Purchase order minimum and packing units

[Frank Herrman]

Hi there,

I am currently looking into the purchase orders within Ofbiz. I would like to define two things:

Packing units
Many products are packaged in boxes in sets of multiple items. The supplier delivers them per 6, we sell them per 1. Now there is an option per product per supplier to enter the minimum order quantity. This does not seem to ensure I will buy the product in this example per 6. I can also order 7 in that case. I want the system to let me only order 6, 12, 18 etc. What is the best way to go there?

Order minimum
Many suppliers require me to place orders of a minimum amount and sometimes a minimum quantity (usually it’s amount). Where can I set this up? This is also something that does not seem to work well with the requirements module. Every order that makes my QoH go below my minimum quantity a requirement is created. I can make a purchase order out of it, but that will only contain that specific product. When I order with a supplier I want to be able to select from all the products he provides that are below the QoH, and not in separate purchase orders. Is this possible as well?

Thank you in advance again.

Kind regards,

Frank

[Rishi Solanki]

Hi Frank,
For packing units and minimum purchase please refer to SupplierProduct
entity fields minimumOrderQuantity and unitsIncluded. This modeling
supportive for purchasing from supplier. It works for all possible business
use cases including yours.
For sales minimum amount/quantity you may need to setup the ProductPrice
for that product of type MINIMUM_ORDER_PRICE. Once setup the customer won't
be able to purchase that product below that amount. On the basis of
requirement you can decide the price to match the minimum amout/quantity.

All this support OOTB available. HTH!

--
Rishi Solanki
Sr Manager, Enterprise Software Development
HotWax Systems Pvt. Ltd.
Direct: [phone]
http://www.hotwaxsystems.com
www.hotwax.co


On Tue, Sep 4, 2018 at 1:10 AM Frank Herrman <[hidden email]> wrote:

> Hi there,
>
> I am currently looking into the purchase orders within Ofbiz. I would like
> to define two things:
>
> Packing units
> Many products are packaged in boxes in sets of multiple items. The
> supplier delivers them per 6, we sell them per 1. Now there is an option
> per product per supplier to enter the minimum order quantity. This does not
> seem to ensure I will buy the product in this example per 6. I can also
> order 7 in that case. I want the system to let me only order 6, 12, 18 etc.
> What is the best way to go there?
>
> Order minimum
> Many suppliers require me to place orders of a minimum amount and
> sometimes a minimum quantity (usually it’s amount). Where can I set this
> up? This is also something that does not seem to work well with the
> requirements module. Every order that makes my QoH go below my minimum
> quantity a requirement is created. I can make a purchase order out of it,
> but that will only contain that specific product. When I order with a
> supplier I want to be able to select from all the products he provides that
> are below the QoH, and not in separate purchase orders. Is this possible as
> well?
>
> Thank you in advance again.
>
> Kind regards,
>
> Frank
>
>

[Frank Herrman]

Hi Rishi,

Thank you for your reply. I see there are two fields: 'units included' and 'order qty increments', should I use the latter in my case? It is not that we order 1 product which contain 6 products, but that we are required to purchase them per 6. So the costprice of the product is the price of 1 product, not a box of 6.

The minimum order quantity is set on the product level, but I want to set it on the supplier level.  Furthermore I would like to have a minimum order _amount_. I am not required to order a minimum number of one specific product from a supplier, but I do need to have a minimum order amount which can be spread over multiple products.

Kind regards,
 
Frank

Op 04-09-18 07:26 heeft Rishi Solanki <[hidden email]> geschreven:

    Hi Frank,
    For packing units and minimum purchase please refer to SupplierProduct
    entity fields minimumOrderQuantity and unitsIncluded. This modeling
    supportive for purchasing from supplier. It works for all possible business
    use cases including yours.
    For sales minimum amount/quantity you may need to setup the ProductPrice
    for that product of type MINIMUM_ORDER_PRICE. Once setup the customer won't
    be able to purchase that product below that amount. On the basis of
    requirement you can decide the price to match the minimum amout/quantity.
   
    All this support OOTB available. HTH!
   
