See also: Search Criteria, Creation Rules, Item Selection, Item Selection report, Item Summary, Item Summary report, Required Date, Required Date report, Customer Summary, Customer Summary report, Origin, Supplier/Price Selection, Supplier/Price Selection report, Supplier/Price Summary, Supplier/Price Summary report, Create Purchase Orders

The Consolidate Requests Wizard function in POP enables you to process four types of product request:

These requests can be grouped together enabling you to create larger orders, possibly taking advantage of better prices for bulk ordering.

When requests are grouped together, some of the information entered on the original requests may be lost or become irrelevant.

For example, grouping together requests that had different required by dates. There is only one required by date for each detail line in an order, if you combine requests for different dates you should be sure that the required by date is sufficient to meet the requests you are combining, or you could use the option to Consolidate by Required by Date.

See Introduction to Consolidating Purchase Requests.

Select Consolidate Requests to start the Consolidate Requests wizard.

The first window asks you to select the types of purchase request that are to be considered and consolidated into purchase orders.

Create Purchase Orders based upon:

Sales Orders - Request to Purchase (those Sales Orders flagged as BTB when processed).

Works Orders - Request to Purchase (generated from the Works Order Processing module).

Purchase Requests (Purchase Orders entered as Purchase Requests).

Stock Recommended Levels generated directly from Stock Control, using the Stock Calculation option.

A selection must be made in order to proceed to the next window, you can select more than one type of request.

If you have not purchased one of the modules that can be used with the wizard, such as the Stock module or the Works Order module, the options for the module will be unavailable for selection throughout the wizard.

This option can be selected to store the state of the tick-boxes on this window. This is User specific and the next time you start the wizard the tick-boxes will be set to the same state. Other Users can store their own preferred default.

All the tick-boxes on this window will be cleared (unticked).

Move to the next window of the wizard.

You can cancel the wizard at any time.