If you are using Sage Accounts, and have specific products which you don't hold in stock yourself, then Tradebox can be configured to raise purchase orders in Sage when an order for one of those products is placed.
In order for Tradebox to create the PO in Sage, a number of conditions have to be met. In Sage, the product record must have a supplier account allocated to it and the Last Cost Price must be filled out.
Within Tradebox, the Create Purchase Orders setting must be selected, and a Fulfilment Method populated on the relevant products.
The Create Purchase Orders setting can be found within each channel, in Sage 50 > Postings. This will need to be turned on for each channel you want purchase orders to be created through.
Tradebox can create two different kinds of purchase orders in Sage, Dropship or Just in Time. These are set on the product record within Tradebox, using the Fulfilment Method option.
Dropship: A Dropship purchase order is used when you don't hold an item in stock yourself, and you want to create a purchase order to be sent to your supplier who would then send the item directly to the buyer.
When you receive an order that contains a dropship item, a purchase order will be created for this item in Sage using the relevant supplier's details and the customer's delivery address. If more than one item on the same order is a dropship item from the same supplier, then these will be added on to the same purchase order in Sage. If there are two dropship items on the same order but they are from different suppliers, two separate purchase orders will be created.
Just in Time: Just in Time purchase orders are used when you don't hold the stock yourself and wish to order from your supplier the exact amount you need based on orders you've received.
At the point of posting to Sage, Tradebox will calculate how many Just in Time products are on the orders eligible for posting, and will create a purchase order per supplier for all of the Just in Time products in that batch of orders, with the relevant quantities. The delivery address will be your company address, as the supplier will ship directly to you for the goods to be sent out in turn to the end buyer.
Direct: Direct is the default fulfilment option. It assumes you hold stock of the item yourself and do not need to create a purchase order for it.
If you need to set the Fulfilment Method on a large number of products at once, the best way to do this is by using the Batch Changes function in the Products module of Tradebox.
Highlight the products you want to change, or use Ctrl + A to select all, and then, from the Actions menu at the top, choose Batch Changes. Change the fulfilment method as required and then when you click Save, that change will be applied to all selected products at once.
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