    --
    Rishi Solanki
    Sr Manager, Enterprise Software Development
    HotWax Systems Pvt. Ltd.
    Direct: [phone]
    http://www.hotwaxsystems.com
    www.hotwax.co
   
   
    On Tue, Sep 4, 2018 at 1:10 AM Frank Herrman <[hidden email]> wrote:
   
    > Hi there,
    >
    > I am currently looking into the purchase orders within Ofbiz. I would like
    > to define two things:
    >
    > Packing units
    > Many products are packaged in boxes in sets of multiple items. The
    > supplier delivers them per 6, we sell them per 1. Now there is an option
    > per product per supplier to enter the minimum order quantity. This does not
    > seem to ensure I will buy the product in this example per 6. I can also
    > order 7 in that case. I want the system to let me only order 6, 12, 18 etc.
    > What is the best way to go there?
    >
    > Order minimum
    > Many suppliers require me to place orders of a minimum amount and
    > sometimes a minimum quantity (usually it’s amount). Where can I set this
    > up? This is also something that does not seem to work well with the
    > requirements module. Every order that makes my QoH go below my minimum
    > quantity a requirement is created. I can make a purchase order out of it,
    > but that will only contain that specific product. When I order with a
    > supplier I want to be able to select from all the products he provides that
    > are below the QoH, and not in separate purchase orders. Is this possible as
    > well?
    >
    > Thank you in advance again.
    >
    > Kind regards,
    >
    > Frank
    >
    >
   

[Suraj Khurana]

Hi Frank,

For packing units, IMO, there could be two possible solution for this case.
One is to setup product in OFBiz of type marketing package (if supplier
have multiple packing quantities this fits best), this is available OOTB
and services available to decompose marketing package into singular units
that can be used for selling, you can setup marketing packages and use them
for PO and individual product can be used for selling purpose.

On the other hand, it seems more feasible and less confusing to setup
quantity UOM while creating PO. This requires some custom changes as per
business while creating PO. SupplierProduct also have quantityUomId field
which can be used for this. Data model support is available OOTB and we can
define conversion quantity as per package quantity from Supplier.

For Order minimum, IMO, we can use agreement model to achieve this. We
could have an agreement with supplier about minimum order amount and can
have some custom logic to check that agreement and allow user to place
order or not.

HTH.

--
Thanks and Regards,
Suraj Khurana
Omnichannel OMS Technical Expert
HotWax Systems

On Tue, Sep 4, 2018 at 12:36 PM, Frank Herrman <[hidden email]> wrote:

> Hi Rishi,
>
> Thank you for your reply. I see there are two fields: 'units included' and
> 'order qty increments', should I use the latter in my case? It is not that
> we order 1 product which contain 6 products, but that we are required to
> purchase them per 6. So the costprice of the product is the price of 1
> product, not a box of 6.
>
> The minimum order quantity is set on the product level, but I want to set
> it on the supplier level.  Furthermore I would like to have a minimum order
> _amount_. I am not required to order a minimum number of one specific
> product from a supplier, but I do need to have a minimum order amount which
> can be spread over multiple products.
>
> Kind regards,
>
> Frank
>
> Op 04-09-18 07:26 heeft Rishi Solanki <[hidden email]>
> geschreven:
>
>     Hi Frank,
>     For packing units and minimum purchase please refer to SupplierProduct
>     entity fields minimumOrderQuantity and unitsIncluded. This modeling
>     supportive for purchasing from supplier. It works for all possible
> business
>     use cases including yours.
>     For sales minimum amount/quantity you may need to setup the
> ProductPrice
>     for that product of type MINIMUM_ORDER_PRICE. Once setup the customer
> won't
>     be able to purchase that product below that amount. On the basis of
>     requirement you can decide the price to match the minimum
> amout/quantity.
>
>     All this support OOTB available. HTH!
>
>     --
>     Rishi Solanki
>     Sr Manager, Enterprise Software Development
>     HotWax Systems Pvt. Ltd.
>     Direct: [phone]
>     http://www.hotwaxsystems.com
>     www.hotwax.co
>
>
>     On Tue, Sep 4, 2018 at 1:10 AM Frank Herrman <[hidden email]>
> wrote:
>
>     > Hi there,
>     >
>     > I am currently looking into the purchase orders within Ofbiz. I
> would like
>     > to define two things:
>     >
>     > Packing units
>     > Many products are packaged in boxes in sets of multiple items. The
>     > supplier delivers them per 6, we sell them per 1. Now there is an
> option
>     > per product per supplier to enter the minimum order quantity. This
> does not
>     > seem to ensure I will buy the product in this example per 6. I can
> also
>     > order 7 in that case. I want the system to let me only order 6, 12,
> 18 etc.
>     > What is the best way to go there?
>     >
>     > Order minimum
>     > Many suppliers require me to place orders of a minimum amount and
>     > sometimes a minimum quantity (usually it’s amount). Where can I set
> this
>     > up? This is also something that does not seem to work well with the
>     > requirements module. Every order that makes my QoH go below my
> minimum
>     > quantity a requirement is created. I can make a purchase order out
> of it,
>     > but that will only contain that specific product. When I order with a
>     > supplier I want to be able to select from all the products he
> provides that
>     > are below the QoH, and not in separate purchase orders. Is this
> possible as
>     > well?
>     >
>     > Thank you in advance again.
>     >
>     > Kind regards,
>     >
>     > Frank
>     >
>     >
>
>
>

