A Blanket Order is a purchase order which a customer places with its supplier to allow multiple delivery dates over a period of time, often negotiated to take advantage of predetermined pricing.
Configuration
For this feature to work, go to Purchases ‣ Configuration ‣ Settings and activate the Purchase Agreements feature
Start a Blanket Order
To use this feature, go to Purchases ‣ Purchase Agreements.
Once you are creating the purchase agreement, access the Agreement Type drop down menu and select Blanket Order.
You can then create your new blanket order, select your vendor, the product(s), agreement deadline, ordering date and delivery date.
When you are satisfied with your purchase agreement, confirm it. Its status will change from*Draft* to Ongoing and a new RFQs/Orders will appear in the top right corner of the document.
RFQ from the Blanket Order
From your blanket order you can create a new quotation, KiuBMP will auto-fill the document with the product(s) from your blanket order, you only have to choose the quantity and confirm the order.
When you will go back on the blanket order, you will see how many quantities you have already ordered from your blanket order.
Vendors prices on your product
When a blanket order is validated, a new vendor line is added in your product. You can see which one are linked to a blanket order and give priority to the ones you want with the arrows on the left of the vendor name.
Thanks to this, a blanket order can be used for automated replenishment (using reordering rules or made to order configuration).
Tip
You can also create a Request for Quotation from the classic RFQ Menu and link them with an existing Blanket Order
Kiu BMP gives you the possibility to cancel a delivery method whether it has been validated to fast, it needs to be modified or for any other reason. Some carriers are more flexible than others, so make sure to cancel your delivery order as fast as possible if it needs to be done so you don’t have any bad surprise.
Go to Sales -> Sales -> Sales order. Then click on the sale order you want to cancel. Click on the Delivery button, in the upper right corner of the sale order.
Click “Cancel” button to cancel delivery
To make sure that your delivery is cancelled, check in the history, you will receive the confirmation of the cancellation.
Kiu BMP gives you the possibility to change the default packaging type and adapt the packaging the way you want it, depending on the weight of the order.
Go to Inventory -> Configuration -> Setting -> Traceability -> Packages. Choose Record packages used on packing
In the Sales module, go to Sales and click on Sale Order. Create your new Sale Order, and Confirm the Sale.
Once you’ve confirmed the Sale, you need to click on Delivery, to be redirected to the Delivery order. Click on Edit, and you can now change the packaging.
In the Operations tab, in the last column, change the 0 and put the number of products that you want to pack together. Then click on Put in Pack.
Choose the type of packaging that you want. You can also see that the weight has been adapted to your package, and you can change it manually if you want it to be more precise. Then click on Save. Repeat the operation until all the products are put in pack.
Finally, click on Validate to confirm the delivery.
If you find yourself with the need to buy from multiple vendors for one product, KiuBMP can let you directly link them with a single product.
Add vendors in a product
To use this feature, go to Purchases ‣ Products, then select a product.
From there you can add existing vendors to your product or create a new one on the fly.
Note that every first time the product is purchased from a new vendor, KiuBMP will automatically link the contact and price with the product.
Add price & quantity as well as a validity period
When you’re adding a vendor to a product, you’re able to add the vendor product name & code as well as set the minimal quantity, price and validity period.
Tip
This feature also works with variants of your products, such as one t-shirt in different sizes!
Configuring lead times is a first essential move in order to compute scheduled dates. Lead times are the delays (in term of delivery, manufacturing, …) promised to your different partners and/or clients.
Configuration of the different lead times are made as follows:
At a product level
Supplier lead time:
Is the time needed for the supplier to deliver your purchased product. To configure the supplier lead time select a product, and go in the Inventory tab. You will have to add a vendor to your product in order to select a supplier lead time.
Note: Do not forget that it’s possible to add different vendor and thus different delivery lead times depending on the vendor
Once a vendor is selected, just open its form and fill its Delivery lead time. In this case security days have no influence, the scheduled delivery days will be equal to: Date of the purchase order + Delivery Lead Time.
Customer lead time:
Customer lead time is the time needed to get your product from your store / warehouse to your customer. It can be configured for any product. Simply select a product, go into the sales tab and indicate your Customer lead time.
Manufacturing lead time:
At the same page it is possible to configure the Manufacturing Lead Time as well. Manufacturing lead time is the time needed to manufacture the product.
Note: Don’t forget to tick the manufacturing box in inventory if you want to create manufacturing routes
At route level
The internal transfers that a product might do due to the movement of stocks can also influence the computed date. The delays due to internal transfers can be specified in the Inventory app when creating a new push rule in a route.
Go to the push rules section on a route form to set a delay.
At sale order level:
Requested date:
Kiu offers the possibility to select a requested date by the client by indicating the date in the other information tab of the sales order. If this date is earlier than the theoretically computed date, the system will automatically display a warning.
Dropshipping is a method in which the vendor does not keep products in stock but instead transfers the products directly from the supplier to the customer.
Note
You need the Sales, Inventory and Purchases modules for this feature to work.
Activate the dropshipping feature
Go to Purchases ‣ Configuration ‣ Settings and select Dropshipping.
A new route Dropshipping has been created. You can go on a product and tick the dropshipping route. You also need to define to which vendor you will buy the product. Now, each time this product will be sold, it will be drop shipped.
