Automatic purchasing - ADD-ON
With Automatic Purchases, you can let orders flow directly to your integrated distributors – faster, smarter, and with less manual work. Set your own rules to decide:
Which suppliers to buy from
For which customers purchases are automatic
Exceptions where manual control is needed
The set of automatic purchases is based on creating a set of rules that control which purchase orders are sent automatically to integrated distributors, and for which customers. By default, all purchases are automatic, and in the editor you then add exceptions for when a purchase is not sent automatically.
Rules can also be set up for which suppliers should be available for these purchases.
You can also have different rules set for different customers.
Editor
The editor has four tabs that allow you to customize the terms and conditions that apply to automatic purchases. These terms and conditions can also be made customer-specific. As the image above shows, in this set of rules;
Order items have successful PNA check
If a correct PNA check and response is not received, automatic purchases will not be made.
Maximum % price difference..
The maximum allowed price difference during PNA check is set to 2.5%. If the prices differ more, the purchase will not be automatically made.
Require order lines to have positive margin
If not all order lines have a plus margin, automatic purchases will not be made.
Require domestic delivery address
If the order's delivery address is outside your own country, purchases will not be made automatically.
Require products in stock
If the products on the order are not in stock at PNA check, automatic purchases will not be made.
Disallow order comments
If the order contains a comment, the purchase will not be made automatically.
Disallow attached files
If the order contains an attached file, the purchase will not be made automatically.
Disallow bids
if the order contains a bid, the purchase will not be automatically made.
You can also add rules for maximum and minimum margin per order line, total order amount, number of allowed suppliers, packages and more.
Order list - evaluation status
When a customer order is placed, with the status New, an evaluation process begins (clock icon) where a PNA check is carried out and the outcome is evaluated against established criteria that were previously set up for automatic purchases.
After the evaluation process, a status symbol appears in the order list. The order's evaluation log shows which rule was not met and the order can then be forwarded for manual handling.
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