ERPAG | Manual 2021
  • ERPAG Manual | MRP System for Small Business
  • ERPAG Introduction
    • ERPAG list functionality explanation
    • Create ERPAG Account
      • Oath 2.0
    • Setting up your company
      • General info
      • Database Settings
      • Localization
        • Language Set Up
      • Taxes
      • Users
      • Warehouses
        • Shelves
    • Document templates
      • Document/Product number setup
      • Default document settings
      • Notes: Templates
      • Custom Fields
    • Label templates
      • Label print layouts
    • How to setup ERPAG Cloud print app
      • Connecting Label Printers
    • Customers
      • Basic definition
      • Importing Customers
      • Price tiers
      • Terms of payment
      • Categories
    • Suppliers
      • Basic definition
        • Suppliers price list
    • Mail accounts
    • User activity
    • Widgets
    • Archive documents
  • Inventory
    • Inventory - introduction
    • Beginning inventory quantity
    • Products and services
      • On hand, reserved, committed and awaiting quantity
      • Basic definition
        • Product properties
          • Lot numbers
          • Variable product
        • Quantity below minimum
        • Minimum purchase quantity
          • Search scope / Where used / Set inactive
          • Transfer - Fulfillment
          • Second Unit of Measure (UOM)
          • Serial numbers
          • QR Code patterns
          • Inventory/Stock list
      • Types
        • Kit
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        • BOM
      • Customer return
      • Serial and LOT numbers
      • Multiple Suppliers
    • Send inventory
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      • Stocktakings
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      • Stock card
  • Sales
    • Import Sales Order
    • PreSales
      • Define stages
      • Quotations
      • Reccuring orders
    • Sales report
    • Sales orders
    • Open Sales Orders
    • Outstanding pay-ins
    • Sales - Invoices report
    • Sales - Packing lists
    • Sales - Credit notes
    • Customer return
    • B2B portal (Customer portal)
    • Multiple currency
    • Discount field
    • Advance payment
    • Write-off
  • Purchasing
    • Purchase orders
    • Receive inventory items
    • Return to supplier
    • Suppliers SKU
    • Landed cost
    • Utility Bills
    • Outstanding pay-outs
    • Purchase report
    • Purchase by price
    • Supplier credit notes
    • Open purchase orders
    • Tier quantity
    • Price per quantity
    • Fulfillment flow
  • Manufacturing
    • Employees
    • Machines
    • Job titles
    • Time recording
    • Contracting
    • Manufacturing - Fulfillment
    • Standard Work Order
      • BOM based Work Order
      • Contracting Work Order
    • Work Orders - Convert to standard
    • Manufacturing project
      • Manufacturing project - Basics
    • Service Project
  • Accounting and finance
    • Opening Balance
    • Bank Accounts
    • Setting up US Sales Tax
  • Dropshipping
  • Mobile app
    • General
      • How to install
      • Basic Interface
    • Products
      • Item Look-up
    • Inventory
      • Receive
      • Pack
      • Ship
    • Manufacturing
      • Time Sheets
      • Load materials
      • Product Receipt
    • Other
      • Inventory checking
      • Transfer order picking
  • Integration
    • QuickBooks
    • Shopify
    • Woo Commerce
    • Square
    • Stripe
    • Postmen - shipping service
    • Google
  • Event dashboard
    • Download documents
  • POS - New Receipt
    • Vouchers
    • POS - Z report (closing the day)
    • POS - Payment report, Items sold report
    • POS - Backorder (Fulfillment)
    • POS - Managing and printing the receipt
  • Reporting
    • Chart - Categories and Trademarks
    • Reserved items
    • Chart - Stock by products
    • Chart - Stock by day
    • Chart - Sales by partners
    • Chart - Purchasing by time
    • Chart - Purchasing by products
    • Chart - Sales by a product
    • Chart - Sales by time parameters
    • Chart - Sales by categories
    • Serial/lot number report
    • Chart - Stock by time
  • Importing
    • Import - Work Operations
    • Import - BOM (Bill Of Materials)
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  1. Purchasing

Fulfillment flow

PreviousPrice per quantityNextManufacturing

Last updated 6 years ago

The fulfillment flow is a complete process from sales inquiry until delivering the product to the customer.

ERPAG has the fulfillment option that will help you to easier order items that you don’t have in stock but you need them in order to complete the sales order.

In order for the items to appear in the fulfillment, you have to generate a sales order that will have ‘no quantity’ or ‘partial quantity’ status. You can create a sales order by going to:

Sales > Sales orders > Create

Once you’ve done that, you can create a purchase order using the ‘fulfillment’ option. Go to:

Purchasing > Fulfillment

Here, on the fulfillment list, you will see all the items that you need to order from your suppliers in order to be able to complete the generated sales orders.

On the list, you will also see the item from the sales order that was generated moments ago.

If you see a magnifying glass in front of the suppliers name, that means that you have multiple suppliers for that item, and by clicking on the magnifying glass you can choose for which supplier you want to generate a purchase order for.

Now, you can create a purchase order with just one click, by using the bulk action.

Confirm this, and the purchase order for the wanted item will be generated and it will appear on the purchase order list.

To receive the item to your stock, go to:

Purchasing > Purchase orders

Choose the wanted purchase order from the list and open it. Click on receive, post the document and the item will placed in your stock.

Now, you will have the sufficient quantity to complete the generated sales order.

From here, you can proceed to pack the items and ship them to your customer.

To read a detailed instruction about this option, that takes in account all the specific cases, go to:

https://blog.erpag.com/2018/10/fulfillment-backorders.html