Once you have entered in the cost of the expenses, select the ‘Save’ button

7. Select ‘OK’ to finalise. This will update the creditors file and subsequently delete the order within the current invoices tab.

#Note: Items that require goods labels will automatically print after ‘Order Delivery’

according to the goods labels setting in stock cards and any shelf labels reflecting altered retail prices will now be in the shelf label queue.

8. Below is a slightly more detailed description of some of the colours shown above in Figure 304.

Colour Description

Green text, White

background Item that are ‘matched’ are indicated by green text. This informs you that the invoice item matches the order item. If an invoice isn’t matched it will be coloured differently.

Green text, Yellow

background Items highlighted in yellow have had a price change. The price

change may be up to the cost, list, real or retail prices. The prices that have changed on that line are indicated by an asterix (*). Place (hover) your mouse over a changed price to see what the old price was. The new prices in this invoice will be updated to your stock card at the point of order delivery; make any required changes to the cost or retail price prior to order delivery.

Red text Items that are coloured red indicate ‘No Supply’. This is usually because an invalid ordering code was user, the item is out of stock or has been discontinues from the supplier. Upon order delivering of this invoice you will be prompted to add these items to the re-order files if desired.

Burgundy text Items that are coloured burgundy indicate ‘Additional Supply’. These are items that have been added to the order invoice that were not part of your original order. These may be replacement products, from a turnover order or backorder release.

Royal Blue text ‘Under Supply’ items are coloured royal blue, this indicates that the order quantity is greater that the invoice quantity.

Dark Blue text Dark blue text indicates ‘Over Supply, this means that the invoices quantity exceeds the ordered quantity.

7.15 View Menu Options

The below options can be selected from the ‘View’ drop-down menu.

Order Status Definition

Current This will display all current orders (all Orders that have a status other than ‘Delivered’)

Completed This will display all orders that have been delivered.

Search This option allows you to search for orders and invoices current or completed. The search window (Figure 306) allows you to search using a number of filters, these include:

• Include Completed Orders

• Include Current Orders

• Date Range

• Supplier

• Product

• Staff ID

• Greater than $

• Order No.

• Invoice No.

Figure 306

7.16 Edit Menu Options

The below options can be selected from the ‘Edit’ drop-down menu.

Option Definition

Delete Order This will allow you to delete any order that has a status of

‘New’.

Merge Order This will allow you to merge any two orders that have any status other than ‘Ordered’.

If you merge together two orders with different suppliers the merged order will not be set with a supplier.

Mark as New This option allows you to mark any order with a status of

‘Ordered’ (or ‘Back-Ordered’) to ‘New’.

If you want to delete an order with a status of ‘Ordered’ you will need to ‘Make as New’ before you can delete it.

Mark as Ordered This option allows you to mark any order with any status of

‘New’ or ‘Acknowledged’ to ‘Ordered’.

Mark as Acknowledged This will allow you to mark any orders that have any status other than ‘Reorder’ to ‘Acknowledged’.

Change Supplier for Order See section: 7.16.1 – Change Supplier For Order.

Add New Supplier See section: 7.16.2 – Add New Supplier.

Edit Supplier Details This option allows you edit the supplier details including name, address details and price and ordering settings.

Edit Invoice Number This option allow you to change the invoice number when in the

‘Invoice’ tab.

Delete invoice This option will allow you to delete an invoice when in the

‘Invoice’ tab.

7.16.1 Change Supplier For Order

The option will allow you to change the supplier that is set for any particular order. If the new supplier you set does not have a valid PDE for this product the following window will appear (see Figure 307).

This window requires you to choose an option so that the item can be ordered correctly from the new supplier.

You can go through each item that does not have a valid PDE one-by-one and choose a way to

proceed, but, if you are going to use one proceed for all invalid PDE simply select the option and tick the ‘Apply selection to all items with an Invalid PDE’.

Figure 307

7.16.2 Add New Supplier

The option will allow you to add a new supplier to order with. Once you add a Supplier Name (add other details if applicable) you must select ‘Save’ before you can set the ‘Advanced…’ options.

The Advanced Settings have two tabs.

The first tab is ‘General Options’ (Figure 308), this tab allows you to set three different options:

• Cost Price Include GST – When collecting an electronic invoice from you wholesaler the 10% GST is removed so that the correct prices are added to the stock card for list, real and retail – if ticked.

• Order using barcodes – Tick this option if you would rather send the barcode of your product to supplier than Partcodes.

The second tab is ‘Price Update Options’

(Figure 309), this tab will allow you to set two different options:

• Update list cost – If you want your list cost to be updated when receiving an electronic invoice tick this option.

You must then choose to either change the retail price to match the markup or to recalculate the markup to match the retail price.

• Update Real cost – Tick this option if you want the Real cost to be updated when receiving an electronic invoice.

The ‘Settings’ tab allows you to set your order details based on the connect type you select.

To set these options for your supplier please contact Corum Support.

Figure 308

Figure 309

7.17 Reports Menu Options

LOTS Orders has one major report called

‘Order/Invoice Item Detail Report’. This window (see Figure 310) provides many filters such as:

• Search For (Orders or Invoices)

• Status (Current or completed)

• Date Range

You can also choose how you wish to sort by: Order/Invoice Date or alphabetically by Item.

Once you have made your selections, select ‘OK’ to generate the report (Figure 311).

Figure 310

Figure 311