Difference between revisions of "Placing Purchase Orders Electronically"

From Catalyst
Jump to: navigation, search
m
m
Line 17: Line 17:
 
* Once in the order, press {{KeyPress|A}} to autotag all the lines to be submitted to EDI.
 
* Once in the order, press {{KeyPress|A}} to autotag all the lines to be submitted to EDI.
 
* Press {{KeyPress|S-F5}}.
 
* Press {{KeyPress|S-F5}}.
* Click {{KeyPress|Proceed}}.
+
* Click {{Button|Proceed}}.
  
 
==== BMW ====
 
==== BMW ====
Line 33: Line 33:
  
 
==== Suzuki ====
 
==== Suzuki ====
* At this point, you are asked if you want the order posting to EDI. Click {{KeyPress|Yes}} to continue, or {{KeyPress|No}} to cancel.
+
* At this point, you are asked if you want the order posting to EDI. Click {{Button|Yes}} to continue, or {{Button|No}} to cancel.
  
 
==== Yamaha ====
 
==== Yamaha ====
 
* At this point, you are asked for an order type, Stock or Emergency.
 
* At this point, you are asked for an order type, Stock or Emergency.
 
* You then need to select whether you want a Saturday delivery or not and any special instructions.
 
* You then need to select whether you want a Saturday delivery or not and any special instructions.
* To finish, press {{KeyPress|Escape}}.
+
* To finish, press {{KeyPress|Esc}}.
  
 
==== Feridax ====
 
==== Feridax ====
*At this point you are asked if you want the order posting to EDI.  Click {{KeyPress|Yes}} to continue, or {{KeyPress|No}} to cancel.
+
*At this point you are asked if you want the order posting to EDI.  Click {{Button|Yes}} to continue, or {{Button|No}} to cancel.
 
* The order is now submitted to the Feridax Website where you must first enter in your Login details. Once entered, the Platinum order is automatically filled out for you.
 
* The order is now submitted to the Feridax Website where you must first enter in your Login details. Once entered, the Platinum order is automatically filled out for you.
  
Line 49: Line 49:
  
 
==== Ducati ====
 
==== Ducati ====
* To run this report, click {{KeyPress|Reports}} on the toolbar and the {{KeyPress|Ducati EDI Export}}.
+
* To run this report, click {{Button|Reports}} on the toolbar and the {{Button|Ducati EDI Export}}.
 
* Now enter in your order number and change the order type accordingly depending on whether it is for parts, apparel, urgent etc.
 
* Now enter in your order number and change the order type accordingly depending on whether it is for parts, apparel, urgent etc.
* Press {{KeyPress|Start}} to export to EDI.
+
* Press {{Button|Start}} to export to EDI.
  
 
==== Triumph ====
 
==== Triumph ====
* To run this report, click {{KeyPress|Reports}} on the toolbar and the {{KeyPress|Triumph EDI Export}}.
+
* To run this report, click {{Button|Reports}} on the toolbar and the {{Button|Triumph EDI Export}}.
 
* Now enter in your order number and change the order type accordingly depending on whether it is for parts, apparel, urgent etc.
 
* Now enter in your order number and change the order type accordingly depending on whether it is for parts, apparel, urgent etc.
* Press {{KeyPress|Start}} to export to EDI.
+
* Press {{Button|Start}} to export to EDI.
  
 
==== Harley-Davidson ====
 
==== Harley-Davidson ====
* To run this report, click {{KeyPress|Reports}} on the toolbar and the {{KeyPress|HDE Net Order File Export}}.
+
* To run this report, click {{Button|Reports}} on the toolbar and the {{Button|HDE Net Order File Export}}.
 
* You are now presented with a number of text fields to fill in.  Your mailbox code should fill out automatically.  Now enter the current time, order type and order number.
 
* You are now presented with a number of text fields to fill in.  Your mailbox code should fill out automatically.  Now enter the current time, order type and order number.
* Press {{KeyPress|Start}} to export to EDI.
+
* Press {{Button|Start}} to export to EDI.
  
 
==== Moto Guzzi ====
 
==== Moto Guzzi ====
* To run this report, click {{KeyPress|Reports}} on the toolbar and the {{KeyPress|Moto Guzzi EDI Export}}.
+
* To run this report, click {{Button|Reports}} on the toolbar and the {{Button|Moto Guzzi EDI Export}}.
 
* Now enter in your order number and change the order type accordingly depending on whether it is for parts, apparel, urgent etc.
 
