Order Template Manager

Use Order Template Manager to setup a series of suggested ordering templates. The design principle is based on each item having a set ordering method (this is set by item by store). Each location can choose to use Min/ Max, top up, order XXX days and replenish. The order template is supplier-based and allows you to combine the different ordering methods into one Purchase Order. The program looks to the order method linked to the ITEM in Item Profile then looks at the template requirement. This is to save time sending Purchase Orders.

Add or Modify Order Templates

1. Open and Login to POSWorks System Menu.

2. Navigate to the Order Template Program.

to add an Order Template, select New, enter available information in Criteria Summary and select Save.
to Modify an Order template, search and select Template, edit Criteria Summary and select Save.

To Create a Order Template using Item Groups, Item Group will need to be created first in Item Maintenance. To learn how to do this, see guide here.

Criteria Summary (* = mandatory field) (# = only required if relevant to the Items)

Field name Description Description Your preferred reference name for this template * Supplier Name of the Supplier that will invoice you the stock # Manufacturer Name of the maker of the Items # Agent Name of the third party that you need to give the order to so you get the best trading terms Include Scripts on hold data

If ticked, data from script hold pool will be used to suggest orders

ie. if Lipitor 20mg has a SOH of 7 and 3 have already been dispensed, then the order template will pretend that Lipitor 20mg has a SOH of 4.

Order Method Option to select one single order method type Min SOH to be used as absolute minimum holding Option is only visible if the related Site Configuration option is enabled. When ticked the value for Min SOH will be applied to any order type to ensure the minimum SOH is retained. Max SOH to be used as absolute maximum holding Option is only visible if the related Site Configuration option is enabled. When ticked the value for Max SOH will be applied to any order type to ensure the maximum SOH is retained. Use Individual Item settings Where you have applied Suggest Methods at the Item level, this option will only order based on the settings you apply. You can use one or a combination of Suggest Methods to create your order.

When your order is being generated the system will only look at Items that have the Item Order Method matching the chosen order method.

Only Items with this order method Where you have applied Suggested Methods and you only want the order to pull in Items with that Suggest Method. Selected Item Groups Option to Order against a Item Edit Group that has been set up Select Categories Allow you to include or exclude a range of Categories Allow Deal Qty Boosting Option to boost order quantities to achieve required quantities for active deals.