The Supplier Order Summaries is the first screen shown when you enter the Purchase --> Place Orders screen.
The purpose of this screen is to show you StockIQ's recommended orders for all supply types - PO's, Workorders, and Transfer Orders.
Your primary goal is to select a supplier (or multiple suppliers) by clicking in the grid (you can use CTRL+CLICK and SHIFT+Click to select multiple), and the moving to the next screen, which is the Edit Order (Step 2) screen.
IMPORTANT: By default, this screen is filtered to show you data only from your PRIMARY suppliers. You can remove this filter if you wish with a view.
Filters and Options
At the top of this screen are buttons to navigate through the Place Orders screen.
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Views - The standard view loading/saving button.
- TIP: One best practice is to make views for generating PO's, and another for workorders, since the columns you will want to see in step 2 are likely different for these two activities.
- Filters - Opens the filter dialog, where you can search and modify the displayed recommendations, including the default primary-only filter applied to this screen.
- Display - Opens the Place Orders Display Options, where you have MANY controls over the recommended orders.
- Load - Opens the screen to view and manage any previously saved orders, see Place Order Session Saving and Loading
- Next - This will take you the next step of the wizard after you have selected a supplier (or suppliers) from which to order.
One Click Ordering
Instead of stepping through all 6 steps of Place Orders to send a purchase order from StockIQ to your ERP, you can now simply select the vendor you'd like to order from and order all suggested items in one easy click. You can use this option by navigating to Place Orders, right click the vendor you'd like to order from, and hit Order All. Note there is not a review screen before the order is sent to the ERP. All suggested dates and quantities will be used in the order without any user edits.
Supplier Order Summaries Grid
On this screen, there is a grid with several columns of information:
- Supplier Priority - this is an editable column that allows you to set the priority of a supplier. This priority is user-specific and will save between days, so that you can sort the suppliers by the priority you have assigned as part of your ordering process
- (phone icon) - this icon indicates if the vendor's order suggestions are limited by and informed by an order schedule, e.g. you can only order on certain days.
- (truck icon) - this icon indicates the suggestions for this supplier are limited by and/or informed by a delivery schedule, e.g. you can only receive inventory on certain days.
- Supplier Code - The code or unique identifier for this supplier, e.g. "ACME"
- Supplier Name - The friendly name of your supplier, e.g. "Acme Supply Inc"
- Subcategory - If present, this will show any Supplier Item Categories that exist for this supplier. There will always be one record for each supplier with NO sub category present. If any supplier item categories exist for this supplier, they will be shown underneath the main supplier record.
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Type - Shows the type of supplier, e.g:
- Vendor - StockIQ will generate a PO
- Warehouse - StockIQ will generate a transfer. Special logic is activated to check for on-hand inventory at the sending warehouse, and you can use the Allocation Wizard if necessary.
- Manufacturer - Indicates a fabrication or production line. StockIQ will output a workorder or manufacturing order. Special logic is activated to check for Plan at Risk and Available to Build of your finished good.
- # To Order - The most important column, this indicates the number of Item-Site pairs that StockIQ believes you need to order from this vendor. This is based off of your current order schedules with 0 days coverage. If you use the Place Orders Display Options to add days coverage or make other changes, the # of items StockIQ recommends for ordering will change (likely increase)
- Matches - Shows the number of item-sites that match your current Filters. By default, the only filter is to show primary suppliers (Supplier Level = 1) only, but you can add additional filters, such as to look at only one site at a time, and so on.
- Order Cost - Previews the order cost if you placed the order exactly with StockIQ's recommendations.
- % of Order Min - Shows what percentage of supplier minimums the baseline order recommendation reaches. If there are multiple minimums that apply, the LOWEST percentage is shown.
- % of Freight Min - Shows what percentage of supplier "free freight" type minimums the base line order recommendation reaches. If there are multiple minimums that apply, the LOWEST percentage is shown.
- # Prj Out - Shows the number of items you are projected to be out of stock on at lead time. This can help prioritize your ordering.
- # Prj Below PP - Shows the number of items of which you are projected to be below panic point at lead time.
- # Prj Below SS - Shows the number of items of which you are projected to fall below SS at lead time.
- #A's - how many A's are suggested for ordering
- #B's - how many B's are suggested for ordering
- #C's - how many C's are suggested for ordering
- Last Order Date - When an order was last cut from this supplier
- Last Order Cost - Cost of that order
- Last Ordered By - Whodunnit
- Last Order # - What that last order # was.
- Supplier Notes- Shows any notes associated with the supplier