Add Product Range

This utility can be used to define a range of products on a worksheet, to be ordered on the Purchase Orders by product selection.
It can be accessed from the window on the Our Product# field in Purchase Orders, and selecting the "Add Product Range" product option.

The items on the worksheet can be confirmed, or removed and order quantities can be entered before accepting.
Once accepted the items remaining on the worksheet are added to the P.O.

The selection prompts are:

FROM PRODUCT#

Enter the starting product number for the range, or select it from the Inventory Search window.

TO PRODUCT#

Enter the ending product number for the range, or select it from the window.

DELIVERY DATE

The default delivery date displayed is the order date plus the lead time for this Vendor, as entered in the Additional Information window in Vendor Information.
This can be over-typed as required.

Finished?

Click ACCEPT to generate the product list on the worksheet, or CANCEL to abort.

Purchase Order Worksheet:
The product numbers in the requested range display with descriptions, a quantity of 1, the unit re-order costs, and the default delivery date.
Quantities, costs, and dates can be over-typed on the worksheet as required and additional products can be added.
Set the quantity to zero, or delete the product line on the worksheet for any products not being ordered on this P.O.
If the re-order Unit Cost is changed on the P.O., the operator will be prompted whether to also update the Re-Order Price in the product file or in the Alternate Vendor Purchasing records.
Click EXP/CON to expand the line to view the Vendor Product #, and to access the Type and the Category fields.
Note: Rental or Sales products that have been flag to Stop P.O.s in the Make/Model and Re-Order Information (Rental Assets) or the Inventory Re-Order Information (Sales Products) window, cannot be added to the P.O. and a warning is generated.
This can be useful for products such as discontinued items that should no longer be ordered.

Update List Price List:

If the a product in this worksheet selection for which the Current List does not match with the Markup% of the Cost, this pop-up window is triggered displaying the product #, Description, Current List, Re-Order Cost, LCF, and Markup % are displayed.
To update the List, enter the new Suggested List and click UPDATE LIST.
An over-ride reason code may be required if the over-ride reason requirement feature is activated.

When the list is complete and the quantities and costs are correct, click ACCEPT to accept the list.
Confirmation is required to update the Purchase Order, return to the Worksheet, or cancel.