Company Settings - Ordering Options
Overview - Ordering Tab:
The Ordering Tab in Company Settings will only display if the Ordering features are enabled on the General Tab in Company Settings. This tab includes the ordering options that can be enabled or disabled.
There are several different ways to implement the way you use ordering. For more information on Ordering, please view this FAQ article on Ordering. An example of the Ordering Tab in Company Settings is shown below:
Ordering Options:
Show Received Orders: You can optionally show received orders when entering an order.
Enable Order Approval: If this option is enabled, you can restrict a User who enters orders from being able to send them to a vendor until they are approved.
Require Order Template: Order Templates are used to identify and organize the items from a specific vendor. A template can be selected before entering an order. This feature will require a User to select an Order Template.
Show Last Date and Quantity: If you would like the Order Worksheet and Order Entry display to show the last order date and order quantity for each item, check this box.
Show Last Week's On Hand and Quantity: If you would like the Order Worksheet and Order Entry display to show last week's inventory on hand and order quantity for each item, check this box.
Beginning Order Number: If you want to use Order numbers different than the defaults, enter a starting order number for your purchase orders.
Ending Order Number: You can optionally put a cap on how high purchase order numbers can go.
Next Order Number: COGS-Well will generate purchase order numbers in increments of 1 unless you select the next order number with a different increment. For example, if your starting number is 100 and you want an increment of 5, then enter 105 as the next order number.
Email Order to Current User: This feature will email a copy of orders that are emailed to a vendor to the user's email that sent the order.
Enable Order By Item Features: The default ordering process in COGS-Well is to order by the vendor. However, there is an option to also order by item. The process for ordering by item is to select the items you want to order and not be limited to entering unique orders for each vendor.
Order by Item also can be used to help you select what vendor to order an item from in situations where you get the same item from more than one vendor. For more information please view this Help article on Order by Item.
If you check the box for order by item, then there will be added settings to configure (please see below):
Things to Know about Order by Item: The added settings for Order by Item only need to be configured if you want COGS-Well to help you select the vendor to order an item. You can use both the order by the vendor and the order by item options (if you enable Order by Item then you will see both options on the Inventory Entry menu).
Number of Activity History Days: This determines how far back in history COGS-Well will look at item activity. The default is 365 days.
Number of Pricing Activity History Days: This determines how far back in history COGS-Well will look at your cost (the vendor's pricing) from each vendor when evaluating an Inventory Item's cost. The default is All History.
First Combined Item Selection Method: When selecting (suggesting) a vendor to buy from, COGS-Well can look at three criteria: 1) Does this item come from a vendor that is flagged as preferred, 2) what vendor has the lowest cost, or 3) what vendor has the most recent cost.
Use the drop-down to select what you want the priority to be for selecting (suggesting) a vendor. Please know that a selected vendor for a suggested order can still be changed. Please click this link for more information on Combined Items.
Second Combined Item Selection Method: Use the drop-down to select what you want the second priority to be for selecting (suggesting)a vendor.
Enable Override of Selection Methods when Ordering: Only check this box if you are comfortable letting an end-user doing the ordering override the First and Second Combined Item vendor Selection Methods that you configure above.
Save or Exit:
Select save to save any additions or changes. Select exit to exit the function.