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  • Welcome to the Acumen User Guide
  • Beginning
    • Overview
      • The Basics
      • Quotes and Customer Orders
      • The Sale
      • Stock On Hand
      • Purchasing, Transfers and Manufacturing Orders
      • Supplier Accounts
      • Customer Accounts
      • Cash Book and Bank Reconciliation
      • General Ledger
      • Security
      • System Structure
      • Master Files
      • Sales
      • Orders
      • Debtors
      • Stock
      • Purchases
      • Creditors
      • General Ledger
      • Cashbook
    • Getting Started
      • Security
      • Point Of Sale
        • Products
        • Customers
        • General
        • Advanced
      • Debtors
      • Purchasing
        • Suppliers
        • Supplier Catalogue
      • Stock Control
      • Creditors
      • Till Banking
      • Cashbook
      • General Ledger
  • The Acumen System
    • Sales
      • Overview
      • Point Of Sale
        • Document Numbering
        • Elements of a Sales Document
        • Document Processing
        • Invoices
        • Cash Sales
        • Cash Refunds
        • Credit Notes
      • Orders and Quotes
        • Revisions
        • Expiry Date
        • Estimate Due Date
        • Reviewing Stock Availability
          • In Stock
          • On Order
          • Late Order
          • Part Ordered
          • Late Part Ordered
          • Not Ordered
          • No Supplier
        • Supplying a Customer Order
          • Regular Supply for a Customer Order
          • Exclusive Supply for a Customer Order
        • Picking An Order
        • Printing a Picking Slip
        • Taking a Deposit
    • Master Files
      • Sales Areas
      • Customers
        • Miscellaneous Customers
        • Charge Accounts
        • Credit Control
          • Trading Terms
          • Credit Limits
          • Credit Stops
          • Security and Credit Control
        • Credit Checking
        • Customer Pricing
          • Price Category
          • Club
          • Tax Exemption and Wholesalers
      • Product Groups
      • Products
        • Barcoding
        • Product Import
        • Product Categorisation
        • Miscellaneous Products
        • Surcharges
        • Long Descriptions
        • Dimensions
        • Bulk Buying
        • Bulk Selling
        • Product Classes
          • Kits
          • Factory Classes
          • Auto Use
        • Material Lists
          • Shrinkage
      • Prices
        • Price Categories
        • Special Prices
        • User Input Prices
          • Maximum Margin
          • Price Limit
          • Price Authorisation
          • Price Markdowns
        • Managing Price Changes
          • Product Pricing
          • Price Monitoring
          • Quick Response to Changes
      • Staff Members
      • Suppliers
      • System Options
        • Configuration
          • General
          • Address
          • Debtors
          • Creditors
          • Stock
          • Printers
        • Company Settings
          • Preferences
        • Pulldown Lists
        • Security
          • Base Access Level
          • Specific Access Level
          • Access Objects
    • Debtors
      • Overview
      • Debtors Balances and Integrity
      • Account Balances
      • Transactions
      • Receipts
        • Receipt Allocation
      • Journals
      • Allocating Credit Notes
      • Sales Files
        • Customer Sales File
        • Product Sales File
        • Sales Area and Product Group Sales File
        • Branch, Department, Product Group Sales File
        • Tax File
        • Master Batch File
      • End of Month
    • Stock
      • Stock Control
        • Opening Balance
        • Variations
        • Purchases
        • Production
        • Transfers
        • Sales
        • Usage
      • Stocktaking
        • Counting Stock
        • Spot Count
        • Live Stocktake
        • Backdated Stocktake
          • Variations in Stock
      • Stock Adjustments
      • Stock Transfers between Branches
    • Purchases
      • Overview
      • Stock Requirements
        • Sales Requirements
        • Customer Order Requirements
      • Tracking Customer and Purchase Orders
      • Placing Purchase Orders
        • Manual Purchases
        • Fully Automatic Purchasing
          • Regular Purchases
          • Catch Up Purchases
          • Urgent Purchases
          • Product Group Range
          • Branches
          • Shelf Stock
          • Customer Orders
          • Ignoring Later Deliveries
          • Utilising Overstocks
          • Split by Percentages
        • Semi Automatic Purchasing
          • Branch
          • Preference
          • Utilising Overstocks
          • Split by Percentages
        • Purchase Order Approval
      • The Supplier Product Catalogue
        • Product Group Entries
        • Product Entries
        • Preference
        • Lead Time
        • Percentage
        • Minimum Order Quantity
        • Reviewing Supplier Prices
      • Deliveries
        • Discrepancies in Deliveries
          • Back Orders
          • Short Delivery
          • Missing and Damaged Stock
          • Wrong Item Supplied
          • Purchase Returns
    • Creditors
      • Creditors Balances and Integrity
      • Supplier Account Balances
      • Transactions
      • Supplier Documents
        • Entering a Supplier Document
        • Approving a Supplier Document
        • Releasing Supplier Invoices for Payment
        • Allocating Supplier Credit Notes
        • Credit Claims
      • Payments
        • Making Manual Payments
        • Semi Automatic Payments
        • Fully Automatic Payments
        • Processing Payments
        • Printing Cheques
        • Printing Remittances
        • Journals
      • End of Month
    • General Ledger
      • Overview
      • An Example
      • Ledger Code Structure
        • Ledger code Segments
      • Chart Of Accounts
        • Statement Levels
        • Accounts
        • Sections
      • Ledgers
        • Finding a Ledger
      • Journals
        • Standing Journals
        • Completing Journals
        • Entering Journals for Alternate Years
        • Repeating or Copying a Journal
        • Manually Reversing a Journal
        • Automatic Reversing Journals
      • Transactions
      • End of Month
        • End of Year
          • Creating New Ledgers
          • Transferring Opening Balances
          • Carrying Forward Child Statement Balances
          • Carrying Forward Balance Sheet Items
    • Banking
      • Cashbook
      • Cheques
      • Till Banking
        • Tills
        • Balancing a Till
        • Banking a Batch
    • Distributed Systems
      • Overview
      • Effects of a Distributed Machine
        • General Files
        • Batch
      • Off-Line Operations
      • Remote Operations
        • Branch Stock Control
        • Remote Customer Orders
        • Branch Purchasing
        • Transfer Orders
          • Transfer Request
          • Transfer Send
          • Transfer Receive
          • Transfer Reconciliation
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  1. The Acumen System
  2. Sales
  3. Orders and Quotes

Supplying a Customer Order

PreviousNo SupplierNextRegular Supply for a Customer Order

Last updated 4 years ago

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The Supply button can be used to generate Purchase, Transfer or Factory orders for those items that require stock on a customer order. It may also be used to pick available stock for the order (see below). The method by which the system calculates what is required is controlled by the company setting "Disregard stock on Customer Order Purchasing". When unchecked the Regular method is to determine what stock is outstanding to satisfy the order. Checking this option causes an Exclusive supply situation where all items for this order are considered required unless they already have specific supply documents already placed.

Where an item requires supply the system selects the most preferred supplier by use of the Supplier catalogue entries. If no supplier can be located for an item the review status is set to "No Supplier" and nothing is purchased.

For any items to be supplied the system will generate a new purchase, transfer or factory order unless one already exists with this customer order as its reference. Each line placed on the supply order is marked for the customer order to ensure priority is given to this order. Note that the system will not duplicate orders if the Supply button is pressed twice unless the original orders have been deleted or altered.

Related Topics:

Regular Supply for a Customer Order
Exclusive Supply for a Customer Order