[Rishi Solanki]

Hi Frank,
As shared by Suraj, I'm up for using the quantity UOM over marketing
package. Also Agreement is best suited for the minimum order amount.
So I would go with Suraj's suggestion.

HTH!

Rishi Solanki
Sr Manager, Enterprise Software Development
HotWax Systems Pvt. Ltd.
Direct: [phone]
http://www.hotwaxsystems.com
www.hotwax.co


On Tue, Sep 4, 2018 at 1:55 PM Suraj Khurana <
[hidden email]> wrote:

> Hi Frank,
>
> For packing units, IMO, there could be two possible solution for this case.
> One is to setup product in OFBiz of type marketing package (if supplier
> have multiple packing quantities this fits best), this is available OOTB
> and services available to decompose marketing package into singular units
> that can be used for selling, you can setup marketing packages and use them
> for PO and individual product can be used for selling purpose.
>
> On the other hand, it seems more feasible and less confusing to setup
> quantity UOM while creating PO. This requires some custom changes as per
> business while creating PO. SupplierProduct also have quantityUomId field
> which can be used for this. Data model support is available OOTB and we can
> define conversion quantity as per package quantity from Supplier.
>
> For Order minimum, IMO, we can use agreement model to achieve this. We
> could have an agreement with supplier about minimum order amount and can
> have some custom logic to check that agreement and allow user to place
> order or not.
>
> HTH.
>
> --
> Thanks and Regards,
> Suraj Khurana
> Omnichannel OMS Technical Expert
> HotWax Systems
>
> On Tue, Sep 4, 2018 at 12:36 PM, Frank Herrman <[hidden email]>
> wrote:
>
> > Hi Rishi,
> >
> > Thank you for your reply. I see there are two fields: 'units included'
> and
> > 'order qty increments', should I use the latter in my case? It is not
> that
> > we order 1 product which contain 6 products, but that we are required to
> > purchase them per 6. So the costprice of the product is the price of 1
> > product, not a box of 6.
> >
> > The minimum order quantity is set on the product level, but I want to set
> > it on the supplier level.  Furthermore I would like to have a minimum
> order
> > _amount_. I am not required to order a minimum number of one specific
> > product from a supplier, but I do need to have a minimum order amount
> which
> > can be spread over multiple products.
> >
> > Kind regards,
> >
> > Frank
> >
> > Op 04-09-18 07:26 heeft Rishi Solanki <[hidden email]>
> > geschreven:
> >
> >     Hi Frank,
> >     For packing units and minimum purchase please refer to
> SupplierProduct
> >     entity fields minimumOrderQuantity and unitsIncluded. This modeling
> >     supportive for purchasing from supplier. It works for all possible
> > business
> >     use cases including yours.
> >     For sales minimum amount/quantity you may need to setup the
> > ProductPrice
> >     for that product of type MINIMUM_ORDER_PRICE. Once setup the customer
> > won't
> >     be able to purchase that product below that amount. On the basis of
> >     requirement you can decide the price to match the minimum
> > amout/quantity.
> >
> >     All this support OOTB available. HTH!
> >
> >     --
> >     Rishi Solanki
> >     Sr Manager, Enterprise Software Development
> >     HotWax Systems Pvt. Ltd.
> >     Direct: [phone]
> >     http://www.hotwaxsystems.com
> >     www.hotwax.co
> >
> >
> >     On Tue, Sep 4, 2018 at 1:10 AM Frank Herrman <[hidden email]>
> > wrote:
> >
> >     > Hi there,
> >     >
> >     > I am currently looking into the purchase orders within Ofbiz. I
> > would like
> >     > to define two things:
> >     >
> >     > Packing units
> >     > Many products are packaged in boxes in sets of multiple items. The
> >     > supplier delivers them per 6, we sell them per 1. Now there is an
> > option
> >     > per product per supplier to enter the minimum order quantity. This
> > does not
> >     > seem to ensure I will buy the product in this example per 6. I can
> > also
> >     > order 7 in that case. I want the system to let me only order 6, 12,
> > 18 etc.
> >     > What is the best way to go there?
> >     >
> >     > Order minimum
> >     > Many suppliers require me to place orders of a minimum amount and
> >     > sometimes a minimum quantity (usually it’s amount). Where can I set
> > this
> >     > up? This is also something that does not seem to work well with the
> >     > requirements module. Every order that makes my QoH go below my
> > minimum
> >     > quantity a requirement is created. I can make a purchase order out
> > of it,
> >     > but that will only contain that specific product. When I order
> with a
> >     > supplier I want to be able to select from all the products he
> > provides that
> >     > are below the QoH, and not in separate purchase orders. Is this
> > possible as
> >     > well?
> >     >
> >     > Thank you in advance again.
> >     >
> >     > Kind regards,
> >     >
> >     > Frank
> >     >
> >     >
> >
> >
> >
>

