Purchase tab

To display the Purchase tab for an item, turn on the Purchased toggle.

 

The information provided here is used to facilitate the creation of purchase orders. When this item is added to a purchase order, the fields below are automatically used to populate the details.

  1. Purchase measure: minimum order quantity
  2. Total weight: unit weight defined in the General tab multiplied by the purchase measure
  3. Purchase price computing: (-> Available from ALIX 11.24.0. How do I find out the current version?) defines the calculation method used for this item’s purchase cost. This field is hidden if the item’s unit of measure is “Weight”.
    Fixed price To manually set a unit purchase cost.
    Price based on weight To set a purchase cost per weight unit. For more information, see the Buy at price based on weight page.

    Note: to enable Price based on weight, the Unit weight of the item must be set in the General tab.

  4. Total cost: unit cost multiplied by the purchase measure
  5. Unit cost: cost for each unit
  6. Long description: if these fields are left blank, the descriptions in the General tab of the item will be used
  7. Use purchase order part number: when this option is active, the purchase order part number will be used on inventory.
  8. Update item unit costs on purchase order issues: when this option is active, the unit cost will be updated automatically with the purchase order cost.
  9. Custom unit : (-> Available from ALIX 11.24.0. How do I find out the current version?) allows purchasing the item in a unit different from its stock unit. Turn on the toggle, then fill in:

    1. Unit: name of the unit (e.g. “box”).
    2. Format: conversion factor to the stock unit (e.g. 6 for a 6-unit box).
  10. Split inventory by conversion factor: when active, issuing a purchase order splits quantities into distinct inventories based on the conversion factor of the custom unit.

 

This data represents the basic information of the item. It is also possible to define vendor-specific information by adding the vendor, following the steps in the next section.

 

Add a vendor

You can associate one or more vendors with an item. Their information will be included in the order forms.

  1. In the menu on the left, click Items, click the item you want, and then click the Purchase tab.

  2. Click the + button next to Vendors.
  3. Fill in the requested information, including the following details :
    1. Custom unit. : when active, allows setting a custom unit name and a conversion factor to the item unit.
    2. Description: if left empty, will take the item description.
    3. Part number: if left empty, will take the part number of the item.
    4. Purchase increment: allows you to specify that the quantity ordered is always a multiple of a defined value. For example: if a vendor sells their water bottles only in packs of 12, then the quantity entered in the purchase order must be 12, 24, 36, etc.
    5. MOQ: minimum order quantity.
    6. List price: the base price of the item for this vendor.
    7. Configure volume discount: to apply discounted prices based on volume tiers.
  4. Once finished, you can exit the page. The information in this window is saved automatically.
  5. The next time you order this item from this vendor, the settings you have made here will be automatically included in the purchase order.