When doing purchasing manually, you have to highlight everything you would like to purchase and click purchase at the bottom in Pop > Requirements, however you can automate this process.
In Prima Admin you can tell Prima to pick up everything for a certain vendor – this will automatically push through orders without you having to do anything.
Client > Company > Location Grid Manager
To allow the auto purchasing schedule to run for all companies - go into the Company Locations grid manager > hit search to select all locations (or filter to select specific locations/customers to allow) > in the change tab, tick 'auto purchase' to enable on these locations.
Admin > Automation > Auto Purchase Set up
Next, you need to set up which vendors and what delivery types you would like to automate.
To set up a new one, fill in the following dropdown boxes
Choose Supplier (must be an EDI one) > Depot > Delivery Type> Supplier Del Code
Then choose Enable Auto Purchase dropdown and you can choose between Yes scheduled (you would need to set a time) or Yes on completion (this would mean Prima would send the purchase order as soon as it hits requirements.
Check Stock – you can ask Prima to check Stock first so it will only send orders if the item is in stock so that it doesn’t bounce back
Allow Multi Suppliers – If you have a few items on order and you are unable to get them all from the same supplier – this allows you to choose if you would like to automate them or leave them in requirements.
If you have Enable Auto purchase set to scheduled you will need to go to Admin > Automation > Auto Purchase Schedule > Edit schedule
This is where you choose Weekly or Monthly and the days you would like it to run – you can also set up as many jobs you want throughout the day.
Once set up you will be able to see in Prima Client > POP > Requirements > Auto Purchase column
S – Scheduled – set up and ready to go vendor on the times set in admin as it meets the criteria set up in admin
N - it didn’t meet the criteria or it has reset to N – been rejected (vendor may not have item in stock), if you scroll along to the notes column this will give you the reason as to why it’s been rejected