🗃️ Purchasing Sales
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🗃️ Purchasing Service
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📄️ About EDI for Purchasing
This section is intended to give you an overview of the various EDI implementations in the EPASS Purchasing system.
📄️ Adding or Viewing Suppliers
In EPASS, a supplier is anyone you will be receiving invoices from or anyone you might need to write a check to. To Add or view a Supplier, go to AP** > **Supplier** > **Maintenance or Purchasing** > **Supplier to open the Supplier Maintenance Screen.
📄️ Price List Template
A price list template allows for you to import a supplier price list via an Excel spreadsheet. You can import model information into EPASS via associated columns in your spreadsheet.
📄️ Configuring EPASS for RetailDeck
Configuring EPASS to accept data from RetailDeck is a two-part process. The first part should already have been completed by EPASS Support. The second part requires you to configure EPASS so that it correctly applies the data feed from RetailDeck RWS. To do this, you’ll need to “translate” the RetailDeck brand and product codes to codes that EPASS recognizes.
📄️ PO Detail
PO Detail is where you purchase what you need to sell and service customers. Click the Detail button on the header to get there.
📄️ Creating a PO
Start by clicking on Purchasing > Maintenance > Add or by clicking on the Quick Add toolbar option:
📄️ Ordering on a PO Manually
After the PO has been created, click Detail to start ordering.
📄️ Receiving a PO Manually
Using Purchasing > Maintenance, find the PO you are receiving. With the PO selected, you can see Receive is now available in the Purchasing menu.
📄️ Costing a PO
This is used to match the PO to the invoice from the vendor.
🗃️ Serial Costing
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📄️ Printing Lables by PO
You can print labels for product that you are receiving either by importing a file with the PO numbers, models, and quantity details, or by entering each detail manually. With some suppliers, it is possible to find out in advance what product you will be receiving; the list of products or packing list can be used to determine which labels to print.
📄️ Purchasing Ship To
Defaulting the ship to address on the PO can be connected to the location you are ordering for. This works equally well for stores that have product drop shipped directly to them or technicians that have parts shipped directly to them.
📄️ PO Split/Release
You can designate (by line or by PO) if it is released/un-released, split PO lines, release/un-release and split at the same time, and filter or distinguish QOO and released/un-released QOO in various reports and other forms in the system.
📄️ Receive To Location
The Receive to Location feature allows you to specify by PO the location to which the product is received. The location can default from the PO Number table and also needs to cascade to the individual model lines on the PO. This location, if selected, would override the location on the scanner during the receiving process, and would also override the default location when manually receiving in EPASS.
📄️ Freight Allocation
The purpose of freight allocation is to apply the freight costs that either come from the manufacturer with the invoice or a third party billed separately to the overall item or serial cost. In most cases, freight allocation is primarily used for serial inventory but it does allocate freight to items also. The extended cost of the serial number will be reflected in the gross margin and the cost of goods sold. It is important to remember, if you use this feature, your freight invoices must be allocated to inventory asset not freight expense since this amount will become part of the serial cost.
📄️ Tariffs
How to add tariffs on EPASS (Canadian Customers only). Tariffs are different for each model; it is not based on brand or product.
📄️ Printing Multiple PO's
If you have multiple purchase orders to print, you can select and print them from the Purchasing Maintenance screen.
📄️ Changing Multiple POs
If you need to make changes to a large number of Purchase Orders at once, for example, to change prices due to an increase, you can use the Mass PO Export and Mass PO Import utilities.
🗃️ Reports - Purchasing
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