[james-2]

CONTENTS DELETED

The author has deleted this message.

[Rishi Solanki]

I'm not sure about the code support (need to check inventory receiving
service for that), but yes Data Model supports this.

--
Rishi Solanki
Sr Manager, Enterprise Software Development
HotWax Systems Pvt. Ltd.
Direct: [phone]
http://www.hotwaxsystems.com
www.hotwax.co


On Wed, Sep 5, 2018 at 6:48 AM <[hidden email]> wrote:

> Rishi - So does it give you the ability to purchase in one UOM and sell
> in another OOTB?
>
> So I buy quantity of 1 which will potentially put 100 in inventory
>
>
>
> -------- Original Message --------
> Subject: Re: Purchase order minimum and packing units
> From: Rishi Solanki <[hidden email]>
> Date: Tue, September 04, 2018 2:12 am
> To: ofbizuser <[hidden email]>
>
> Hi Frank,
> As shared by Suraj, I'm up for using the quantity UOM over marketing
> package. Also Agreement is best suited for the minimum order amount.
> So I would go with Suraj's suggestion.
>
> HTH!
>
> Rishi Solanki
> Sr Manager, Enterprise Software Development
> HotWax Systems Pvt. Ltd.
> Direct: [phone]
> http://www.hotwaxsystems.com
> www.hotwax.co
>
>
> On Tue, Sep 4, 2018 at 1:55 PM Suraj Khurana <
> [hidden email]> wrote:
>
> > Hi Frank,
> >
> > For packing units, IMO, there could be two possible solution for this
> case.
> > One is to setup product in OFBiz of type marketing package (if supplier
> > have multiple packing quantities this fits best), this is available OOTB
> > and services available to decompose marketing package into singular units
> > that can be used for selling, you can setup marketing packages and use
> them
> > for PO and individual product can be used for selling purpose.
> >
> > On the other hand, it seems more feasible and less confusing to setup
> > quantity UOM while creating PO. This requires some custom changes as per
> > business while creating PO. SupplierProduct also have quantityUomId field
> > which can be used for this. Data model support is available OOTB and we
> can
> > define conversion quantity as per package quantity from Supplier.
> >
> > For Order minimum, IMO, we can use agreement model to achieve this. We
> > could have an agreement with supplier about minimum order amount and can
> > have some custom logic to check that agreement and allow user to place
> > order or not.
> >
> > HTH.
> >
> > --
> > Thanks and Regards,
> > Suraj Khurana
> > Omnichannel OMS Technical Expert
> > HotWax Systems
> >
> > On Tue, Sep 4, 2018 at 12:36 PM, Frank Herrman <[hidden email]>
> > wrote:
> >
> > > Hi Rishi,
> > >
> > > Thank you for your reply. I see there are two fields: 'units included'
> > and
> > > 'order qty increments', should I use the latter in my case? It is not
> > that
> > > we order 1 product which contain 6 products, but that we are required
> to
> > > purchase them per 6. So the costprice of the product is the price of 1
> > > product, not a box of 6.
> > >
