Non- Integrated Purchase Orders & Receiving
This product demo shows you how to create a purchase order efficiently for non-integrated distributors
00:00: This product demo shows you how to create a purchase order efficiently.
00:03: You'll learn to manage orders from non-integrated distributors and update inventory
00:07: accurately.
00:09: In this product demo, we're going to learn how to create a purchase order.
00:15: Now this is a non-integrated distributor, so we're going to use Southern Glazers as
00:19: the example for this one.
00:22: So right here you can see you have this little icon where you can filter by
00:26: Southern Glazers. Click that.
00:27: Now that we have Southern Glazers selected,
00:33: You can choose different products that you wish to add to a purchase order. From
00:37: here,
00:37: we would like to find maybe what's low stock.
00:44: Critical
00:46: and what's out of stock
00:47: now. One thing you'll want to see is you probably don't want to order any declining
00:51: or dead products.
00:56: You'll want to order breakout, rising, and stable products.
00:59: Then you may want to filter by how many you've sold,
01:02: so your best
01:06: sellers. We can see here for Tanqueray that we have no more on hand and no day supply,
01:10: but it is one of our best sellers,
01:13: so we'd want to add that to our cart.
01:16: What you're going to see here is how much it is per bottle and how much per case.
01:20: Let's add one case to our cart.
01:24: From here, we can come right over to our cart and preview that purchase order.
01:29: Once we create that purchase order, we're going to create it within CityHive. So you
01:33: can close that.
01:38: Close this,
01:38: and then once you receive that order from your distributor, you can go to your
01:42: purchase order section, find your order of Tanqueray,
01:45: click that, and start to receive.
01:52: Click receive.
01:53: Now
01:54: we can see here
01:55: we have our six units, but sometimes we only get five. So we can edit the item and
02:01: click five and that'll add five to our stock.
02:03: Sometimes the unit costs change
02:07: . Sometimes your total cost will change , margin
02:10: , new price
02:12: and new sale price
02:14: . So let's assume that the unit cost change from $37.50.
02:18: To $39. You're also
02:19: going to see that your margin and your price have adjusted because your cost went
02:25: up. So if
02:25: you want
02:26: to keep to your 20% margin on this product, you can do so and you're going to see
02:31: the new price. And if you
02:34: want it to round up to the 99, you can do that as well right here. Once you have
02:38: everything settled , you can commit this to your inventory by clicking commit and
02:42: commit
02:43: again. Now you've
02:44: received it, you've committed it to your inventory.
02:51: This tutorial demonstrated how to create and manage a purchase order using
02:54: CityHive, including selecting products, adjusting received quantities and costs, and
03:00: committing inventory updates.
00:00: This product demo shows you how to create a purchase order efficiently.
00:03: You'll learn to manage orders from non-integrated distributors and update inventory
00:07: accurately.
00:09: In this product demo, we're going to learn how to create a purchase order.
00:15: Now this is a non-integrated distributor, so we're going to use Southern Glazers as
00:19: the example for this one.
00:22: So right here you can see you have this little icon where you can filter by
00:26: Southern Glazers. Click that.
00:27: Now that we have Southern Glazers selected,
00:33: You can choose different products that you wish to add to a purchase order. From
00:37: here,
00:37: we would like to find maybe what's low stock.
00:44: Critical
00:46: and what's out of stock
00:47: now. One thing you'll want to see is you probably don't want to order any declining
00:51: or dead products.
00:56: You'll want to order breakout, rising, and stable products.
00:59: Then you may want to filter by how many you've sold,
01:02: so your best
01:06: sellers. We can see here for Tanqueray that we have no more on hand and no day supply,
01:10: but it is one of our best sellers,
01:13: so we'd want to add that to our cart.
01:16: What you're going to see here is how much it is per bottle and how much per case.
01:20: Let's add one case to our cart.
01:24: From here, we can come right over to our cart and preview that purchase order.
01:29: Once we create that purchase order, we're going to create it within CityHive. So you
01:33: can close that.
01:38: Close this,
01:38: and then once you receive that order from your distributor, you can go to your
01:42: purchase order section, find your order of Tanqueray,
01:45: click that, and start to receive.
01:52: Click receive.
01:53: Now
01:54: we can see here
01:55: we have our six units, but sometimes we only get five. So we can edit the item and
02:01: click five and that'll add five to our stock.
02:03: Sometimes the unit costs change
02:07: . Sometimes your total cost will change , margin
02:10: , new price
02:12: and new sale price
02:14: . So let's assume that the unit cost change from $37.50.
02:18: To $39. You're also
02:19: going to see that your margin and your price have adjusted because your cost went
02:25: up. So if
02:25: you want
02:26: to keep to your 20% margin on this product, you can do so and you're going to see
02:31: the new price. And if you
02:34: want it to round up to the 99, you can do that as well right here. Once you have
02:38: everything settled , you can commit this to your inventory by clicking commit and
02:42: commit
02:43: again. Now you've
02:44: received it, you've committed it to your inventory.
02:51: This tutorial demonstrated how to create and manage a purchase order using
02:54: CityHive, including selecting products, adjusting received quantities and costs, and
03:00: committing inventory updates.