Difference between revisions of "Placing Purchase Orders Electronically"

Revision as of 09:28, 10 April 2012

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 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 will be asked whether the order type is 'Stock' or 'Emergency'.
You then need to select whether you want 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 then [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 then [Triumph EDI Export].
Now enter in your order number and change the order type accordingly depending on whether it is for parts, clothing, urgent etc.
Press [Start] to export to EDI.

Harley-Davidson

To run this report, click [Reports] on the toolbar and then [HDE Net Order File Export].
You are now presented with a number of text fields to fill in. Your mailbox code should be filled 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 then [Moto Guzzi EDI Export].
Now enter in your order number and change the order type accordingly depending on whether it is for parts, clothing, urgent etc.
Press [Start] to export to EDI.

Piaggio

To run this report, click [Reports] on the toolbar and then [Piaggio EDI Export].
Now enter in your order number and change the order type as relevant.
Press [Start] to export to EDI.

@@ Line 21: / Line 21: @@
 ==== BMW ====
-* At this point you will be asked whether the order type is 'Main' or 'VOR'.
+* At this point you will be asked whether the order type is {{DataValue|Main}} or {{DataValue|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'.
+* At this point you will be asked whether the order type is {{DataValue|Stock}} or {{DataValue|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'.
+* At this point you will be asked for an order type. It defaults to, and usually is {{DataValue|T}}.
-* Enter in a delivery address if you want the items sent elsewhere.
+* Enter a delivery address if you want the items sent elsewhere.
 * To finish, press {{KeyPress|Escape}}.
@@ Line 37: / Line 37: @@
 ==== Yamaha ====
-* At this point, you are asked for an order type, Stock or Emergency.
+* At this point you will be asked whether the order type is {{DataValue|Stock}} or {{DataValue|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 Saturday delivery or not and any special instructions.
 * To finish, press {{KeyPress|Esc}}.
@@ Line 50: / Line 50: @@
 ==== Ducati ====
-* To run this report, click {{Button|Reports}} on the toolbar and the {{Button|Ducati EDI Export}}.
+* To run this report, click {{Button|Reports}} on the toolbar and then {{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.
 * Press {{Button|Start}} to export to EDI.
 ==== Triumph ====
-* To run this report, click {{Button|Reports}} on the toolbar and the {{Button|Triumph EDI Export}}.
+* To run this report, click {{Button|Reports}} on the toolbar and then {{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, clothing, urgent etc.
 * Press {{Button|Start}} to export to EDI.
 ==== Harley-Davidson ====
-* To run this report, click {{Button|Reports}} on the toolbar and the {{Button|HDE Net Order File Export}}.
+* To run this report, click {{Button|Reports}} on the toolbar and then {{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 be filled out automatically.  Now enter the current time, order type and order number.
 * Press {{Button|Start}} to export to EDI.
 ==== Moto Guzzi ====
-* To run this report, click {{Button|Reports}} on the toolbar and the {{Button|Moto Guzzi EDI Export}}.
+* To run this report, click {{Button|Reports}} on the toolbar and then {{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, clothing, urgent etc.
 * Press {{Button|Start}} to export to EDI.
 ==== Piaggio ====
-* To run this report, click {{Button|Reports}} on the toolbar and the {{Button|Piaggio EDI Export}}.
+* To run this report, click {{Button|Reports}} on the toolbar and then {{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 as relevant.
 * Press {{Button|Start}} to export to EDI.