Khác biệt giữa các bản “Từ thu mua đến giao hàng/en”
| (Không hiển thị 22 phiên bản của cùng người dùng ở giữa) | |||
| Dòng 9: | Dòng 9: | ||
==== Install Purchase application ==== | ==== Install Purchase application ==== | ||
| − | First, you will need to install the Purchase Management application. Go to Apps and install it. | + | First, you will need to install the '''Purchase Management''' application. Go to Apps and install it. |
(a) | (a) | ||
| Dòng 15: | Dòng 15: | ||
==== Make a purchase order ==== | ==== Make a purchase order ==== | ||
| − | Go to the Purchases applications. The first screen is the Request for Quotation list. Click on the Create button | + | Go to the '''Purchases''' applications. The first screen is the '''Request for Quotation''' list. Click on the '''Create''' button. |
| − | + | ||
| − | + | ||
| − | + | Fill in the '''Vendor''' information and click on '''Add an Item''' to add some products to your request for quotation. | |
| − | + | ||
(a) | (a) | ||
| − | + | Click on '''Confirm order''' when you are sure about the products, prices and quantity. | |
| − | + | ||
| − | + | ||
=== Retrieve the Receipt === | === Retrieve the Receipt === | ||
| Dòng 34: | Dòng 29: | ||
==== From the purchase order ==== | ==== From the purchase order ==== | ||
| − | On the top right of your purchase order, you will see a button with the related Receipt: | + | On the top right of your purchase order, you will see a button with the related '''Receipt''': |
(a) | (a) | ||
| Dòng 42: | Dòng 37: | ||
==== From the Inventory Dashboard ==== | ==== From the Inventory Dashboard ==== | ||
| − | When opening the Inventory application, click on # to receive to see the list of your deliveries to process. | + | When opening the '''Inventory''' application, click on # '''to receive''' to see the list of your deliveries to process. |
| − | + | ||
(a) | (a) | ||
| − | + | In the list, click on the one related to the purchase order: | |
| − | + | ||
(a) | (a) | ||
| Dòng 54: | Dòng 47: | ||
==== Process the Receipt ==== | ==== Process the Receipt ==== | ||
| − | To process the stock transfer. Simply click on Validate to complete the transfer. A message will appear asking if you want to process the whole order, accept it by clicking on Apply. | + | To process the stock transfer. Simply click on '''Validate''' to complete the transfer. A message will appear asking if you want to process the whole order, accept it by clicking on '''Apply'''. |
=== How to process a delivery order? === | === How to process a delivery order? === | ||
| Dòng 60: | Dòng 53: | ||
==== Install Sales application ==== | ==== Install Sales application ==== | ||
| − | First, you will need to install the Sales Management application. Go to Apps and install it. | + | First, you will need to install the '''Sales Management''' application. Go to '''Apps''' and install it. |
(a) | (a) | ||
| Dòng 66: | Dòng 59: | ||
==== Place a sale order ==== | ==== Place a sale order ==== | ||
| − | Go to the Sales applications. Click on the Quotations button of your team. | + | Go to the '''Sales''' applications. Click on the '''Quotations''' button of your team. |
(a) | (a) | ||
| − | You will get the list of all your quotations. Click on the Create button. | + | You will get the list of all your quotations. Click on the '''Create''' button. |
| − | Fill in the Customer informations and click on Add an Item to add some products to your quotation. | + | Fill in the '''Customer informations''' and click on '''Add an Item''' to add some products to your quotation. |
(a) | (a) | ||
| − | Click on Confirm sale to place the order. | + | Click on '''Confirm sale''' to place the order. |
==== Retrieve the Delivery order ==== | ==== Retrieve the Delivery order ==== | ||
| Dòng 84: | Dòng 77: | ||
'''''From the sale order''''' | '''''From the sale order''''' | ||
| − | On the top right of your sale order, you will see a button with the related Delivery: | + | On the top right of your sale order, you will see a button with the related '''Delivery''': |
(a) | (a) | ||
| Dòng 92: | Dòng 85: | ||
'''''From the Inventory Dashboard''''' | '''''From the Inventory Dashboard''''' | ||
| − | When opening the Inventory application, click on # to do to see the list of your receipts to process. | + | When opening the '''Inventory''' application, click on # '''to do''' to see the list of your receipts to process. |
| − | + | ||
| − | + | (a) | |
| − | + | In the list, click on the one related to the sale order: | |
(a) | (a) | ||
| − | + | '''Note''' | |
| − | + | ||
| − | + | ||
| − | |||
| − | + | If the product is not in stock, the sale order will be listed as '''Waiting''' on your dashboard. | |
| − | + | ||
| − | + | ||
==== Process the delivery ==== | ==== Process the delivery ==== | ||
| Dòng 122: | Dòng 109: | ||
