Use these tools for a deliberate supplier purchase or to review an existing purchase.
Customer orders are processed in Orders, where Process creates and sends any required supplier purchase.
Raising a purchase here creates it without emailing the supplier.
Product Registry buying decision
Product Registry is the authority for supplier offers,
the supplier's product code and the supplier minimum order.
Check is read-only.
Raise creates the exact registered Phoenix purchase order and
never sends an email. The quantity here is what Phoenix buys from the
supplier - it is not a customer's order quantity.
Restock queue - purchases from suppliers
Existing stock replenishment proposals. The purchase trigger determines when
to buy; the reorder quantity and recorded supplier prices determine how much.
Check the reason before raising a proposal. This creates a purchase without
emailing it. Open its preview to review and send it.
Include
Job number
Product ordered
Customer
Customer order quantity
Material date
What is happening
Supplier PO already raised
No customer orders are waiting on board.
Suppliers
The default recipient is where a Phoenix-sent purchase
order will go once sending goes live. Empty means there is no default,
and that supplier cannot be sent to.
Supplier
Email on record
Default purchase-order recipient
Credit terms
Status
No suppliers on record yet.
Add a supplier
For a supplier Phoenix has never bought from.
Spell the name exactly as their paperwork does - the raise-PO check
matches the approved offer's supplier name against this one. Purchase
orders will go to the email typed here until you change the default
recipient above.
Replenishment proposals - what to buy from a supplier
A despatch took a product's shelf position below its
reorder trigger. The trigger says WHEN to reorder - it is a threshold,
not a stock level. The quantity to buy says HOW MUCH, and the supplier
minimum order is its floor. A proposal is a review item, not a
purchase.
Product sold
Supplier buy code
Supplier
On the shelf after this despatch
Reorder trigger (when)
Quantity to buy from the supplier (how much)
Action
Nothing needs replenishing.
Supplier purchase order
Outcome unknown — search the wip@ mailbox for the Bcc
copy of this PO before choosing.