If you don’t always dropship that product, you can go to Sales ‣ Configuration ‣ Settings and tick the box in front of Order-Specific Routes.
When you create a quotation or sales order, you can now decide, order line per order line, which products should be drop shipped by selecting the dropship route on the SO line.
Drop ship a product
Once a sale order with products to dropship is confirmed, a request for quotation is generated by KiuBMP to buy the product to the vendor. If you confirm that request for quotation into a purchase order, it will create a transfer from your vendor directly to your customer. The products doesn’t go through your own stock.
The Warnings feature allows you to raise warnings or blocking messages on purchase orders based on a vendor or a product.
For example, if you often have a problem with a vendor, you might want to raise a warning when purchasing from that vendor. If a product is about to be discontinued, you may want to raise a blocking message on the purchase order.
Configuration
For this feature to work, go to Purchases ‣ Configuration ‣ Settings and activate the Warnings feature.
Add a warning on a vendor
When you activate the feature, you get a new option under the Internal Notes tab on vendors. You can decide to write a simple warning or a blocking message.
Add a warning on a product
When you activate the feature, you get a new option under the Purchase tab on the product page where you can add a warning or a blocking message.
Trying to buy with warnings or blocking messages
If you try to validate a Purchase Order from a vendor or with a product with a warning, a message will be raised. You can ignore it by clicking ok.
However, if it is a blocking message, you cannot ignore it.
In some industries, you may receive a bill from a vendor before receiving the ordered products. However, you might not want to pay it until the products have been received.
To define whether the vendor bill should be paid or not, you can use what we call 3-way matching. It refers to the comparison of the information appearing on the Purchase Order, the Vendor Bill and the Receipt.
The 3-way matching helps you avoid paying incorrect or fraudulent vendor bills.
Configuration
For this feature to work, go to Purchases ‣ Configuration ‣ Settings and activate the 3-way matching feature
Should I pay the vendor bill?
With the feature activated you will have a new Should be paid line appear on the vendor bill under the Other info tab.
That way KiuBMP let you easily know if you should pay the vendor bill or not.
Tip
The status is defined automatically by KiuBMP. However, if you want to define this status manually, you can tick the box Force Status and then you will be able to set manually whether the vendor bill should be paid or not.
When an order goes to the shipping department for final delivery, Kiu BMP is set up by default on a one-step operation: once all goods are available, they can be shipped in bulk in a single delivery order. However, that process may not reflect the reality and your company may require more steps before shipping.
With the three steps process (Pick + Pack + Ship), the items are transferred to a packing area, where they will be assembled by area of destination, and then set to outbound trucks for final delivery to the customers.
A few configuration steps are necessary in order to accomplish Pick + Pack + Ship in Kiu BMP. These steps create some additional locations, which by default are called Output and Packing Zone. So, if your warehouse’s code is WH, this configuration will create a location called WH/Output and another one called WH/Packing zone
Goods will move from WH/Stock to WH/Packing Zone in the first step. Then move from WH/Packing Zone to WH/Output. Then finally it will be delivered from WH/Output to its final destination.
Configuration:
Allow managing routes :
Kiu BMP configures movement of delivery orders via routes. Routes provide a mechanism to link different actions together. In this case, we will link the picking step to the shipping step.
To allow management of routes, go to Configuration ‣ Settings
Under Location & Warehouse ‣ Routes, activate the radio button Advanced routing of products using rules. Make sure that the option Manage several warehouses, each one composed by several stock locations is activated as well.
Configure the warehouse for Pick + Pack +Ship
Go to Configuration ‣ Warehouses and edit the warehouse that will be used.
For outgoing shipping, set the option to Make packages into a dedicated location, bring them to the output location for shipping (Pick + Pack + Ship).
Create a sale order:
From the Sale module, create a sales order with some products to deliver. Notice that we now see 3 transfers associated with this sales order in the Delivery button above the sales order.
If you click the button, you should now see three different pickings:
The first with a reference PICK to designate the picking process
The second one with the reference PACK that is the packing process
The last with a reference OUT to designate the shipping process.
Process a delivery
How to process the picking step?
Ensure that you have enough product in stock and Go to Inventory and click on the Waiting link under the Pick kanban card.
Click on the picking that you want to process. Click on Reserve to reserve the products if they are available. Click on Validate to complete the move from WH/Stock to WH/Packing Zone.
This has completed the picking Step and the WH/PICK should now show Done in the status column at the top of the page. The product has been moved from WH/Stock to WH/Packing Zone location, which makes the product available for the next step (Packing).
How to process the packing step?
Go to Inventory and click on the Transfer link under the Pack kanban card.
Click on the picking that you want to process. Click on Validate to complete the move from WH/Packing Zone to WH/Output.
This has completed the packing step and the WH/PACK should now show Done in the status column at the top of the page. The product has been moved from WH/Packing Zone to WH/Output location, which makes the product available for the next step (Shipping).
How to process the shipping step?
Go to Inventory and click on the To Do link under the Delivery Orders kanban card.
Click on the picking that you want to process. Click on Validate to complete the move from WH/Output to the customer (Click Apply to assign the quantities based on the quantities listed in the To Do column).
This has completed the shipping step and the WH/OUT should now show Done in the status column at the top of the page. The product has been shipped to the customer.
