FAQs on Purchase Order and Indent in Shoper 9
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1 FAQs on Purchase Order and Indent in Shoper 9
2 The information contained in this document is current as of the date of publication and subject to change. Because Tally must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Tally, and Tally cannot guarantee the accuracy of any information presented after the date of publication. The information provided herein is general, not according to individual circumstances, and is not intended to substitute for informed professional advice. This document is for informational purposes only. TALLY MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS DOCUMENT AND SHALL NOT BE LIABLE FOR LOSS OR DAMAGE OF WHATEVER NATURE, ARISING OUT OF, OR IN CONNECTION WITH THE USE OF OR INABILITY TO USE THE CONTENT OF THIS PUBLICATION, AND/OR ANY CONDUCT UNDERTAKEN BY PLACING RELIANCE ON THE CONTENTS OF THIS PUBLICATION. Complying with all applicable copyright and other intellectual property laws is the responsibility of the user. All rights including copyrights, rights of translation, etc., are vested exclusively with TALLY SOLUTIONS PRIVATE LIMITED. No part of this document may be reproduced, translated, revised, stored in, or introduced into a retrieval system, or transmitted in any form, by any means (electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission of Tally Solutions Pvt. Ltd. Tally may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document. Except as expressly provided in any written licence agreement from Tally, the furnishing of this document does not give you any licence to these patents, trademarks, copyrights, or other intellectual property Tally Solutions Pvt. Ltd. All rights reserved. Tally, Tally 9, Tally9, Tally.ERP, Tally.ERP 9, Shoper, Shoper 9, Shoper POS, Shoper HO, Shoper 9 POS, Shoper 9 HO, TallyDeveloper, Tally Developer, Tally.Developer 9, Tally.NET, Tally Development Environment, Tally Extender, Tally Integrator, Tally Integrated Network, Tally Service Partner, TallyAcademy & Power of Simplicity are either registered trademarks or trademarks of Tally Solutions Pvt. Ltd. in India and/or other countries. All other trademarks are properties of their respective owners. Version: FAQs on Purchase Order and Indent in Shoper 9/1.1/July 2010
3 FAQs Q1. Can I raise a Purchase Order/ Indent directly to the service location (Distributor/ Shoper 9 Distributor)?...1 Q2. In case I raise a Purchase Order/ Indent directly to the Shoper 9 Distributor s location from POS, will it synchronise?...1 Q3. Can I generate an attribute-wise Purchase Order and a Stock number-wise Purchase Order?...1 Q4. Can I configure Purchase Order on Cost Price, MRP, Last Purchase Price or Dealer Price?...1 Q5. What is Dispatch Advice?...1 Q6. What is the difference between an Indent and a Purchase Order?...2 Q7. Can a service location (Shoper 9 Distributor) convert a Purchase Order into Dispatch Advice?...2 Q8. Can HO convert a Purchase Order into Dispatch Advice?...2 Q9. Can HO consolidate multiple Purchase Orders?...2 Q10. Why is consolidation of Purchase Orders required at HO?...2 Q11. Can a Shoper 9 Distributor consolidate multiple Purchase Orders?...2 Q12. Why is consolidation of Purchase Order required at Shoper 9 Distributor?...2 Q13. Can I partially inward a Purchase Order?...3 Q14. Can I partially outward a Dispatch Advice?...3 Q15. Can I print barcodes against a Purchase Order/ Indent?...3 Q16. What is Purchase Order/ Indent Conversion?...3 Q17. Can I print Ship to and Bill to addresses in a Purchase Order?...3 Q18. Can we view the image of the items in any Purchase Order transaction?...3 Q19. Who shall service the Purchase Order?...3 Q20. How to specify showroom-wise service provider of a Purchase Order at Shoper 9 HO?...4 Q21. How to make Purchase Order selection mandatory/ non mandatory for vendor/ supplier at Shoper 9 HO and POS?...4 Q22. How can I record inwards which does not have a matching Purchase Order at Shoper 9 POS?. 4 Q23. How to foreclose a pending Purchase Order at Shoper 9 POS?...4 i
4 Q24. How can we view the pending Purchase Order in Inwards based on dispatch details at Shoper 9 POS?...4 Q25. What is Purchase Order prefill at POS?...5 ii
5 FAQs on Purchase Order and Indent Q 1. Can I raise a Purchase Order/ Indent directly to the service location (Distributor/ Shoper 9 Distributor)? Yes, a Purchase Order/ Indent can be raised directly to the service location (Distributor/ Shoper 9 Distributor). Q 2. In case I raise a Purchase Order/ Indent directly to the Shoper 9 Distributor s location from POS, will it synchronise? It is not possible to synchronise automatically. Manually export the Purchase Order/ Indent file and import at Shoper 9 Distributor s location. Q 3. Can I generate an attribute-wise Purchase Order and a Stock number-wise Purchase Order? Yes, it is possible to generate attribute-wise Purchase Order and Stock number-wise Purchase Order as per the settings in Purchase Order Configuration. Q 4. Can I configure Purchase Order on Cost Price, MRP, Last Purchase Price or Dealer Price? A Purchase Order can be configured either on Cost Price, MRP, Last Purchase Price or Dealer Price. Q 5. What is Dispatch Advice? A Dispatch Advice contains details of items and quantity to be delivered to each location by the service location. An Indent/ Purchase Order is raised by a POS and sent to a Shoper 9 Distributor. The Shoper 9 Distributor converts this into a Dispatch Advice slip. Based on this Dispatch Advice, goods are sent to the respective POS location which can be recalled in Goods Ourwards for auto pre-fill. 1
