The preparation of orders takes into account all the parts you need in your account.

An automatic calculation enables you to include in this preparation of orders all the parts that are not in your stock and that you need to carry out a repair (service file) or make a sale (via the purchase order).

The preparation of orders is used to create supplier orders that you can use to enter into stock when you receive the parts.

This preparation of orders can be accessed from the navigation bar : 

 

 

Filters allow you to refine your search by: 

- Supplier

- Intervention file number

- Counter mark

- Replenishment

 

Replenishment is managed using part sheets with minimum and maximum quantities.

This makes it possible to manage automatic replenishments for fast-moving parts.

 

If you have specified a minimum or maximum quantity for a particular part, when you run the preparation of orders by selecting « Replenishment: Yes », the parts will appear in the list without a countermark and with the quantities predefined in the part master record: 

 

When the preparation of orders is generated without replenishment, all the parts for which an order is required in order to validate a job or a purchase order are displayed:

The reference BC in the origin indicates that the requirement is for a purchase order.

  • The « I » corresponds to a need for a repair file. 
  • « ATE » or « DOM »: indicates whether the repair is to be carried out at home or in the workshop..

These values are followed by the purchase order or job file number and the customer's first and last name.


 

 

You can change the supplier associated with a selection of parts by clicking on « Supplier » and then selecting the desired supplier: 

 

  1. Creating Supplier Orders

To confirm a supplier order, select the lines to be ordered from the list and then click on « Convert to order »:

 

Transforming the preparation of orders into a purchase order generates one purchase order per supplier.

 

During this validation, if one (or more) part(s) comes (come) from intervention files, a status of « 205 Spare parts ordered » will be added to the file follow-up.

 

If the supplier from whom the order was placed is a supplier present in AGORA, a window will suggest adding the parts to the AGORA basket: 

 

If the supplier from whom the order was placed is not a supplier present in AGORA, the order must be placed directly with the supplier.

You can generate an Excel file with the order information by going to the supplier order and clicking on « Transfer »: 

This file can be uploaded to suppliers' websites (if they manage uploads).