Store Source Setup
The STORE SOURCE SETUP screen is used to set up the "sources" that will be available for Customer Sourcing at Point-of-Sale as well as for SHELF SOURCING.
Menu Path: Controls, Store, Source Setup, STORE SOURCE SETUP screen
The screen is divided into setup for 5 types of sources:
- SERVING DC - Main supplying warehouse
- HUB STORE - Company store used to supply other stores
- SISTER STORE - Other company stores
- OTHER DC - Additional warehouses
- OTHER SOURCE - Outside sources
All 'SUPPLIERS' are available for setup. For multi-store environments, the type of company store available per section is determined by the 'SOURCE CATEGORY' set up per store and, depending on the setup, the company stores will be found under that type of source.
Right-click a setup in any of the sections to display a menu with the selection of 'EDIT BQR STATE'
The 'BUY QUANTITY RULE' (BQR) is set up on the MAIN PART ENTRY screen and is used to determine how the vendor tracks the part quantities ordered or returned as opposed to how the store tracks the quantities in order to make sure the quantities ordered are the quantities received.
Check the correct setting:
- 'EACHES' - Orders the sell quantity from the sourced invoice straight up. For example, if the store tracks the part as '1' EACH and the BQR is a PACK of '24', if '14' are sold, the sourced order will be transmitted and received as '14' in single quantities of EACH. The BQR is not used.
- 'BQR' - The BQR is applied as set up in the MAIN PART ENTRY screen and the quantity ordered and received is adjusted by the BQR. For example, if the store tracks the part as '1' EACH and the BQR is a PACK of '24', if '14' are sold, the sourced order will be transmitted and received as '1' PACK. If '25' were sold, the sourced order will be transmitted and received as '2' PACKs. The BQR rule is always used.
- 'BQR-EACH' - The invoice sell quantity is rounded up to the BQR (in EACHes) and the adjusted quantity is ordered and received. For example, if the store tracks the part as '1' EACH and the BQR is a PACK of '24', if '14' are sold, the sourced order will be transmitted and received as '24' EACHes. The 'QTY AVAILABLE' always displays in EACHes.
Each source type has the following setups:
Click the 'ADD SERVING DC' button to open a window with all company stores set up as that type of source and all suppliers set up with SUPPLIER XMIT records.
The window displays the 'TYPE' of source ('SUPPLIER' or 'STORE'), 'VENDOR NAME', 'VENDOR', 'CITY', and 'STATE'.
Double-click or highlight a source and click 'OK' to select that source per section. Each source can be selected for a single section. Once selected, the source is not available to add to another section.
If the 'BLOCK FROM PO' setting is checked for a supplier, it will not be available for source setup.
DELETE SOURCE Button
Highlight a row in the source grid and click the 'DELETE SOURCE' button to remove a source. Once removed, it is available to select in the same or a different section.
UP / DOWN Buttons
The sources are presented at Point-of-Sale and Shelf Sourcing in the order they are saved in the grids. Use the small 'UP' / 'DOWN' buttons to move highlighted sources up or down in the grid. The first source in the 'SERVING DC' grid is always the "primary" Serving DC.
DISPLAY RULE
Highlight a source in the grid and select the rule that best determines when the source displays for customer / shelf sourcing:
- 'SHOW ALL SOURCES INCL 0 STOCK' – Shows all source(s) even if they have zero stock for the part being sold.
- 'SHOW ALL SOURCES WITH STOCK' – Only shows sources that have stock, even if it is insufficient to fulfill the 'NEED' quantity.
SHIP METHOD
The 'SHIP METHOD' is used to set up the best way to get the product from the supplier. With a row highlighted in the grid, click the field and select the method used for shipment from the predefined drop-down list.
Shipping Methods are set up on the SYSTEM SOURCE SETUP screen. Examples: 'DELIVERY', 'NEXT TRUCK', 'REGULAR', 'WILL CALL', and 'EXPEDITE'.
The 'SHIP METHOD' selected per source overrides the store 'DEFAULT SHIP METHOD' for Shelf Sourcing.
