This article will go through the scenario of ordering an individual item on a Vendor Order



Scenario:

 

A Customer wants to purchase  1 only individual item of Part# Q1234


The Dealership knows that Part# Q1234 can only be ordered from the Vendor on the Vendor Record (Smith & Co) as a packaged part (package = 10 items)



The Dealership does not want to lose the sale but the Dealership also doesn't want to be stuck with the rest of the packaged quantity ie 9 individual items left in stock


The Dealership decides to order that 1 individual item from another Vendor (Cup Supplier) who does sell the part individually


How to Process:


  • Create the Customer Order as normal and add the part (remember you can sell per individual item on Customer Orders)


User-added image


  • Create an Order > Parts Order for the other Vendor (Cup Supplier)

Click on User-added imageand search to add the relevant part


User-added image


  • At the moment it is automatically wanting to order 1 package of 10

  

User-added image



Click into the line item for the Action box to appear > check the radio box next to Order as Individual Items > click on User-added image



User-added image


  • The line item will change to say Ordered As Individual Items


User-added image


  • Finalise the Vendor Order as normal


  • When the part is received > finalise the Vendor Receiving / Vendor Invoice as normal


  • Finalise the Customer Order as required