How should interbranch orders be set up so that it works well for interbranch?

Through the 'Order Advice' module, a purchase advice can be generated. In an interbranch situation, RetailVista can take into account the purchase orders present at other locations. To be able to use this functionality, a one-time correct setup is very important. This document describes the steps to follow.

1: Create a revenue type with the description 'Interbranch deliveries' and mark this revenue type as 'No revenue'. By not marking it as revenue, the inventory system will ignore sales on this revenue type and therefore not include them in the calculation of the desired optimal inventory. Sales to other locations should not lead to an increase in the optimal inventory, only sales to 'Real' customers should lead to an optimal inventory.

2: Create a discount agreement with the description 'Forwarding' and specify the different groups and their markup percentage in the classifications. Interbranch deliveries are often based on the purchase price and a markup percentage.

3: Make each branch a relationship, supplier, and debtor. In many situations, the relationship will already exist, as it is already linked to the branch through branch maintenance in a correct implementation. For each relationship, link the previously created revenue type and discount agreement, and provide the EDI center connection number and EDI customer connection number in the 'EDI' tab. The specified EDI connection numbers ensure that an EDI delivery note (and possibly later an EDI invoice) is sent when delivering on account to an EDI relationship. Indicate for each supplier that it is an interbranch supplier.

4: Go to Extra -> Settings -> Sales Orders section. Choose 'Yes' for 'Automatically create reservation messages' at the 'Company' level and choose 'Allow deviation'. This setting ensures that a reservation is automatically created at all branches by default as a result of a sales order with sufficient inventory. Now select the main branch at the bottom left and choose the 'Branch' level for the same setting. Then select the value 'No'. This ensures that a sales order at the main branch is not immediately delivered from stock by default. (So orders from other branches do not immediately claim the inventory).

5: Go to Extra -> Branches, and indicate in the 'Interbranch' tab who the interbranch supplier is for each branch. In general, this will be the main branch.

6: Go to RetailLink and add each branch as a supplier in RetailLink. This allows RetailLink to find the destination from a message, which are normally the suppliers for RetailLink.

Once the above settings have been made, you can start creating purchase orders per branch, followed by generating a total order advice at the headquarters. A separate QA document is available for this process.