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