PURCHASE & SUPPLIER MANAGEMENT

Transcription

1 MAGENTO 1 PURCHASE & SUPPLIER MANAGEMENT USER GUIDE

2 Confidential Information Notice Copyright 2016 All Rights Reserved. Any unauthorized reproduction of this document is prohibited. This document and the information it contains constitute a trade secret of Magestore and may not be reproduced or disclosed to non-authorized users without the prior written permission from Magestore. Permitted reproductions, in whole or in part, shall bear this notice. Magento 1 Purchase Management extension version

3 Table of content Table of content Introduction How to manage Supplier and Price List Manage Supplier Supplier List Add a Supplier Manage Pricelist How to create and manage quotation Create a New Quotation Input General Information Prepare Product List Edit Shipping and Payment method Manage Quotations How to create and manage purchase orders Create a New Purchase Order Manually General Information Prepare Product List Edit Shipping and Payment method Confirm Purchase Order Complete Purchase Order Manage Purchase Orders Generate Purchase Order from Quotation Settings Shipping Method Payment Method Payment Terms Tax & Shipping Cost Magento 1 Purchase Management extension version

4 Tip: To discover all functions more easily, turn on your Bookmark bar in PDF reader software (View Navigation Panels Bookmarks) to view the navigation of this manual. Magento 1 Purchase Management extension version

5 1. Introduction Purchase Management is a Magento 1 extension, which helps you manage purchasing and receiving stock from suppliers. All information about Purchase Order and Quotation are kept track and automatically updated in the system. The extension is: Compatible with Magento CE 2.1.0, 2.1.1, Open source 100% License Certificate valid for 1 live Magento installation and unlimited test Magento installations (No license key required) Easy to install and configure User-friendly interface 2. How to manage Supplier and Price List 2.1. Manage Supplier To manage information about your suppliers, please go to Suppliers menu. Then you will navigate to Manage Supplier section shown as follows: Supplier List Magento 1 Purchase Management extension version

6 This is a page where you can view all your suppliers list with a lot of information including Supplier name, Supplier code, Contact , Status. Besides, you can edit, change status or delete suppliers one by one or in bulk. In this page, you also can export the supplier list to CSV/XML files by clicking on the Export button shown as the below image: Add a Supplier To add a new supplier, click to the Add Supplier button on the top-right corner of the Manage Suppliers page. Then you need to fill in information in these following tabs: Supplier Information: In this tab, you need to fill in all required field including supplier name, supplier code, contact person, . You should add description for each supplier to differentiate between this supplier and the rest. Do not forget to enable the supplier. Magento 1 Purchase Management extension version

7 Mailing Address: All information in this tab are optional for your supplier, so you don t need to fill all of them. Product List: This tab allows you to add and manage products of the supplier you are creating. You can assign products to your supplier by importing a CSV file. - Please click on the Import products >>> Choose File button, select a CSV file, then click on the Import button. - If you are not clear about the format of the CSV file, you can download our sample file. After products imported, the list of products will be updated with ID, Name, SKU, Supplier product SKU, Cost, Tax from the CSV file. Magento 1 Purchase Management extension version

8 Pricelist: This is a page where view all pricelist of the supplier. In this page, you also can export the pricelist to CSV/XML files by clicking on the Export button Remember to click on the Save or Save and Continue Edit button to save your work 2.2. Manage Pricelist Pricelist is a list of prices for the goods offered by a supplier. It usually consists of Minimal Qty and Cost Please go to Supplier >>> Manage Pricelist to view the pricelist with information such as Product SKU, Product name, Supplier, Minimal Qty, Purchase Price, Start date, End date Magento 1 Purchase Management extension version

9 In order to add pricelist into the system, you click to Import Pricelist button, choose a CSV file from your computer, then click to Import button. If you are not clear about the format of the CSV file, you can download our sample file. Right to the page, you can remove the pricelist one by one or mass remove In order to update the pricelist, you select the pricelist you want to update, change information of the pricelist, then click to Mass Update button. You also can export the pricelist to CSV/XML files by clicking on the Export button 3. How to create and manage quotation 3.1. Create a New Quotation A quotation (or a request for quotation) is the proposal of price and quantity of goods that store owners send to suppliers. The quotation will become purchase order when a seller sends confirmation of price and availability of products stated in the quotation. To create a new quotation, please go to the Quotation menu and choose Create Quotation Input General Information Fill in all required information including Created Time, Supplier, Currency, Currency Exchange Rate and Comment (optional); then click Prepare Product List to go to the next step Prepare Product List In this step, there are 6 ways for you to prepare product list: Magento 1 Purchase Management extension version

