1.  Once we have stock list to order, sense check data to ensure it is correct

   • Make copy of the ordering sheet   and populate necessary fields.

2. Fill in template here 

3. If consolidating date ensure you are consolidating model by using the =SUMIF formula , there is a reference video in " helpful reference material " to show you how to do this 

4.  . Save as .csv file 

5. Upload to X drive and open on NAV

6. Requisition Worksheets -> Click on name -> Import Replenish Lines

7. Select the .csv file

8. Click “Carry out action message”

• 1. Before we raise PO , if the algorithm has failed to order stock in and you have checked all possible reasons why it may have not ordered then advise RnD to investigate 

• 2. Go to the associated SO if there is one, go to the model on the lines and scroll to the end and tick the “Make PO” box

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  1. Go to Actions > Create Purchase Order > Create Retail PO

• 2. Assign the PO to the sales order

  3. If EDI - release the PO

  4. If not EDI - send the PO request to the supplier - Click “Print” and “Email”

  5. Insert the signature and send - check there is a sent e-mail in your g-mail

1. Please note that any Zip Tap with a SKU beginning with H5X needs to be set up as a direct delivery PO to a customer's house - never to a store or warehouse.

2. Check that there are not any outstanding POs without reservation and there is not stock in other locations we can take from. 

• To check POs - in NAV in item page > search item you are raising PO for > qty on purchase order > add filter and add location code you are raising PO for > outstanding qty " >0 " . This will show you all outstanding POs for that location , there will also be a reservation qty which will show you how many are reserved to each PO 

• To check SOH - Check in portal to see available stock 

3. Open purchase order tab > in the action pane select " New " 

4. Hit enter in " No " to auto generate a PO 

5. Enter in Vendor number 

6. Add in requested delivery date 

7. Add in location code 

8. Add in the lines what you want to order as well as the qty ( make sure there is a value associated with the line ) , reserve to SO using  the thunderbolt icon> functions > reserve >reserve on sales order that needs the PO 

9. If EDI , release and your done 

10. IF non EDI , release the order > Print > Email 

11. Enter in signature and send 

NOTE : make sure you have outlook open prior to sending any invoices out as emails will not send if you don't 

1. Go to Purchase Orders in NAV

2. Locate the PO that came in that has the issue

3. Create a new PO and apply the same vendor number, delivery date and required location code

4. Add the item and make sure the QTY and price is the same

5. If it is EDI, UNTICK EDI. We do not want to send this to the supplier. It is only for the warehouse

6. Reference the original PO in the new PO’s comments. Via a blank line in the description

7. Reference the new PO in the original PO via the same blank line in the description

8. Release and inform the warehouse of the new PO

• • Ideally display team are the only ones who should be raising display orders , please contact them prior to raising any order , but if we need to the following steps are below 

• • 1. Search item in “Stockkeeping Units”

• • 2. Set filter for “Stock Location” - set to “No”

• • 3. Check “DISPLAY” for the associated location (i.e. 208 Newcastle - 201DISPLAY)

• • 4. Add filter for inventory " > 0" " if no stock in any display locations then remove filter and proceed to next step . If there is stock we need to use it rather than order 

• • 5. Add filter qty on po " >0 " , if POs are there no need to raise PO 

• • 6. If PO is reserved for others, you will need to raise a new PO

• If new PO is required Refer to individual PO creation guide and any additional steps (i.e. emailing supplier for OOD) - refer to discount document here for display discounts