* Now enter in your order number and change the order type accordingly depending on whether it is for parts, apparel, urgent etc.
* Press {{KeyPress|Start}} to export to EDI.
+
* Press {{Button|Start}} to export to EDI.
  
 
==== Piaggio ====
 
==== Piaggio ====
* To run this report, click {{KeyPress|Reports}} on the toolbar and the {{KeyPress|Piaggio EDI Export}}.
+
* To run this report, click {{Button|Reports}} on the toolbar and the {{Button|Piaggio EDI Export}}.
 
* Now enter in your order number and change the order type accordingly depending on whether it is for parts, apparel, urgent etc.
 
* Now enter in your order number and change the order type accordingly depending on whether it is for parts, apparel, urgent etc.
* Press {{KeyPress|Start}} to export to EDI.
+
* Press {{Button|Start}} to export to EDI.
  
 
{{Guide}}{{KB_Tags|Purchase orders,electronic, EDI, ordering}}{{KB_OP}}
 
{{Guide}}{{KB_Tags|Purchase orders,electronic, EDI, ordering}}{{KB_OP}}

Revision as of 15:34, 8 August 2011

Summary

This article explains how to place purchase orders electronically for certain suppliers.

More Information

In Purchase Ordering, you can send purchase orders electronically to certain suppliers. For a list of compatible suppliers, click here.

If this is not already set up for you, Contact your Platinum dealer or our sales team on 0116 230 1500 or by using our website sales contact page who will be happy to assist further.

In Detail

The process for sending orders electronically (EDI) to your suppliers depends on the supplier in question, but the suppliers split into two categories. Further in this documentation, the requirements for each individual supplier will be shown.

  • Follow this link for details on how to create a purchase order.
  • Once the order has been created, either manually or by a re-order report, you then need to process the order depending on the category of supplier.

Category 1

  • Locate the relevant purchase order and <F2> to process it.
  • Once in the order, press <A> to autotag all the lines to be submitted to EDI.
  • Press <Shift+F5>.
  • Click [Proceed].

BMW

  • At this point you will be asked whether the order type is 'Main' or 'VOR'.
  • Select the relevant order type and then open up the BMW ETK Software and import the order and transmit to BMW.

Honda

  • At this point you will be asked whether the order type is 'Stock' or 'Emergency'.
  • Select the relevant order type and then open up the Honda Software and import the order and transmit to Honda.

Kawasaki

  • At this point you will be asked for an order type. It defaults to, and usually is 'T'.
  • Enter in a delivery address if you want the items sent elsewhere.
  • To finish, press <Esc>.

Suzuki

  • At this point, you are asked if you want the order posting to EDI. Click [Yes] to continue, or [No] to cancel.

Yamaha

  • At this point, you are asked for an order type, Stock or Emergency.
  • You then need to select whether you want a Saturday delivery or not and any special instructions.
  • To finish, press <Esc>.

Feridax

  • At this point you are asked if you want the order posting to EDI. Click [Yes] to continue, or [No] to cancel.
  • The order is now submitted to the Feridax Website where you must first enter in your Login details. Once entered, the Platinum order is automatically filled out for you.

Category 2

  • Locate the relevant purchase order and <F2> to process it.
  • Follow the instructions below for your supplier.

Ducati

  • To run this report, click [Reports] on the toolbar and the [Ducati EDI Export].
  • Now enter in your order number and change the order type accordingly depending on whether it is for parts, apparel, urgent etc.
  • Press [Start] to export to EDI.

Triumph

  • To run this report, click [Reports] on the toolbar and the [Triumph EDI Export].
  • Now enter in your order number and change the order type accordingly depending on whether it is for parts, apparel, urgent etc.
  • Press [Start] to export to EDI.

Harley-Davidson

  • To run this report, click [Reports] on the toolbar and the [HDE Net Order File Export].
  • You are now presented with a number of text fields to fill in. Your mailbox code should fill out automatically. Now enter the current time, order type and order number.
  • Press [Start] to export to EDI.

Moto Guzzi

  • To run this report, click [Reports] on the toolbar and the [Moto Guzzi EDI Export].
  • Now enter in your order number and change the order type accordingly depending on whether it is for parts, apparel, urgent etc.
  • Press [Start] to export to EDI.

Piaggio

  • To run this report, click [Reports] on the toolbar and the [Piaggio EDI Export].
  • Now enter in your order number and change the order type accordingly depending on whether it is for parts, apparel, urgent etc.
  • Press [Start] to export to EDI.


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
Purchase orders,electronic, EDI, ordering