Stock Orders are files created by a manufacturer's centralised part replenisher system which anticipates the parts that a dealership is likely to require from its sales data.
Note: Not all manufacturers provide this service, in which case the Orders tab on the Advice Note and Order Processing form is not displayed.
Stock order files are loaded and converted at the same time as advice notes and assigned an order number. There are three types of order: Manual, Automatic and Suggested. Manual orders must be accepted or rejected after loading, as described below. Automatic and Suggested orders are automatically created in Purchase Control but are also displayed here for your reference. The parts associated with Automatic orders are normally already being dispatched by the manufacturer and so must be received. Suggested orders, on the other hand, contain suggested quantities and can therefore be edited and re-submitted from Purchase Control.
To display/print stock orders:
From the OPERATIONS menu, select the Advice note menu option.
The ADVICE NOTES MENU is displayed.
Select the Advice note maintenance option.
If there is more than one Purchase Control company, you are prompted to select the company.
Select the PC Company.
The Operator form is displayed.
Enter your Login and Password, and click OK.
The Advice Note and Order Processing form is displayed.
Display the Orders tab.
The system displays a list of stock order files currently on the Autoline system.
Do one of the following:
To view an order, select the order and click the View Selection button.
To print a stock order to the currently selected printer, select the order and click the Print button.
Manual orders must be accepted or rejected using the Advice Note and Order Processing form. If accepted the software creates the order in Purchase Control and sends an order confirmation file to the manufacturer. If rejected it is marked as "processed" and, depending on the manufacturer, either ignored or returned to the manufacturer as a rejection notice.
To accept or reject a manual stock order:
Follow the instructions above to display stock orders.
From the Order number/DealerRef grid, select the unprocessed order you want to accept or reject.
The parts order lines are displayed.
Do one of the following:
To accept the order, click the Accept button.
To reject the order, click the Reject button.