6 FAQs on Purchase Order and Indent in Shoper 9 Q 6. What is the difference between an Indent and a Purchase Order? An Indent is raised by a store within a chain to its service location (Shoper 9 Distributor)/ HO when there is a requirement for an item. Purchase Order is raised by a store/ service location/ HO to a Shoper 9 DIstributor/ outside supplier when there is a requirement for an item. Q 7. Can a service location (Shoper 9 Distributor) convert a Purchase Order into Dispatch Advice? Yes, a service location (Shoper 9 Distributor) can convert a Purchase Order into Dispatch Advice when goods are dispatched for the Purchase Order received. Q 8. Can HO convert a Purchase Order into Dispatch Advice? No, HO cannot convert a Purchase Order into Dispatch Advice. HO can convert an Indent into a Dispatch Advice and Purchase Order into a Sales Order. Q 9. Can HO consolidate multiple Purchase Orders? Yes, HO can consolidate multiple Purchase Orders. Q 10. Why is consolidation of Purchase Orders required at HO? A HO may receive Purchase Orders (and Indents) raised from one or more POS locations. These multiple Purchase Orders are to be consolidated into one Purchase Order which is then sent to a Vendor/ Supplier. Q 11. Can a Shoper 9 Distributor consolidate multiple Purchase Orders? Yes, a Shoper 9 Distributor can consolidate multiple Purchase Orders. Q 12. Why is consolidation of Purchase Order required at Shoper 9 Distributor? A Shoper 9 Distributor may receive Purchase Orders (and Indents) raised from one or more POS locations. These mulitple Purchase Orders are to be consolidated into one Purchase Order which is then sent to a Vendor/ Supplier. 2
7 FAQs on Purchase Order and Indent in Shoper 9 Q 13. Can I partially inward a Purchase Order? Yes, partial inward of a Purchase Order is possible at POS. This partial inward of goods can be done with reference to the Purchase Order when goods are short received. Q 14. Can I partially outward a Dispatch Advice? Yes, partial outward of a Dispatch Advice is possible by a Shoper 9 Distributor. This partial outward of goods is possible with reference to the Dispatch Advice when there is no sufficient stock with the Shoper 9 Distributor. But, recalling of the same Dispatch Advice is not possible. Q 15. Can I print barcodes against a Purchase Order/ Indent? Yes, barcodes can be printed against a Purchase Order/ Indent. Q 16. What is Purchase Order/ Indent Conversion? The process of creating a Sales Order from Purchase Order, or Dispatch Advice from Indent is known as Purchase Order/ Indent Conversion. Q 17. Can I print Ship to and Bill to addresses in a Purchase Order? No, only the Ship to address can be printed in a Purchase Order. Q 18. Can we view the image of the items in any Purchase Order transaction? Yes, images of the items in any Purchase Order/ Indent transaction can be viewed if the same exists in the Item Master and if the Purchase Order is created based on stock number at stock number level only. Q 19. Who shall service the Purchase Order? The Shoper 9 Distributor is the service provider (service location) who services a Purchase Order. 3
8 FAQs on Purchase Order and Indent in Shoper 9 Q 20. How to specify showroom-wise service provider of a Purchase Order at Shoper 9 HO? At Shoper 9 HO, a specific service location can be tagged to a showroom to specify the service provider in Masters > Supply Chain Network > Company Showroom at Shoper 9 HO. Q 21. How to make Purchase Order selection mandatory/ non mandatory for vendor/ supplier at Shoper 9 HO and POS? At Pos, the Purchase Order applicability is enforced/ implemented as per the option selected (Y- Mandatory, N-Non Mandatory or C-Conditional Partial) in the System Parameter, Purchase Order or Indent is mandatory in Goods Inwards under Inwards. This setting is applicable in general to all vendors/ suppliers. However, HO can override the POS settings based on the parameter setting in the Showroom Master Synchronisation Rule(s). The selection of Purchase Order in POS can be set as Conditional, Mandatory and Optional at HO. This setting can be different for each Vendor/ Supplier. Q 22. How can I record inwards which does not have a matching Purchase Order at Shoper 9 POS? To record any inwards which does not have a matching Purchase Order at Shoper 9 POS, the following setting is required in the System Parameter, Purchase Order or Indent is mandatory in Goods Inwards under Inwards Select N (Non Mandatory) if there is no Purchase Order or Select C (Conditional Partial) if some of the items being taken for inward is in Purchase Order Q 23. How to foreclose a pending Purchase Order at Shoper 9 POS? A pending Purchase Order can be foreclosed at Shoper 9 POS by selecting the option, Purchase Order > Foreclose. Q 24. How can we view the pending Purchase Order in Inwards based on dispatch details at Shoper 9 POS? It is not possible to view all the pending Purchase Order based on Dispatch details. The Purchase Order browse window at Shoper 9 POS displays only the pending Purchase Orders specific to a supplier. 4
9 FAQs on Purchase Order and Indent in Shoper 9 Q 25. What is Purchase Order prefill at POS? Purchase Order prefill is populating the details of selected Purchase Order in the Inwards grid. This is controlled by the setting, Auto Pre-fill PO details in Goods Inwards (Only in POs based on stock number) in System Paramters under Inwards at POS. 5
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