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Purchasing

Purchasing. Purchasing Fundamentals . How CribMaster can help manage your inventory replenishment requirements. CribBin order information Item information - Expendable Supplier information Options. Purchasing Components . Purchasing Flow. Crib-Bin Bin Order Information.

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Purchasing

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  1. Purchasing

  2. Purchasing Fundamentals • How CribMaster can help manage your • inventory replenishment requirements. • CribBin order information • Item information- Expendable • Supplier information • Options

  3. Purchasing Components

  4. Purchasing Flow

  5. Crib-Bin Bin Order Information

  6. Item Information - Suppliers

  7. Authorize Purchasing

  8. Edit Purchase Orders

  9. Receive Items and Rework

  10. Ordering Options

  11. Ordering Options Continued

  12. Analyzer - Order Point Analysis

  13. Order Point Analysis Report

  14. Purchasing Conclusions • Purchasing is based on • CribBin Order Information • Item Information • Supplier Information • Option settings

  15. Additional Information • Auto Purchase Options • Supplier Records • Order Point Formula • Items that do not respond to an order point • Return Items • Review Items • Inspect Receipts • Purchase Reports

  16. Authorize Purchasing General Information • Two types of purchases that can occur: • One-time Item Buys • There is no CribBin for a one-time buy • Requires a Supplier and Supplier Item Number • CribBin Item Buys • Purchase against a CribBin in the system • Requires an Item Number, Supplier and CribBin

  17. Automatic Purchasing Options • Manually purchase all items • Auto-purchase only designated items • Auto-purchase all items • No Auto-purchase on Saturday • No Auto-purchase on Sunday • Auto-purchase start hour (0-23=0=midnight (Local) • Also print Faxed/Emailed PO’s • Auto-purchase reviewed ordering requirements immediately

  18. Supplier Records Address Info

  19. Supplier Records Purchasing Info

  20. Order Point Formula When the combination of the ‘Items In Bin + checked out’ and ANY incoming quantities (On Order, Transfer In) is equal or less than the Order Point (Override (MIN)) + Transfers out + Reservation Needs The Order Point Formula Order Point = Monthly Usage x AverageLeadTime + SafetyStock CribMaster will generate and order need for a bin when the quantity is less than orequal to the Order Point! (Bins that use transfers for restocking, AverageLeadTimeisnot calculated…but is specified on the Order Options page!)

  21. Items that DO NOT RESPOND to Order Point • Rework Reworked– the ‘used’ reworkable items do not get replenished. Replenishment happens for the ‘new’ reworkable only. • Any item type without a Primary Supplier associated.

  22. Return Purchased Items • After a quantity is received, that quantity can be returned to the supplier from this view • Look-and-feel of this view is very similar to the Authorize Purchasing view

  23. Review Items to Order • Option to send items to this view is enabled by crib • Crib Properties > Advanced • Option Label • Require order review before orders for this crib are processed

  24. Review Items to Order

  25. Inspect Receipts • Items in this view have arrived from the Receive window and wait for inspection before the quantity is received.

  26. Inspect Receipts • All of the process, function and filter controls are the same as the Receive Orders and Rework view with the exception of the following process buttons • Fail Inspection • Fails the specified receive quantity for inspection • Cancel Inspection • Returns the specified receive quantity to the Receive Orders and Rework view

  27. Purchase Order Reports – PO Detail • Purchase Order Detail • Report • PO Details with User Fields • Alternate PO Detail Report • PO Detail Summary Report • Past Due Report • Past Promised Date Report • Export PO (Csv)

  28. Purchase Order Reports • PO • Auto-Purchase Schedule

  29. Pending Order Reports • Pending Order List • Orders Waiting For Review

  30. Purchasing Fundamentals • Purchasing is based on • CribBin Order Information • Item Information • Supplier Information • Option settings

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