Orders

This tab is reserved for holders of the "Order Processing" license.
It helps to simplify your purchasing process.

The standard order cycle is as follows:

• We detect the lack of a reference
• We calculate the quantity to be ordered
• We prepare the order
• We send the order
• We track the expected delivery date
• The material is delivered and added to the stock, sometimes in several steps.
• We finalize the order and send it to the accounting department for payment.

These steps are handled by SIM as follows:

• We detect the lack of a reference

Each reference has a minimum and maximum threshold.
When we are below the minimum threshold, the reference goes into alarm, it is detected by the "SIM command assistant".

• We calculate the quantity to be ordered

The assistant calculates the difference between the maximum set by the user and the current quantity.
Thus, if there are still 5 units of a product with a minimum of 10, and the maximum is 100, the assistant will propose to order 95.

• We prepare the order

The order tab displays a table with references and quantities that can be changed if needed.

• We send the order

A Print button allows you to generate an Excel file from all available information.
A mail button allows you to send the mail with this file attached to your supplier.
The order that was in the "New" status then changes to the "Released" status.
It can no longer be edited.

• We track the expected delivery date

SIM orders contain 4 dates that allow to monitor their correct execution:

• Creation date: you can anticipate well in advance without having the final quantities
• Sending date: allows you to monitor the delivery time
• Delivery date: this is the expected delivery date, which can be changed until the products have arrived
• Closing date: this is the moment when nothing is expected, the order can no longer be edited and is archived in a hidden table of "closed" orders.
  

 

• The material is delivered and added to the stock, sometimes in several steps.

Based on the initial quantities table, the actual quantities received are updated.
A button allows you to enter all the expected quantities in one click.
The quantities received can be updated several times, without time limit.

• We finalize the order and send it to the accounting department for payment.

When all the ordered products have arrived, or when we know they will no longer arrive, we change the status of the order from " received " to sold.
It can no longer be edited because it is a part of the accounting department for payment.
Closed orders are kept for an unlimited period of time, but can be settled regularly by a simple request.

Order lists

The tab looks as usual.
A new button appears to print an order without having to "open" it.
 

Orders according to SIM are entries in the following format:

Field	Format	Description
ID	Integer	Unique identifier assigned by SIM
Supplier	Text	Recipient of the order, chosen from the SIM list
Pending	Text
Creation	Date	Date of creation of the order
Start	Date	Date the order is sent to the supplier
Validate all these moves	Date	Expected delivery date
End	Date	No more expectations on the date
Status	Text	Creation, Sent, Received, Balanced
Comment	Text	Free text area that enables remarks to be made throughout the lifespan of the order

Button	Action
Help	Opens a browser on the SIM website page.
Refresh	Displays all data in the database, regardless of previous searches. Also allows you to have up-to-date data in a multi workstation version.
Export	Exports the displayed data in an Excel file, in the displayed order.
Edit	Opens the file of the selected order for editing or viewing products and settings.
Print	Prints a slip that can be sent to the supplier
New	Creates a new order and opens its settings sheet.
Labels quantity= product quantity ?
Location	The location is a field that you can use as you wish. No treatment, except research, uses the location.

This is the presentation of a purchase order:
Observation:
The assistant button is described below.
As SIM is not an accounting software, the analytical codes are simply presented according to those already used in the software.
A product is selected by its supplier or family. Mixing suppliers in the same order seems odd, but possible.
The prices offered are those of the product tab. These prices can be modified before ADDING.
The comment area is not processed by SIM.
The way the Mail button works to send the order to the supplier depends on your settings.

In the Creation screen there is a Assistant button that is quite effective.
It searches among the products of the selected supplier or family for products whose quantity is less than the minimum.
It calculates the quantities to be ordered to reach the maximum set in defining a reference.
Of course, these quantities can be corrected manually, and entire lines deleted before being saved.

Depending on the status of the order, the editing window changes in appearance.
When the order is issued, only the dates can be edited.
When the order is incoming, the quantities are entered in the Received column as they arrive, the actual column displays the quantities already received.
The Add to stock button.