> > > The minimum order quantity is set on the product level, but I want to
> set
> > > it on the supplier level. Furthermore I would like to have a minimum
> > order
> > > _amount_. I am not required to order a minimum number of one specific
> > > product from a supplier, but I do need to have a minimum order amount
> > which
> > > can be spread over multiple products.
> > >
> > > Kind regards,
> > >
> > > Frank
> > >
> > > Op 04-09-18 07:26 heeft Rishi Solanki <[hidden email]>
> > > geschreven:
> > >
> > > Hi Frank,
> > > For packing units and minimum purchase please refer to
> > SupplierProduct
> > > entity fields minimumOrderQuantity and unitsIncluded. This modeling
> > > supportive for purchasing from supplier. It works for all possible
> > > business
> > > use cases including yours.
> > > For sales minimum amount/quantity you may need to setup the
> > > ProductPrice
> > > for that product of type MINIMUM_ORDER_PRICE. Once setup the customer
> > > won't
> > > be able to purchase that product below that amount. On the basis of
> > > requirement you can decide the price to match the minimum
> > > amout/quantity.
> > >
> > > All this support OOTB available. HTH!
> > >
> > > --
> > > Rishi Solanki
> > > Sr Manager, Enterprise Software Development
> > > HotWax Systems Pvt. Ltd.
> > > Direct: [phone]
> > > http://www.hotwaxsystems.com
> > > www.hotwax.co
> > >
> > >
> > > On Tue, Sep 4, 2018 at 1:10 AM Frank Herrman <[hidden email]>
> > > wrote:
> > >
> > > > Hi there,
> > > >
> > > > I am currently looking into the purchase orders within Ofbiz. I
> > > would like
> > > > to define two things:
> > > >
> > > > Packing units
> > > > Many products are packaged in boxes in sets of multiple items. The
> > > > supplier delivers them per 6, we sell them per 1. Now there is an
> > > option
> > > > per product per supplier to enter the minimum order quantity. This
> > > does not
> > > > seem to ensure I will buy the product in this example per 6. I can
> > > also
> > > > order 7 in that case. I want the system to let me only order 6, 12,
> > > 18 etc.
> > > > What is the best way to go there?
> > > >
> > > > Order minimum
> > > > Many suppliers require me to place orders of a minimum amount and
> > > > sometimes a minimum quantity (usually it’s amount). Where can I set
> > > this
> > > > up? This is also something that does not seem to work well with the
> > > > requirements module. Every order that makes my QoH go below my
> > > minimum
> > > > quantity a requirement is created. I can make a purchase order out
> > > of it,
> > > > but that will only contain that specific product. When I order
> > with a
> > > > supplier I want to be able to select from all the products he
> > > provides that
> > > > are below the QoH, and not in separate purchase orders. Is this
> > > possible as
> > > > well?
> > > >
> > > > Thank you in advance again.
> > > >
> > > > Kind regards,
> > > >
> > > > Frank
> > > >
> > > >
> > >
> > >
> > >
> >
>