'SHIPPER #'s are used with the 'SHIP METHOD' setting to get the product the fastest/easiest way. With a row highlighted in the grid and a 'SHIP METHOD' selected, click the 'SHIPPER #' button to display the 'BROWSE SHIPPER #S' window to assign a 'SHIPPER #' to a source.
'SHIPPER#'s are set up on the SYSTEM SOURCE SETUP screen. For example, a selection might be '5 UPS NEXT DAY AIR'.
If a SYSTEM SOURCE SETUP relationship has been made for a particular vendor, then a single 'SHIP METHOD'/'SHIPPER #' field displays to restrict the selections to the combinations of Ship Method / Shipper #s that have been established.
Repeat for each section set up:
- 'ADD HUB STORE'
- 'ADD SISTER STORE'
- 'ADD OTHER DC'
- 'ADD OTHER SOURCE'
Additional Setups
ALLOW AUTO PROCESS COMMERCIAL ACCOUNTS
Determines whether or not open sourced tickets for COMMERCIAL accounts can be finalized without waiting for the sourced parts to be received first.
- Checked: Open sourced tickets can be finalized for commercial accounts without waiting for the sourced parts to be received. If a button is clicked to finalize the ticket, the system will prompt with a reminder that the ticket contains sourced items and asks whether or not to continue.
- Unchecked: The 'FINISH' button must be clicked and the PO received before finalizing open sourced tickets for commercial accounts. If a button is clicked to finalize the ticket, the system will prompt that the ticket cannot be finalized until the sourced items are received.
ALLOW AUTO PROCESS RETAIL ACCOUNTS
Determines whether or not open sourced tickets for RETAIL customers can be finalized without waiting for the sourced parts to be received first.
- Checked: Open sourced tickets can be finalized for retail accounts without waiting for the sourced parts to be received. If a button is clicked to finalize the ticket, the system will prompt with a reminder that the ticket contains sourced items and asks whether or not to continue.
- Unchecked: The 'FINISH' button must be clicked and the PO received before finalizing open sourced tickets for retail accounts. If a button is clicked to finalize the ticket, the system will prompt that the ticket cannot be finalized until the sourced items are received.
DISPLAY ALL PARTS ON SOURCING SCREEN
Determines whether or not all sold parts display in the upper grid on the ADVANCED SOURCING screen.
- Checked: All parts sold with an 'S', 'BO', or 'DS' modifier display in the upper grid.
- Unchecked: Only parts sold with the 'BO' or 'DS' modifier display in the upper grid.
Because available quantities can change at the source, enter the number of minutes from '0' (no timeout) or '1' – '999' minutes that can pass between the time a source is selected for a part with insufficient sell quantity and the time the 'FINISH' button is clicked or the invoice is finalized. The setting is also used as a time out for Shelf Sourcing and Vision.
If the timeout expires, clicking the 'FINISH' button or finalizing the invoice prompts that any parts must be resourced. Click 'OK' and the Quick Sourcing window opens.
Click the button to display the 'SELECT A SOURCE' window displaying each vendor 'CATEGORY', 'NAME', and 'VENDOR' code of the stores/suppliers currently set up in the screen as sources. Select the source that will be used as the default source for buy out or drop ship sales at Point-of-Sale.
eCommerce Setups
Both the Nexpart and MyPlace4Parts eCommerce websites have the ability to show and allow customers to order inventory from their Virtual Inventory (VI) which is typically a store’s own DC. A separate sales order is generated in PartsWatch for such items. The following setups control the way VI sourced sales orders are handled in the stores.
Select the default modifier that is used when items are sourced from a Virtual Inventory (VI) via a Nexpart or MyPlace4Parts catalog.
Options are:
- '(S) SELL'
- '(BO) BUYOUT'
- '(P) PURCHASE'
If the 'eORDER VI MODIFIER' is set to '(BO) BUYOUT', optionally click the 'DEFAULT SOURCE FOR eORDER VI' button to display the 'SELECT A SOURCE' window to select a vendor.
When specified, the vendor is used on the Sales Order generated in the store for items being sourced from Nexpart or MyPlace4Parts VI as a "buyout", a Purchase Order is automatically created and transmitted for the BO item(s).
