Click to view/hide picture.Compeat offers three alternatives to create an order; you can create an order from scratch, use a standing order as a template, or have Compeat suggest an order based on par levels.
Click to view/hide picture.
Add Record
Click the New Record button
from the top toolbar, then fill
in all of the fields for the order. Compeat automatically assigns
a new purchase order number (PO #) and displays a blank order screen.
New Standing Order Select New Standing Order from the screen toolbar if you wish to use a Standing Order as a template for the order. This will open a list of standing orders that you can choose from to use as a template.
Suggest
Order Compeat can suggest orders for a particular vendor based
on par levels.
First, click the New Record
button from the top toolbar to open
a blank order, enter a vendor code, and then click Suggest
Order. For more information, see Create
a Suggested Order.
Enter values for the following fields:
PO # Compeat automatically assigns a new purchase order number (PO #) to each new record.
Order Date Specify the date you are placing the order. The default is the current date; you can enter any valid date, or select the drop-down arrow to display and select from a calendar. This field is required.
Transmitted On Displays the date the order was transmitted, in the case of using electronic ordering.
Vendor Code/Vendor Name Enter either the code or the name of the vendor from whom you are ordering. As you type, Compeat will display a list of all defined vendors, so you can quickly select the vendor for the order. When you specify either a vendor code or a vendor name, the other field is automatically filled for you. This field is required.
Entered By Specify the name of the person placing the order. The default is your login name. This field is optional.
Due Date Specify the date you would like the order delivered.
Acknowledged Displays the date the electronic order was acknowledged as received.
Ship To Select a shipping address from the drop-down menu if you wish to receive at an address other than that defined for the entity under the Restaurants setup screen. Addresses must first be defined in Shipping Addresses under the Setup menu. To use this feature, you must have "Allow order shipping address changes" checked under Other Definitions, Other tab.
Comments Enter any comments you wish to associate with the vendor. Comments will display in the header of the order. This field is optional.
If "Prefill New Orders" is checked in the Vendors setup screen, you can click in the Order Details area and it will list items previously purchased from the selected vendor for the current entity in the past number of days specified in Enterprise Definitions. If "Prefill New Orders" is not checked, you can still have the system display prior items ordered by clicking Prefill Items in the Order Details toolbar.
Note: In the case of catch weight items, the cost per pound (inventory unit) that was last received is used.
To order an item, enter the number of units you wish to order in the Qty field. You can change the purchase unit and amount each if necessary. Any line items with a quantity greater than zero display in an alternate color to allow you to easily distinguish them from items that have not been ordered.
For more information on the detail area, see Modify Order Detail.
Save your order by clicking Save Changes. The order screen will refresh, with all zero-quantity items removed from the list.
There are several options for completing your order:
You can print an order for hand-delivery or mailing, or simply to keep for your own records. To print an order click Print on the main toolbar; this will open the Purchase Orders report options screen. You can also print an electronic copy, for example PDF, to attach to an email.
Compeat can automatically send an email with an attached PDF of the order to the email recipient specified under Vendors. If no recipient is defined under Vendors, you will be prompted to enter and email address, which will be used for the current session. The email feature does not allow you to enter any body text; if you want to include a message with the order, use the print feature to print an electronic copy and then attach it to an email. See Configuring Compeat for Email Orders for more information on setting your system up to email orders.
For vendors that have the requisite technology, you can electronically transmit your order via a web or FTP site. For this feature to be used, Electronic Ordering must be setup in Compeat, otherwise the button will be disabled.
If you mail, phone-in, or hand-deliver an order, use the Submit button to mark the order as complete. This will enter the current date in the Submitted field of the order and prohibit editing by anyone whose group access does not allow editing submitted orders.
When a restaurant makes an order to a commissary, there are two restrictions placed on its Orders screen:
A commissary order must be transmitted, not emailed.
The restaurant cannot change the amount each per item. The cost of each item is updated by the commissary's last price when transmitted.
Once transmitted, an order bound for a commissary department cannot be altered or re-transmitted. If it is necessary to change an order, you must delete the order and transmit an entirely new one to the main commissary.
Note: The Transmit and E-mail features must be configured on the Misc tab of the Restaurants screen to match the email settings on your restaurant PC.
