Boost your Procurement process with sales order automation for procurement

How to create outlook signature

hi I'm else an Odo freelancer from Belgium and in this video I will show you how a purchase order can be created automatically when a sale is made to show you this I have installed a fresh Auto 16 database with a few applications and I will start by creating my products it should be of type storable at the purchase step I need to set a vendor because if I want or do to create a sale a sale order automatically it needs to know where to buy my product so just set Fender one and at the inventory tab I will check the buy route it's checked already by default and I need to create a reordering rule just minimum quantity and maximum quantity into order quantity is set to zero is enough to show you how it works so now I will create a sale order for customer one so my product one I can see there is no stock available I confirm my order when I go and check the purchase application I will see there is a purchase order created for vener one and for one units of product one now if I would say my product one is in stock so I'll go back to my product one and I will update a quantity I'll set it to 10 for example I will sell this product again item I confirm I go back to my purchase application and I will see nothing has changed here because there is enough stock available now if you want um order to generate a sale a purchase order line anyway regardless um of the stock the available stock we need another methods to do this and first we go to the configuration of the inventory application because we need to enable a route so we need multi-step routes we go to the configuration to the routes and we filter on archives and here we can see the MTO rule so we activated again an archive now we will create a second product it's also but inner one and in the inventory tab we will enable the replenish on order routes together with the buy routes and we don't set any reordering rule now we go to the sales application and sell a second product confirm we go to the purchase application and the second product is added to our purchase order now um I will set the quantity the the available quantity of product 2. too thin for example and first I will confirm this order so you can see what happens when a purchase order is confirmed then a new one will be created as of then so I'll go to products 2. and I will set my quantity 10. apply now I go again to the sale application and sell product again oh so five firm and go again to the purchase app and nothing has happened here too fast two facts two check again my settings it's a storable products it's bought at this vendor I have the replenish on order and the buy routes enabled and I have 10 units on hand okay so I've done some checking you can see there are a lot of sale orders now they're all confirmed I have all purchase orders confirmed and I have a few new products incoming and outgoing is zero so every receipt and delivery is handled and these are the quantities on hand now I will start again by selling product two I have four quantities on hand if I would sell less nothing would happen in the purchase application so this time I will sell more customer one I will sell product two and I will sell five pieces if I confirm I will see a red graph here because I don't have enough quantities in stock I will go to my purchase application refresh here and there is a purchase order created not for the one missing units but for the five sold units so what happens if I will sell product 4 MTO less than five so I go again to my quotation my sale application product four there was no product 300 another tree product green is a consumable product four I will sell One units confirm I have enough stock I'll check my purchase order refresh my page nothing here maybe that's another vendor okay it's another vendor vendor one uh no nothing happened for product four okay so recap I guess in a documentation it says um the MTO routes creates a draft purchase order each time a sale order is confirmed regardless of the current stock level it really means that I guess if there is enough stock nothing happens and if the units sold go below the available quantity a purchase order is created and all units are purchased so this video ended more in a question maybe rather than in a decent demo if you have anything for me please add it to the comments so I can learn a thing or two myself and I will add it to the description below maybe even make a new video if you like this video anyways please give me a thumbs up thank you