Order Request from Branch to Central
In
this example, you will be informed about how to carry out an order request from
the branch of a sub-installation (branch) to the central (main installation).
In this case, the central decides from where the item is to be sent to the
branch: either from the central stock, from a supplier or from the stock of
another branch or the central stock, if applicable.
A
general description of the various ordering options of the MICROS Retail OSCAR POS program
can be found in the documentation Ordering.
Preparation and Requirements:
- For the stock item in the branch that is to be
ordered from the central, the characterization Order Category has to be
set to "Central".
- A branch of the multi-branch installation (= main
installation) has to set the parameter Order Location in the update
program Branch to "Central".
Creating and sending the Order Request in the Branch
- Start the update program Application -> Stock
-> Internal Order Request -> Internal
Order to Central in the branch.
- Enter the data of the branch in the fields
"Company", "Branch", "Operator", "To
Stock" and enter the number of the branch set as the central in the
field "From Branch". The selection of a branch without the
characterization Order Location = Central is not permissive.
- Do not make an entry in the field "Branch Order
No.". This input field is filled automatically with the next free
order number when you store the order request.
- After you have entered valid data in these
fields, the buttons "Internal Order Position " and "Create
Request will become active".
- Now you can enter the update program
"Internal Order Position" via the appropriate button to enter
the items you would like to order manually.
or:
- You click on the button "Create
Request" to create an automatic order request to the central.
With the automatic order request, all items for which the order category
"Central" has been set and of which there is a missing quantity
in the stock will be collected for an order request by use of the values
Minimum und Maximum in the update program Stock
Item.
- After the order request to the central has been
stored, the button "Send to Branch " becomes active. By a click
on this button, the selected order request is sent to the central. The
search state "not sent" changes to "Is sent".
In order to avoid that all newly-created order requests have to be
confirmed each by a click on the button "Send to Branch" and
that a connection from the branch to the central has to be established
every time, the report "Send to Branch (all)" can be started
from the report menu to send all order requests which have not been sent
yet.
- After the order requests have been sent
successfully, the field Order Branch in the
update program Stock Item State is updated.
Processing Order Requests in the Central
- The order request sent from the branch to the
central is processed in the central by use of the update program
Application -> Stock -> Process Internal Order-> "Process Internal Order".
- In the update program "Process Internal
Order", all order requests from all branches are displayed. The
default setting for the display in the update program "Process
Internal Order" includes all order requests with the state:
Order not created=
For this order request, no order has been created yet.
Not send return
= For this order request, no return has been sent to the branch, yet.
Display selected
= All order requests according to the search statuses 1 and 2 are
displayed.
- First you have to start the update program
"Internal Order Position" via the button "Internal Order Position" to define
where the items in the order request are to be ordered and which quantity
can be delivered. The central decides here if the item is to be delivered
from the own stock, from a supplier or from another branch's stock.
Example1:
Branch 1 has sent the following order request to the
central (Branch order No. 3):
Item 51 10 x 50 l. Jar Beer
Item 52 240 x 0,5 l. bottles
Beer
Item 54 10 x 50 l. Jar Beer
Item 60 100 x 10 l. Container
Cola
- After you have entered the supplier or the branch
and the stock from where the goods are to be delivered to the requesting
branch for each position of this order request in the update program
"Internal Order Position", the
button "Create Order" in the update program "Process
Internal Order" becomes active.
Example 2
The central has processed the order request from Branch 1
as follows (Branch Order No. 3):
Item 51 10 x 50 l. Jar Beer =
is passed on to Branch 3 Stock 1
Item 52 240 x 0,5 l. Bottles
Beer = is ordered from Supplier 2
Item 54 10 x 50 l. Jar Beer =
is passed on to Branch 3
Item 60 100 x 10 l. Container
Cola = is delivered from Stock 1 of the central
- Click on the button "Create Order" in
the update program "Process internal Order" to process the
orders and to provide appropriate data records for the orders from the
supplier, from the stock of the branch and the out-movement to the related
branch.
- After the button "Create Order" in the update program
"Process internal Order" has been clicked on, the buttons
"Stock Order to Branch", "Send Return", "Stock
Move Branch OUT", Order" and "Print Order" become
active.
- The following functions are carried out via these
active buttons:
Stock Order to Branch:
This button becomes active when the orders from another branch have been
created after the button "Create Order"
has been clicked on.
According to Example 2, an order for the items 51
and 54 is sent to Branch 3.
Send Return
By use of this button, the requesting branch is sent an order
confirmation. When the update program Internal
Order to Central is started another time in the Branch 1, the branch
in which the order to the central has been created - the delivery quantity
and the supplier (central, other branch and supplier) will be displayed
for each order position in Internal Order
Position. The returned internal order positions are colored green.
Order
A click on this button takes you to the update program Order in which you
can process the data for the order from the supplier. According to the Example 2, an order to the Supplier 2 for item 52 is
displayed.
Print Order
A click on this button takes you to the print program for the supplier
order. According to Example 2, an order from the
Supplier 2 for the item 52 is printed.
Stock Move Branch out
A click on this button takes you to the update program Stock Move Branch out in which you can
process the data for the items to be moved out. According to the Example 2, a stock movement to Branch 2 for the item
60 is displayed. If you confirm this data record via the button
"Execute" in the tool bar, a connection to Branch 2 is
established and a stock movement out data record is sent. This data record
can then be confirmed as incoming goods in Branch 2 via the update program
Stock Move Branch in.
Processing Order Requests in the other Branch
As
shown in the Example 2, an order request has been sent
to the central. While processing this order request, the central has decided
that the items 51 and 54 are to be passed on to the Branch 2 (Stock Order to Branch) to deliver these items
from there to the Branch 1.
- The order request sent from the central is
processed in the Branch 2 by use of the update program Application ->
Stock -> Process internal Order -> "Process internal Order". For
characterization, the data record receives the name "Create from
Central".
- Via the active button Stock move Branch out, the following
functions are carried out:
According to Example 2, a stock movement out is
displayed to Branch 1 for the items 51 and 54. If you confirm this data
record via the button "Execute" in the tool bar, a connection to
the Branch 1 is established and a stock movement out data record is sent.
This data record can then be confirmed as incoming goods in the Branch 1
by use of the update program Stock Move
Branch in.
Processing Incoming Goods from an Order Request
By
use of the Example 2, the items of this order request are confirmed as incoming
goods in the Branch 1 after having been processed in the central and in the
Branch 2.
Through
the return of the order request to the Branch 1, the information where and
which quantity of the items are to be delivered will be provided.
The central has processed the order request from
Branch 1 as follows (Branch Order No. 3):
Item 51 10 x 50 l.
Jar Beer= is to be delivered from Branch 2 and is confirmed as incoming goods
in the Branch 1 by use of the update program Stock Move Branch in.
Item 52 240 x 0,5
l. Bottle Beer= is to be delivered by Supplier 2 and is confirmed as incoming
goods by use of the update program "Delivery". In the Branch 1, the
button Create Delivery in the update program "Internal Order to
Central" becomes active when the central has created an order from a supplier
through the return of the order request.
Item 54 10 x 50 l.
Jar Beer = has been delivered from the Branch 2 and is confirmed in the Branch
1 as incoming goods by use of the update program "Stock Move Branch
in".
Item 60 100 x 10 l.
Container Cola = is to be delivered from Stock 1 of the central and is
confirmed in the Branch 1 as incoming goods by use of the update program "
Stock Move Branch in ".
MICROS Retail Deutschland GmbH
Salzufer 8
D-10587 Berlin
Germany