01What it is
An order is parts ordered from a supplier for a specific job. It has a number with the ZAM prefix, items with OE number, quantity and purchase price, a supplier and an expected delivery date.
An order moves through statuses: Needed, Ordered, In transit, In stock, Fitted, and also Returned or Cancelled. The In stock status records today as the received date if it was empty.
Changing an order status does not change warehouse stock. When a part goes on the shelf rather than straight into a car, enter it with a stock correction.
- FOR A JOB
- Every order belongs to a job and its location.
- THE WHOLE JOURNEY
- From Needed through In transit to Fitted.
- LIABILITY BY ITSELF
- A delivered order goes to liabilities to the supplier.
02What it is for
Delays at a glance
A notification when an Ordered or In transit order passes its date.
Know what the car waits for
The job card shows the job parts and their status.
Value in progress
People with access to finance see the value of orders in progress.
Paying the supplier
An order in stock becomes a liability with an invoice number and due date.
03Main options
The orders screen is a list with tiles and a form with the Order, Items and Offers tabs.
What is ordered, from whom and for when
Tiles: all orders, needed, ordered or in transit, value in progress.
- Columns: order (number and item count), job, location, supplier, deadline, value, status
- Filters: job, status, classification, location
- Search by number, job and supplier
Job, supplier, status and dates
The Order tab of the form.
- Job (required), supplier, status
- Order date, expected delivery, received date
- Classification and note
Parts in the order
Items from the catalogue or typed in.
- Item name, OE number, quantity
- Purchase price, currency and rate for people with access to finance
04Tasks step by step
- STEP 1Open Modules › Inventory › Orders and add an order.
- STEP 2Pick the job, the supplier and the Ordered status, enter the order date and expected delivery.
- STEP 3In the Items tab add parts from the catalogue or type them in.
- STEP 1Change the status to In stock. The received date fills in by itself if it was empty.
- STEP 2The order appears in Modules › Finance › Liabilities, where you add the supplier invoice.
- STEP 3If the part goes on the shelf, update stock with a stock correction on the product.
- STEP 1Once the part is fitted in the car, change the status to Fitted.
- STEP 2When a part goes back to the supplier, set Returned.
05Actions
The most common tasks around orders.
New order
Parts for a job from a supplier.
In transit
The order shipped by the supplier.
In stock
Delivery received with a date.
Fitted
The part is in the car.
CSV export
Orders from the current filter in one file.
06What it connects to
Choose a module to see how it connects to an order.
Requirements
A requirement with the Ordered status becomes an order.
Go to the topicRequirementsLiabilities
An order In stock or Fitted becomes a liability to the supplier.
Go to the topicLiabilitiesSupplier analysis
Supplier punctuality and spend are counted from orders.
Go to the topicSupplier analysisExchange rates
A price in a foreign currency is converted at the current rate.
Go to the topicExchange rates