10 Import Products via a CSV file (a sample file is provided); Scan Barcode to prepare product (if Barcode Management extension is also installed); Prepare product list based on Supply Need Products forecast. The system will calculate the number of stock that may be in need in an upcoming period based on its sales. There are 4 steps you need to follow: Step 1: Select the criteria for the system to forecast Supply Need Products: o Warehouse: choose the warehouse containing the stock to be forecasted; o Sales Period: the system will examine the stock s sales statistics in this period to make forecast. Options in the drop-down list include last 7 days, last 30 days, last 3 months and custom range (if you want another specific period); o Forecast Supply Need To: the system will predict if the stock on hand is enough for sales until this date. Step 2: Click Show Supply Needs and the Supply Need results will appear in the table. The table shows the current quantity in stock, its sales quantity Magento 1 Purchase Management extension version

11 per day, date when your stock on hand is still enough for sales and the supply need quantity. Step 3: Select the products in the table that you want to add to the Quotation. Step 4: Click Add Selected Products and the products will be added to the Quotation. Prepare Back Order Products. Back order products are those that have been ordered by customers but currently not available in stock; Prepare Low Stock Products. If Inventory Management extension is installed, Low Stock products are suggested according to your low stock rules. Select a low stock notification from the drop-down list, then select the products you want to create quotation and click Add Selected Products. Select products from the list of products from that specific supplier with the All Products from Supplier button. Magento 1 Purchase Management extension version

12 You can manually enter the Purchase Cost, Tax, Discount and Ordered Qty for each product in the grid. Current cost is the unit price you already knew, which can be blank. Purchase cost is the unit price at the time of creating the PO. Remember to click Update Items to save your edits. After enter all required fields, click Save button and Order Totals is automatically calculated Edit Shipping and Payment method You can set up Shipping and Payment method for the quotation: Magento 1 Purchase Management extension version

13 Enter the address you want the stock to be shipped to Select a shipping method for the quotation Estimate and enter the shipping cost Set dates when you start the shipment and expect delivery Select the payment term Choose the method to send order: N/A, , Phone, Fax, Vendor website After filling out the form, do not forget to save all the changes. Now you can Send Request to the suppliers, Save or Print the quotation. If you want to Convert Quotation to P.O, read more in the Section 4.3. Generate Purchase Order from Quotation Manage Quotations To manage all created quotation, please go to Purchase Order Management>Quotations: Magento 1 Purchase Management extension version

14 There is a shortcut to create a new quotation. Click here to know how to create a new quotation. Each quotation is listed with related information: Reference Number, Created Date, Supplier, Requested Qty, Grand Total (Inclusive Tax), Status and Action (to view more details). Please note that the quotations which are converted into PO will be removed from this list. 4. How to create and manage purchase orders Purchase Order (PO) is a document sent to a specific supplier to purchase more inventories for your warehouses. It contains descriptions, quantities, prices, discounts, payment terms, date of performance or shipment, other associated terms and conditions Create a New Purchase Order Manually You can either create a new Purchase Order manually or generate a Purchase Order from a Quotation. To create a new purchase order manually, select the Create Purchase Order submenu under the Purchase Order menu General Information Fill in all required information including Created Time, Supplier, Currency, Currency Exchange Rate. You can also add extra information in the Comment box. Supplier can also view this comment if you send them a notification later. Then click Prepare Product List to continue. Magento 1 Purchase Management extension version

15 Prepare Product List In this step, there are 6 ways for you to prepare product list: Import Products via a CSV file (a sample file is provided); Scan Barcode to prepare product (if Barcode Management extension is also installed); Prepare product list based on Supply Need Products forecast. The system will calculate the number of stock that may be in need in an upcoming period based on its sales. There are 4 steps you need to follow: Step 1: Select the criteria for the system to forecast Supply Need Products: o Warehouse: choose the warehouse containing the stock to be forecasted; Magento 1 Purchase Management extension version

16 o Sales Period: the system will examine the stock s sales statistics in this period to make forecast. Options in the drop-down list include last 7 days, last 30 days, last 3 months and custom range (if you want another specific period); o Forecast Supply Need To: the system will predict if the stock on hand is enough for sales until this date. Step 2: Click Show Supply Needs and the Supply Need results will appear in the table. The table shows the current quantity in stock, its sales quantity per day, date when your stock on hand is still enough for sales and the supply need quantity. Step 3: Select the products in the table that you want to add to the PO. Step 4: Click Add Selected Products and the products will be added to the PO. Prepare Back Order Products. Back order products are those that have been ordered by customers but currently not available in stock; Prepare Low Stock Products. If Inventory Management extension is installed, Low Stock products are suggested according to your low stock rules. Select a low stock notification from the drop-down list, then select the products you want to create quotation and click Add Selected Products. Magento 1 Purchase Management extension version

17 Select products from the list of products from that specific supplier with the All Products from Supplier button. You can manually enter the Purchase Cost, Tax, Discount and Ordered Qty for each product in the grid. Remember to click Update Items to save your edits. After enter all required fields, click Save button and Order Totals is automatically calculated. Magento 1 Purchase Management extension version

