01What it is
A requirement is a list of parts needed for a specific job before you place the order. The supplier can stay To be decided for now.
Requirements and orders are the same records: the Requirements screen shows them filtered to the Needed status. When you change the status to Ordered, the requirement becomes an order.
The module shows in extended mode, which you switch on in Settings › Workshop.
- BEFORE ORDERING
- Parts for a job recorded before you choose a supplier.
- COMPARING OFFERS
- Offers from several suppliers with amount and delivery date.
- ONE RECORD
- A requirement becomes an order by changing its status.
02What it is for
A better price
Offers from several wholesalers side by side, with the cheapest marked.
Less time off the road
The fastest mark shows who delivers the part soonest.
Nothing slips
Every requirement belongs to a job.
No retyping
The chosen offer sets the supplier and delivery date of the order.
03Main options
A requirement is a parts order with the Needed status. The form has three tabs: Order, Items and Offers.
Job, supplier and dates
The first tab of the form.
- Job (required)
- Supplier or To be decided, status
- Order date, expected delivery, received date
Which parts and how many
Parts from the catalogue or typed in.
- Item name, OE number, quantity
- Purchase price, currency and rate for people with access to finance
- The exchange rate is fixed when you save
Comparing suppliers
A tab for people with access to finance, active with the Needed status.
- Supplier, net offer amount, currency, delivery date, offer valid until
- Cheapest and fastest marks
- Choose offer: the other offers get the Rejected status
04Tasks step by step
- STEP 1Open Modules › Inventory › Requirements and choose New requirement.
- STEP 2Pick the job. The status stays Needed, the supplier can be To be decided. Save.
- STEP 3In the Items tab add parts from the catalogue or type them in, with the OE number and quantity.
- STEP 1In the Offers tab add each wholesaler's offer: net amount, currency, delivery date and validity.
- STEP 2Check the cheapest and fastest marks.
- STEP 3Choose the offer. The order gets its supplier and delivery date, and the other offers the Rejected status.
- STEP 1Once the supplier is chosen, change the status to Ordered.
- STEP 2From then on follow it in Modules › Inventory › Orders.
05Actions
The most common tasks around requirements.
New requirement
Parts needed for a job.
Add an offer
Amount and delivery date from a supplier.
Choose offer
Supplier and delivery date from the offer.
Order
The Ordered status and tracking the delivery.
06What it connects to
Choose a module to see where a requirement leads.
Suppliers
Offers come from suppliers in the records.
Go to the topicSuppliersExchange rates
A price in a foreign currency is converted at the current rate.
Go to the topicExchange rates