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Customer Settings - Warehouse Management (Purchase Order Products)

Table of Contents


Purpose

On this tab you can set up to 10 Purchase Order Product Custom Fields. Custom Fields for a Purchase Order Product allow you to record certain information against the stock, such as a batch number, serial number, SSCC number, production date or pallet ID. You can create Custom Fields for any kind of data you wish to record against the Purchase Order. 

For steps on how to create Purchase Order Product Custom Fields please see - Setting up Custom Fields for Purchase Order Products

Before adding stock for a new Customer, be sure to add any Custom fields they require prior to adding the stock. 
 

Purchase Order Product Expiry Date

Retain When Performing Sale Order Stock Optimisation? When you allow the system to optimise a Sale Order, it selects new stock based on the expiry date (see above) and your stock selection method (FIFO, etc). If you select this option, then optimising Sale Order stock will also restrict the search to stock that has a matching value for this field.For example, if you have a Sale Order Product which is assigned to stock with Expiry Date: "2020-10-27", then performing stock optimisation will only find stock with Expiry Date "2020-10-27".
Expiry Date required? Allows you to force the expiry date to be entered or not.
Verify when picking  Enable this setting to require the expiry date to be verified when picking the product. 
Expiry Date GS1 Barcode Field Identifier Required when using SSCC to specify the GS1 field identifier for the expiry date. See Enabling and using SSCC/GS1 labels for more information.

 

Purchase Order Product Custom Fields

For steps on how to set up Purchase Order Product Custom Fields and explanations for each setting please see - Setting up Custom Fields for Purchase Order Products

 

Example Fields displayed in a Purchase Order

In this example, we have created three custom fields: Batch Number, Pallet Size, and Serial Number. These fields can now be populated when adding product to a Purchase Order.

customer settings_purchase order products_1.png