18 Apart from importing products via a CSV file, you need to enter Purchase Cost, Tax, Discount and Qty Ordering for each product. Editing in line is allowed here. After enter all required fields, click Save button and Order Totals is automatically calculated Edit Shipping and Payment method You can set up Shipping and Payment method for the quotation: Enter the address you want the stock to be shipped to Select a shipping method for the quotation Estimate and enter the shipping cost Set dates when you start the shipment and expect delivery Select the payment term Choose the method to send order: N/A, , Phone, Fax, Vendor website Magento 1 Purchase Management extension version

19 At this time, you can choose to Save the PO, Send Request to the supplier (PO will be sent to the supplier s address), Print, Cancel or Confirm Purchase Order Confirm Purchase Order After clicking Confirm Purchase Order, you will be able to access 5 following tabs: Summary: This tab displays all the PO s information you have entered in the previous steps Received Item: This tab updates how many of each product in the PO you have received. You can mark all items as received, or manually do that for some products. If you have installed the Barcode Management extension, you can also enter the product s barcode and update its delivery status Returned Item: This tab records all products in the PO which you have returned to the supplier. Please note that you can only return products which you have received. Magento 1 Purchase Management extension version

20 A Return Items window will appear. Enter the date of return, select product(s) to be returned, type in the quantity to be returned and finish by clicking Return Invoices: This tab allows you to create invoice for the PO including payment and refund amount. A Create an Invoice window will appear. Enter the date of creating the invoice; select product(s) to be invoiced; type in the quantity to be billed, unit price (if different), tax and discount in percentage and finish by clicking Save. Magento 1 Purchase Management extension version

21 Transferred Item: transfers deliveries into a specific warehouse. Please note that you can only transfer products which you have received. A Transfer Items window will appear. Enter the date of transferring; choose the warehouse to transfer products to; select product(s) to be transferred; type in the quantity to be transferred and finish by clicking Transfer. Shipping and Payment: views and edits shipping and payment information for the PO which you may have input in creating the PO. General Information: displays the General Information that you input when creating the PO. Magento 1 Purchase Management extension version

22 Complete Purchase Order During the process of Confirm Purchase Order, you can complete the purchase order any time by clicking the Complete PO button at the right of the page. You can also Print, Send , Cancel or Save the PO during the process. You can complete a purchase order even when you have not received all requested items. When the purchase order status is completed, you cannot receive items anymore but you can still transfer received items into warehouses Manage Purchase Orders To create/ edit purchase orders, manage deliveries from suppliers to warehouses and return items from warehouses to suppliers, go to Purchase Orders submenu under the Purchase Order menu. The Manage Purchase Orders page contains information related to all POs including Reference Number, Date of the PO, Supplier, Ordered Qty, Received Qty, Billed Qty, Total Paid, Grand Total inclusive Tax (i.e. the total value of the PO) and Status. There are 3 types of Status indicating to which stage the PO has been processed: Pending: when you have input General Information and prepared product list; Processing: when you click the Confirm Purchase Order button; Completed: when you click the Complete PO button. Magento 1 Purchase Management extension version

23 Clicking on a PO will show you more details of the PO and let you continue editing the PO Generate Purchase Order from Quotation If you want to generate Purchase Order from Quotation, please go to Quotation> Quotations, click to choose a pending quotation. Then choose Convert Quotation to PO button. After that, a new purchase order is generated. Now you can: Edit Shipping and Payment method Confirm Purchase Order Complete Purchase Order 5. Settings There are 4 tabs to configure Purchase Management: Shipping method, Payment method, Payment term, Tax & Shipping Cost. Magento 1 Purchase Management extension version

24 5.1. Shipping Method This tab allows you to add/edit or delete Shipping methods for purchase orders. Click Add, enter name of the shipping method and set status (Enable/Disable) for each one. Click Delete to delete a shipping method. After all, do not forget to choose Save Config to save your work Payment Method This tab allows you to add/edit or delete Payment methods for purchase orders. Click on Add, enter name of the payment method and set status (Enable/Disable) for each one. Click Delete to delete a payment method. After all, do not forget to choose Save Config to save your work Payment Terms This tab allows you to add/edit or delete Payment terms for purchase orders. Click on Add, enter name of the payment term and set status (Enable/Disable) for each one. Click Delete to delete a payment term. After all, do not forget to choose Save Config to save your work. Magento 1 Purchase Management extension version

25 5.4. Tax & Shipping Cost This tab allows you to edit Tax & Default Shipping Cost for purchase orders. Default Shipping Cost: If you enter a shipping amount here, all purchase orders will automatically use this shipping cost as default. If you want to set different shipping cost for different purchase orders, leave this field blank. Apply Customer Tax: Set customer tax applied before or after discount. Default Tax (%): Enter default tax for purchase order items The End Magento 1 Purchase Management extension version

26 Contact us: magestore.zendesk.com Montgomery Street 1st Floor, San Francisco, CA 94111, United States. Magento 1 Purchase Management extension version