Calculating what is in stock for an order..

yuppicide

Let's say I have an order.. it has 30 items on it totalling $3500. Is there a way to calculate a list of only the items we have in stock to give to a customer and get the total pieces, amount, etc?

What we're doing now is making a copy of the document, deleting the new items which have not come in yet, printing a proforma invoice, sending that to our sales rep, and then deleting the new order we created. Seems like more work than I should have to do.

Savatage

We had a mod done in the beginning:
Where a new field called "Qty_Ordered" was created.

It then checks with the actual Qty avaialable = which is basically the quantity minus the qty alread allocated (or already on a sales order)

so if we have an item that has 100 pcs & 10 is on an order already (leaving 90)
if we enter 100 in your sales order the Qty_ordered says 100 & the Qty field shows 90.

Like I said this is a mod but I don't think it was all that hard to do.

Perhaps, if you can't do that - have you tried using the Sales Quotes?
Create the order (doesn't effect anything) if the order is accepted you can use the create sales order function

yuppicide

Our our Item Reports we have a report that is "Qty Available with Variant Code" that shows Quantity Available on that, but does not show up as a field on
Sales Orders or anything, only in that report I believe.

I will look at the Sales Quote feature. Thanks!

EDIT: Sales quote looks pretty nice, but also pretty basic. I'm going to first ask if it's something we'd like to start using at my office. I can explain them what could be our benefit and then I'm going to add in a column for color and size if possible. I think that is all that's possibly missing from our report.

Savatage

soulds like you would need to add a field to the sales line table and use the code that's on that report to show you the availability on the fly. So it appars to be a mod that you would need to contact a developer to help you with that.

David_Singleton

yuppicide wrote:

Let's say I have an order.. it has 30 items on it totalling $3500. Is there a way to calculate a list of only the items we have in stock to give to a customer and get the total pieces, amount, etc?

What we're doing now is making a copy of the document, deleting the new items which have not come in yet, printing a proforma invoice, sending that to our sales rep, and then deleting the new order we created. Seems like more work than I should have to do.

Just set the Quantity To invoice field to the Quantity you have available and then press F9 to get the amount.


KISS !

Savatage

that is simple, but I was under the impression that they didn't want to have to look-up every item to see if was available or not. if you have a ton of items it would take a while to enter 1 order like this.

David_Singleton

Savatage wrote:

that is simple, but I was under the impression that they didn't want to have to look-up every item to see if was available or not. if you have a ton of items it would take a while to enter 1 order like this.

:oops: oops I must have had this open a long time before replying, I was replying to the first post and didn't see the other replies.