{"id":9115,"date":"2024-06-29T03:00:40","date_gmt":"2024-06-29T00:00:40","guid":{"rendered":"https:\/\/alzerp.com\/kb\/?post_type=docs&#038;p=9115"},"modified":"2024-08-06T18:34:17","modified_gmt":"2024-08-06T15:34:17","password":"","slug":"sr-order-requisition","status":"publish","type":"docs","link":"https:\/\/www.alzerp.com\/kb\/docs\/sr-order-requisition\/","title":{"rendered":"Sales Order Requisition"},"content":{"rendered":"\n<p>The Sales Order Requisition feature in ALZERP enables sales representatives to request products from the main warehouse to fulfill customer orders. This module streamlines the order fulfillment process by ensuring product availability and facilitating timely delivery. <\/p>\n\n\n\n<p>At the core of this module lies the ability for sales representatives to submit requisitions for items ordered by customers. These requisitions serve as a formal request to the warehouse for necessary products. Upon requisition, the system automatically generates a purchase order (PO) for any items that are out of stock, initiating the replenishment process.<\/p>\n\n\n\n<p><strong>Key Features:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Requisition Creation:<\/strong> Sales representatives can create requisitions for specific products and quantities.<\/li>\n\n\n\n<li><strong>Product Search:<\/strong> Allows for easy product selection through barcode scanning or product search.<\/li>\n\n\n\n<li><strong>Order Details:<\/strong> Includes order date, ordering store, and remarks for additional information.<\/li>\n\n\n\n<li><strong>Requisition Approval:<\/strong> Requires approval from relevant authorities (optional).<\/li>\n\n\n\n<li><strong>Stock Transfer:<\/strong> Triggers a stock transfer process to move products from the main warehouse to the requesting store.<\/li>\n\n\n\n<li><strong>Order Tracking:<\/strong> Provides visibility into the status of requisitions.<\/li>\n\n\n\n<li><strong>Reporting:<\/strong> Generates reports on requisition history and product demand.<\/li>\n\n\n\n<li><strong>Automatic Purchase Order<\/strong>: Automatically triggers purchase orders for out-of-stock items, to ensure seamless stock replenishment.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/www.alzerp.com\/kb\/wp-content\/uploads\/2024\/06\/image-77-1024x576.png\" alt=\"\" class=\"wp-image-9579\" srcset=\"https:\/\/www.alzerp.com\/kb\/wp-content\/uploads\/2024\/06\/image-77-1024x576.png 1024w, https:\/\/www.alzerp.com\/kb\/wp-content\/uploads\/2024\/06\/image-77-300x169.png 300w, https:\/\/www.alzerp.com\/kb\/wp-content\/uploads\/2024\/06\/image-77-768x432.png 768w, https:\/\/www.alzerp.com\/kb\/wp-content\/uploads\/2024\/06\/image-77-1536x864.png 1536w, https:\/\/www.alzerp.com\/kb\/wp-content\/uploads\/2024\/06\/image-77-360x203.png 360w, https:\/\/www.alzerp.com\/kb\/wp-content\/uploads\/2024\/06\/image-77-720x405.png 720w, https:\/\/www.alzerp.com\/kb\/wp-content\/uploads\/2024\/06\/image-77-600x338.png 600w, https:\/\/www.alzerp.com\/kb\/wp-content\/uploads\/2024\/06\/image-77.png 1920w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>The <strong>Sales Representatives Orders <\/strong>(Requisition for Customers) system in ALZERP cloud ERP software is designed to facilitate the process where sales representatives request (order) items from the warehouse to be delivered to their stock. This ensures they have the necessary products to sell directly to customers. This integrated approach optimizes inventory management by proactively addressing stock shortages and preventing potential order delays. By linking sales orders directly to purchase orders, ALZERP streamlines the entire order fulfillment cycle, from customer request to product delivery.<\/p>\n\n\n\n<p>This module enhances overall operational efficiency by reducing manual intervention, minimizing errors, and improving communication between sales and warehouse teams. Here&#8217;s a detailed breakdown of the system&#8217;s functionalities:<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Requisition Entry Form<\/h4>\n\n\n\n<p><strong>SR Order (Products) Entry:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Scan Barcode or Choose<\/strong>: Sales representatives can either scan the barcode of the product or select it from a list.<\/li>\n\n\n\n<li><strong>Category<\/strong>: Select the product category from a dropdown menu.<\/li>\n\n\n\n<li><strong>Product<\/strong>: Select the specific product name from the chosen category.<\/li>\n\n\n\n<li><strong>Order Quantity<\/strong>*: Enter the quantity required for each product in the appropriate unit of measurement (UOM).<\/li>\n\n\n\n<li><strong>Add to Grid<\/strong>: Add the entered product and quantity to the order grid.<\/li>\n<\/ul>\n\n\n\n<p><strong>Order Details:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Order For Date<\/strong>: Specify the date for which the order is being placed, e.g., 06\/08\/2024.<\/li>\n\n\n\n<li><strong>Order Number<\/strong>: A unique identifier for the order.<\/li>\n\n\n\n<li><strong>Ordering Store<\/strong>: Select the store from which the order is being placed, e.g., JEDDAH (MAIN WAREHOUSE).<\/li>\n\n\n\n<li><strong>Remarks<\/strong>: Additional notes or comments related to the order.<\/li>\n\n\n\n<li><strong>Upload File<\/strong>: Option to upload any relevant files or documents.<\/li>\n\n\n\n<li><strong>Print the Order? Yes\/No<\/strong>: Choose whether to print the order immediately.<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">Saved Data<\/h4>\n\n\n\n<p>The system allows users to search and view the history of orders based on store name or date range. The search results are displayed in descending order by default.