In this document, the flows that are explained are the most simple ones. KIU ERP also suit for companies having advanced warehouse management. | In this document, the flows that are explained are the most simple ones. KIU ERP also suit for companies having advanced warehouse management. | ||
| − | * By default, only receipts and deliveries are configured but you can activate the use of multi-locations and multi-warehouses to do internal transfers. | + | * By default, only '''receipts''' and '''deliveries''' are configured but you can activate the use of multi-locations and multi-warehouses to do '''internal transfers'''. |
| − | * Routes: you can automate flows with push and pull rules | + | * '''Routes''': you can automate flows with push and pull rules |
| − | * Multi-step receipts and deliveries can be easily configured for each warehouse | + | * '''Multi-step''' receipts and deliveries can be easily configured for each warehouse |
| − | * Much more: Barcode scanning, serial numbers, lots, cross-docking, dropshipping, integration with a third-party shipper,putaway and removal strategies.... All of it is possible with KIU ERP. | + | * Much more: '''Barcode scanning, serial numbers, lots, cross-docking, dropshipping''', integration with a '''third-party''' shipper, '''putaway and removal''' strategies.... All of it is possible with KIU ERP. |
Bản hiện tại lúc 15:56, ngày 13 tháng 12 năm 2017
Mục lục
Overview
Inventory is the heart of your business. It can be really complicated, but with KIU ERP, doing a receipt or a delivery has never been easier. We will show you in this document how easy to do a full process, from the receipt to the delivery.
KIU ERP inventory is fully integrated with other applications, such as Purchase, Sales or Inventory. But is not limited to those processes, it is also fully integrated with our e-Commerce, Manufacturing and Repairs applications.
How to process a receipt?
Install Purchase application
First, you will need to install the Purchase Management application. Go to Apps and install it.
(a)
Make a purchase order
Go to the Purchases applications. The first screen is the Request for Quotation list. Click on the Create button.
Fill in the Vendor information and click on Add an Item to add some products to your request for quotation.
(a)
Click on Confirm order when you are sure about the products, prices and quantity.
Retrieve the Receipt
You can retrieve the receipt order in 2 ways:
From the purchase order
On the top right of your purchase order, you will see a button with the related Receipt:
(a)
Click on it to see the Transfer order.
From the Inventory Dashboard
When opening the Inventory application, click on # to receive to see the list of your deliveries to process.
(a)
In the list, click on the one related to the purchase order:
(a)
Process the Receipt
To process the stock transfer. Simply click on Validate to complete the transfer. A message will appear asking if you want to process the whole order, accept it by clicking on Apply.
How to process a delivery order?
Install Sales application
First, you will need to install the Sales Management application. Go to Apps and install it.
(a)
Place a sale order
Go to the Sales applications. Click on the Quotations button of your team.
(a)
You will get the list of all your quotations. Click on the Create button.
Fill in the Customer informations and click on Add an Item to add some products to your quotation.
(a)
Click on Confirm sale to place the order.
Retrieve the Delivery order
You can retrieve the delivery order in 2 ways:
From the sale order
On the top right of your sale order, you will see a button with the related Delivery:
(a)
Click on it to see the Transfer order.
From the Inventory Dashboard
When opening the Inventory application, click on # to do to see the list of your receipts to process.
(a)
In the list, click on the one related to the sale order:
(a)
Note
If the product is not in stock, the sale order will be listed as Waiting on your dashboard.
Process the delivery
To process the stock transfer. Simply click on Validate to complete the transfer. A message will appear asking if you want to process the whole order, accept it by clicking on Apply.
Note
E-Commerce orders are processed the same way.
Advanced flows
In this document, the flows that are explained are the most simple ones. KIU ERP also suit for companies having advanced warehouse management.
- By default, only receipts and deliveries are configured but you can activate the use of multi-locations and multi-warehouses to do internal transfers.
- Routes: you can automate flows with push and pull rules
- Multi-step receipts and deliveries can be easily configured for each warehouse
- Much more: Barcode scanning, serial numbers, lots, cross-docking, dropshipping, integration with a third-party shipper, putaway and removal strategies.... All of it is possible with KIU ERP.
