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Purchase Orders (User Login (Purchase Orders Dashboard (Recently Completed…
Purchase Orders
User Login
Purchase Orders Dashboard
Buyer's Calendar
View calendar
Create calendar
Add vendors and items to specific time frames for ordering
Edit calendar
Change timeframes
Add/remove vendors from calendar
add/remove items from calendar
Monthly
Weekly
View items scheduled for purchasing on a given week
Begin creating purchase order
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Prefill relevant fields for this PO
View vendors to purchase from on a given week
Opt to reschedule an order by pushing it back one or more weeks into the schedule
Daily
Notifications instead?
Analytics
View months an item is sold organized by "season code"
Create Season Code (maybe lives in Settings?)
Add description to Season Code
Define months for each Season Code
Delete Season Code
Show what items will be affected by deleting an Season Code
Associate Items with Season Codes
Settings
Create New Suggested Orders list/New list of Vendors
Add/Remove Items
Confirm and Name List
Edit Suggested Orders List
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Recently Completed POs
Check Shipping Info and Status
Outstanding POs
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Show recently completed POs from within a set period of time
User defines how recent "recently completed" is
SO to combine with Wisebuys
Outstanding POs
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View list of Outstanding POs (info like date sent, date expected, vendor name, link to PO, etc)
view details for outstanding PO (contact info, email, phone, fax, name, address, etc)
Incomplete (Unsubmitted) POs
View list of Incomplete (Unsubmitted) POs
Edit existing PO
Filter by Vendor Name, Total Order Amt, PO#, etc
Organized by Manual/Suggested date
Select an Incomplete PO to continue
Return to PO creation process where user left off
Option to combine incomplete POs
Remove incomplete POs from dashboard
Incomplete POs removed after a certain date
Past Due POs
Purchase Orders
Suggested Orders list - list of vendors
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Filter options to sort suggested orders list
View list of items for purchase from chosen vendor
Select and Accept Suggested Purchase Amounts
Create New PO
Show existing orders that selected items can be combined with
1 more item...
Confirm Items on PO
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Select Items and Quantity for Purchase
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Filter Items for purchase
Show Target Tally
Edit Suggested Orders List
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Create New Purchase Order
View list of created purchase orders (POI)
displays list of POs created manual and worksheet - Do we redo POI in the new angular world? Please say yes and you'll be my favorite person.
edit purchase order
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Delete purchase order
list displays based on:
MFPDVN
Vendor Number
PO Name (if available) - perhaps use vendor number/name in lieu of a user entered name
Order Number
Order Total
Date and Time
Interactive icons if needed
Status? Open, Closed, In Progress/Saved, Sent, Printed?
Ordered By
Indicate Saved/In Progress POs?
Create new Purchase Order button
Create/edit new purchase order step 1 - enter data like vendor number, shipping info, freight charges, ship date, etc
Create/edit new purchase order step 2 - search for items based on MF PD VN codes, item searching, filtering, etc., and add items to purchase order
Buying Discount Groups
Change buying discount group
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Vendor Notes
Edit Vendor Notes
Save Vendor Notes
Create Sales Order
Enter Sales order Information
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Search for and add customer number
PO Notes
My Info
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Create/Edit Job Name
Edit Job name
Delete Job Name
Click on Job name to display job info?
Create New Job
Complete Purchase order?
Print/Send
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Save Purchase Order (to come back to it later - in progress PO)
Vendor Notes
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Create Sales Order
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SRO Management? What is this?
Create/Edit Job Name
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My Info
My Name
My Email
My Phone Number
Vendor Notes
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Request for Quote
Vendor Notes
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View list of created quotes
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Create New quote button
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