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"591\" src=\"https:\/\/www.alzerp.com\/kb\/wp-content\/uploads\/2024\/06\/image-76-1024x591.png\" alt=\"\" class=\"wp-image-9578\" srcset=\"https:\/\/www.alzerp.com\/kb\/wp-content\/uploads\/2024\/06\/image-76-1024x591.png 1024w, https:\/\/www.alzerp.com\/kb\/wp-content\/uploads\/2024\/06\/image-76-300x173.png 300w, https:\/\/www.alzerp.com\/kb\/wp-content\/uploads\/2024\/06\/image-76-768x443.png 768w, https:\/\/www.alzerp.com\/kb\/wp-content\/uploads\/2024\/06\/image-76-360x208.png 360w, https:\/\/www.alzerp.com\/kb\/wp-content\/uploads\/2024\/06\/image-76-720x415.png 720w, https:\/\/www.alzerp.com\/kb\/wp-content\/uploads\/2024\/06\/image-76-600x346.png 600w, https:\/\/www.alzerp.com\/kb\/wp-content\/uploads\/2024\/06\/image-76.png 1460w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><strong>Search Orders By Store<\/strong>: Users can search for all orders or filter by a specific store.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Printable PDF Format<\/h4>\n\n\n\n<p><\/p>\n\n\n\n<p>The system can generate a printable PDF file for each requisition, formatted as follows:<\/p>\n\n\n\n<p><\/p>\n\n\n\n<div data-wp-interactive=\"core\/file\" class=\"wp-block-file\"><object data-wp-bind--hidden=\"!state.hasPdfPreview\" hidden class=\"wp-block-file__embed\" data=\"https:\/\/www.alzerp.com\/kb\/wp-content\/uploads\/2024\/06\/Order-Requisition.pdf\" type=\"application\/pdf\" style=\"width:100%;height:600px\" aria-label=\"Embed of Order-Requisition.\"><\/object><a id=\"wp-block-file--media-1808ca6f-de70-4ff3-a68c-d69e920c7b0e\" href=\"https:\/\/www.alzerp.com\/kb\/wp-content\/uploads\/2024\/06\/Order-Requisition.pdf\">Order-Requisition<\/a><a href=\"https:\/\/www.alzerp.com\/kb\/wp-content\/uploads\/2024\/06\/Order-Requisition.pdf\" class=\"wp-block-file__button wp-element-button\" download aria-describedby=\"wp-block-file--media-1808ca6f-de70-4ff3-a68c-d69e920c7b0e\">Download<\/a><\/div>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>Header Information:<\/strong><\/p>\n\n\n\n<pre class=\"wp-block-preformatted\"><code>Store Name: JEDDAH (MAIN WAREHOUSE)<br>Requisition Date: 31\/07\/2024<br>Order Number#: RQ-30043-24<br>SR User ID: <br><\/code><\/pre>\n\n\n\n<p><strong>Columns:<\/strong><\/p>\n\n\n\n<pre class=\"wp-block-preformatted\"><code>Sl# | Name of Goods                  | Order Qty. | Unit Price | Delivered Qty.<br>--- | ------------------------------ | ---------- | ---------- | --------------<br>1   | Product Name 1                 | 10         | 100.00     | 10<br>2   | Product Name 2                 | 20         | 150.00     | 20<br>3   | Product Name 3                 | 5          | 200.00     | 5<br><\/code><\/pre>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>How it Works:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Requisition Creation:<\/strong> Sales representatives input product details and quantities.<\/li>\n\n\n\n<li><strong>Requisition Submission:<\/strong> The requisition is submitted for approval.<\/li>\n\n\n\n<li><strong>Stock Transfer:<\/strong> Upon approval, a stock transfer is initiated to move products to the requesting store.<\/li>\n\n\n\n<li><strong>Order Fulfillment:<\/strong> The sales representative can fulfill customer orders using the received products.<\/li>\n\n\n\n<li><strong>Requisition Tracking:<\/strong> The system maintains a record of all requisitions for reference.<\/li>\n<\/ol>\n\n\n\n<p><strong>Benefits:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Improved Order Fulfillment:<\/strong> Ensures product availability for customer orders.<\/li>\n\n\n\n<li><strong>Efficient Inventory Management:<\/strong> Balances inventory levels between warehouses.<\/li>\n\n\n\n<li><strong>Sales Performance Tracking:<\/strong> Provides data on product demand and sales representative performance.<\/li>\n\n\n\n<li><strong>Communication:<\/strong> Facilitates communication between sales representatives and warehouse management.<\/li>\n<\/ul>\n\n\n\n<p><strong>Potential Additional Features:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Priority Levels:<\/strong> Assign priority levels to requisitions based on urgency.<\/li>\n\n\n\n<li><strong>Automatic Stock Allocation:<\/strong> Automatically allocate products to requisitions based on availability.<\/li>\n\n\n\n<li><strong>Mobile App:<\/strong> Enable sales representatives to create requisitions on mobile devices.<\/li>\n\n\n\n<li><strong>Integration with Sales Orders:<\/strong> Link requisitions to sales orders for seamless order fulfillment.<\/li>\n<\/ul>\n\n\n\n<p>By streamlining the requisition process, ALZERP&#8217;s SR Requisition feature enhances sales efficiency and customer satisfaction. This setup ensures that the process of requisitioning products for customer orders is streamlined and efficient, allowing sales representatives to maintain optimal stock levels and meet customer demand effectively.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The Sales Order Requisition feature in ALZERP enables sales representatives to request products from the main warehouse to fulfill customer orders. This module streamlines the order fulfillment process by ensuring product availability and facilitating timely delivery. At the core of this module lies the ability for sales representatives to submit requisitions for items ordered by 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main warehouse to fulfill customer orders. This module streamlines the order fulfillment process by ensuring product availability and facilitating timely delivery. 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