Booking Off - Gatekeeper Notes

Introduction

This guide is to support in the Head Office setup for Gatekeepers.

Assumptions

The requisitions have been setup and orders have been placed. 

Catalogues have been setup

Outlets will be booking off at or after delivery

Set Up

If outlets have permission to add non-catalogue items at book off  (Will be setup at IndiCater )

Gatekeepers need to determine if the supplier needs Auto Adjustment, this allows single amount to be entered as the order total (See Related Guides)

Gatekeeper will need to determine whether they will allow outlet users to edit the unit price as well as quantity. 

Gatekeeper will determine whether the outlet users will be allowed to Book off and Convert the order to an Invoice. 

The reasons for changes in quantity have been completed at mobilisation for the StORM module. 

Activating Other Tools ( Availability subject to your agreed license)

EDI

Gatekeeper Ongoing Tasks

Making sure that you regularly approving catalogues so that the prices in the system are correct. 

Related Guides

Creating and Populating Supplier Records

Catalogue Management

User Permissions

Booking off Orders

Creating a Requisition - Gatekeeper Notes

Creating a Supplier Requisition