for suppliers and dates. Each product can have multiple lines to denote different suppliers for the same item. In addition the system can be used for time based pricing where a supplier increases (or decreases) prices over time.
Each product line holds the following information:
When viewing Products or Product Lines, the default search selects records that are current at today’s date. Anything that has an end date in the past or start date in the future will not be listed.You can clear the Current At date search to show all past, present and future products/lines or set Current At to an appropriate date.
Orders are entered by selecting the Purchase Orders > New Order menu option or by using the New Purchase Order link from the sidebar of the purchase orders list view.
If the total value of the order exceeds the user’s authorisation limit, it will become a requisition and require authorisation before it can be sent to the supplier
The basic purchase order processing steps are:
Each order/order line can have one of the following statuses:
The Sales Invoice Register is analagous to a sales “day book” and records every invoice or credit note entered. Invoices can be entered directly into the Sales Invoicing system or can be generated from the uzERP [Sales Order Processing](Sales Order Processing) system.
Please see the [[Sales Order Processing How To|How-To/Sales-Orders]] for some answers to common questions.
[[TOC]]
Sales Order Product Lines represent the organisation’s catalogue.
You can input products for sale based on price lists which may be general across the company or relate to customer groups. In addition individual product prices may be input for specific customers. The columns in the SO product lines table are:
Items marked * are mandatory.
When viewing Products or Product Lines, the default search selects records that are current at today’s date. Anything that has an end date in the past or start date in the future will not be listed.You can clear the Current At date search to show all past, present and future products/lines or set Current At to an appropriate date.
During order entry the system will look at this table to determine the items available for sale for the customer in question and build an appropriate drop down list allowed for that customer based on products that are:
Entering products and prices here therefore greatly speeds up order entry. It is also worth noting the following when entering orders where the SO product line is used:
Orders are entered by selection the add Sales Orders -> New Order menu option or using the New Sales Order link from the sidebar of the sales orders list view.
Each order/order line can have one of the following status. These are pretty straight forward and are listed below.
Prints an acnowledgement for the order and sets its status to Open
Allows for the printing of a proforma invoice.
Confirm items as picked on a line by line basis.
This option only appears if editing is allowed, based on the status of the order.
Each line can have a different despatch date - this option allows for revisions for new/open lines.
Cancel lines on an order.
This option is used to create a packing slip that can be enclosed when goods are despatched.
Price types allow SO product lines to be grouped into price lists. Customers can be allocated a Price Type which means that at Order Entry the system will look for prices from the SO Product Lines table which are allocated to this price type. Examples would be:
In addition Customer Discounts can be used to apply a discount to a price type based on an item’s product group for a particular customer.
When processing customer orders it is useful to have an overview of the availability of stock within the system. Two screens are available:
This shows demand for [[Stock Items|Modules/Manufacturing/Stock]], i.e. sales orders vs stock and supply ([[Works Orders|Modules/Manufacturing/Works-Orders]] or [[Purchase Orders|Modules/Logistics/Purchasing/Purchase-Order-Processing]]).
The columns are:
Note that this ONLY deals with stock items, if the item is not stock on then it won’t appear. Item Availability only shows items for which you have an order whereas the View Supply/Demand shows the full list and can be selected by Product Group).