When a vendor is not specified, the buyout items are in "source later" status and a source must be then specified on the sales order that gets created in the store before clicking the 'FINISH' button on the sales order to send the PO to the source.
If the 'eORDER VI MODIFIER' control is set to '(S) SELL' or '(P) PURCHASE', then a prompt displays stating the field must be set to Buyout.
The note that comes in with VI items showing the line, part and vendor (e.g. “WIX_51515 SO from XYZ”) always outputs on the sales order below the part it pertains to.
When the BO or DS modifier is selected at Point-of-Sale, the sourcing cost is calculated based on the vendor's sourcing cost level and percent.
Note: An order submitted on Nexpart or MyPlace4Parts with items being purchased from both the store and the VI source will cause two orders to be sent to the store: one for the items being fulfilled by the store and one for items being fulfilled by VI.
eORDER VI AUTO CREATE PO
The setting is used by the PartsWatch eCommerce Gateway (PEG) to determine whether or not purchase orders (POs) for sourced eOrder VI items get created and transmitted automatically.
- Checked: (Default) POs for sourced eOrders are automatically created and transmitted.
- Unchecked: POs for sourced eOrders are not automatically created and transmitted in order to allow the store to review the orders before transmission.
eORDER BILLING STORE AUTO CREATE PO
The setting is used by the PartsWatch eCommerce Gateway (PEG) to determine whether or not purchase orders for the sourced eOrder billing store items gets created and transmitted automatically.
- Checked: (Default) POs for sourced eOrder billing store items are automatically created and transmitted.
- Unchecked: POs for sourced eOrder billing store items are not automatically created and transmitted in order to allow the store to review the orders before transmission.
Catalog Sourcing
The CATALOG screen provides an option to source parts from a drop-down without having to access a sourcing screen.
INCLUDE PREFERRED SOURCE STORES IN CATALOG
Determines whether or not a drop-down field displays below the 'SELL' and 'SOURCE' buttons on the CATALOG screen and on the 'INTERCHANGE' window listing preferred sources and their available quantities. Preferred sources are those set up in the 'SERVING DC', 'HUB STORE', and 'SISTER STORE' sections of the STORE SOURCE SETUP screen.
- Checked: The drop-down field displays to select a preferred source. The results can be filtered by the 'QTY' drop-down and only includes the -Avail in Store/Sources- selection when 'INCLUDE PREFERRED SOURCE STORES IN CATALOG' setting is checked or the 'DC / OTHER SOURCE FOR CATALOG' is specified.
- Unchecked: The drop-down field does not display.
DC / OTHER SOURCE FOR CATALOG
If the 'INCLUDE PREFERRED SOURCE STORES IN CATALOG' setting is checked, then a 'DC' or 'OTHER' source may be selected. In order to be available in the list the vendor record must be set up properly according to source setup rules.
Click the 'DC / OTHER SOURCE FOR CATALOG' button and select the source that will show as the first source in the drop-down list when quantities are available.
If not selected, no 'DC' will show in the drop-down in the CATALOG screen.
DC QTY AVL IN CATALOG RESULT
The 'DC/OTHER SOURCE FOR CATALOG' field must be set up and the selected source is a 'DC'.
Determines whether and how the 'DC' quantity available is displayed in the ACES catalog and 'INTERCHANGE' result (in addition to the value already displayed in the 'Sources' drop-down).
When set to:
- 'NOT DISPLAYED', the 'DC' quantity available does not show in the catalog result.
- 'BELOW STORE QTY AVAIL', the 'DC' quantity available shows in the catalog result under the store's quantity available with a 'DC:' label.
- 'EXTRA COLUMN', the 'DC' quantity available shows as a column in the catalog result next to the store's quantity available with 'DC' as the column header.
When 'DC / OTHER SOURCE FOR CATALOG' is set up, the 'DC' will show as the first source in the 'Sources' drop-down list above the other preferred sister stores.
Setup Totals
The bottom of the screen displays:
Total number of sources set up as 'SERVING DC's, 'HUB', and 'SISTER STORES'.
Total number of sources set up as 'OTHER DC's.
Total number of sources set up as 'OTHER SOURCES'.
System Source Setup
Opens the SYSTEM SOURCE SETUP screen.