Allow a purchase contact to deliver directly to a sales contact

Using the order proposal, you can have articles on a sales order delivered directly by the purchase contact to the sales contact delivery address. You can use this method for articles that are not frequently sold and for which you therefore do not want to hold stock. For a quick delivery, you use the order proposal to have the purchase contact deliver directly to the sales contact. In this way, you also save on shipping costs.

A precondition is that you set Order proposal with sales to Always (entire order line processed via purchase order) for the article. Otherwise part of the order line would have to come from your stock.

Project location

You can also have articles delivered directly to a project location. In Projects this is done from the cost estimate without additional settings. If you have selected the Direct supply from supplier check box on the cost estimate line for the article, the order proposal field Proposal type is set to the valueCode percentage. When creating the order proposal lines, information from the header of the linked cost estimate is used to enter the delivery organisation and the delivery address. You can see the project number and the project phase in the detailed information of an order proposal. If you want this to be the case, you must include these fields in the data collection of the view.

To set up an article for delivery by the purchase contact to the sales contact address:

  1. Go to: Order Management / Item / Article.
  2. Open the properties of the article.
  3. Go to the tab: Stock.

  4. In Stock check, select the check method to be used when a sales order is added, in this case Check for available stock (sales order and packing slip) (whether the physical stock is sufficient).
  5. In Order proposal with sales, select the correct option - in our example Always (entire order line processed via purchase order).
  6. Go to the tab: Purchase contacts.

  7. Check if the correct purchase contact is set up as Preferred purchase contact. The article will be ordered from this preferred purchase contact.
  8. Click on: OK

Adjust the entry layout for sales orders/cost estimate:

When entering a sales order, you want to specify that the line must be delivered by the purchase contact directly to the sales contact. For this reason, you add the Direct supply from supplier field. Also add the Reserved for purchase and Pending order quantity fields to clarify the order status. Pending order means that the quantity in this field is outside of the sales process. This means that Profit, for instance, does not generate a packing slip for this quantity.

  1. Go to: General / Management / Entry layout.
  2. Open the entry layout for sales orders (Logistics) / cost estimate (Projects).
  3. Go to the tab: Line.

  4. After the Number field, add the Direct supply from supplier field to the entry layout.
  5. Add the Reserved for purchase field to the line.
  6. Add the Pending order quantity field to the line.
  7. Click on: OK

To add a sales order:

Sales contact Air-Trading Ruurlo (10009) places an order for 10 units of Harde schijf 320GB Maxtor (1850). They need the articles quickly, so you have the supplier deliver directly to them.

  1. Go to: Order Management / Sales process / Sales order.
  2. Click on: New
  3. Select the entry layout.

  4. Complete the fields.
  5. Select the Direct supply from supplier check box on the line.
  6. Complete the order.

Generate the order proposal:

The order proposal now contains the line from the sales order. Normally, you generate all order proposals so that all lines are converted to purchase orders. You can also generate order proposal lines per sales contact or even per sales order. For this, you need to have added these fields to the entry layout.

  1. Go to: Order Management / Purchase process / Purchase order.
  2. Click on the action: Order proposal.
  3. Select the Order proposal (Profit) entry layout.
  4. Click on: OK.
  5. Select the purchase contact.
  6. Click on: Select.

    Profit now automatically adds an order proposal:

  7. Click on: Finish.

    You now see a message telling you how many new purchase orders have been added.

  8. Click on: OK.

View the purchase order:

You now view the purchase order to check that the delivery address is correct.

  1. Go to: Order Management / Purchase process / Purchase order.
  2. Open the added purchase order.
  3. Go to the tab: Delivery.

    The purchase order states that the delivery must take place to the address of the sales contact. Currently, no Allocated date of delivery has been entered. You can enter this as soon as the purchase contact informs you in, for example, the purchase order confirmation. If the sales contact asks for it, you can forward this date.

  4. Click on the action: Print preview.

    The purchase order itself also has the deviating delivery address.

  5. Close the print preview.
  6. Cancel the order.

Directly to

  1. Order proposal
  2. Configuration
  3. Add a sales order with an order proposal
  4. Generate an order proposal
  5. View the status of an order with stock shortage and an order proposal
  6. Have a purchase contact deliver to a sales contact address using an order proposal
  7. Order proposal for an article in multiple warehouses