Introduction
The Blanket Order Feature in Empress is a powerful tool for making bulk orders or agreeing on fixed prices for products or services over a specific period of time. This feature is particularly useful for businesses that have regular, repeat orders with suppliers or customers. It simplifies the ordering process, saving time and effort in your everyday business operations.
Primary Functions and Benefits
The primary functions of the Blanket Order Feature are:
- Creating a Blanket Order: You can create a new blanket order for selling or purchasing. This involves selecting a customer or supplier, setting the duration of the blanket order, and specifying the items for the order.
- Viewing and Editing a Blanket Order: You can view all details of an existing blanket order and edit it if needed, such as changing the duration or the items in the order.
- Tracking Blanket Orders: The feature allows you to keep track of all your blanket orders, including their status and any changes made.
These functions can significantly enhance your business processes by:
- Streamlining your ordering process: Instead of creating individual orders each time, you can create a blanket order once for a specific period.
- Locking in prices: A blanket order allows you to negotiate and fix prices for a specific period, protecting you from price fluctuations.
- Improving supplier/customer relationships: Regular, consistent orders can help build stronger relationships with suppliers or customers.
How to Use the Blanket Order Feature
Here’s a step-by-step guide on how to use the Blanket Order Feature:
- Creating a Blanket Order: Navigate to the Blanket Order page. Click on the ‘New’ button. Choose whether the blanket order is for ‘Selling’ or ‘Purchasing’. Select a customer or supplier. Set the ‘From Date’ and ‘To Date’ for the order. Add the items for the order. Click ‘Save’.
- Viewing and Editing a Blanket Order: Navigate to the Blanket Order page. Click on an existing blanket order to view its details. To edit the order, click ‘Edit’, make the necessary changes, and click ‘Save’.
- Tracking Blanket Orders: Navigate to the Blanket Order page. All your blanket orders are listed here. You can sort them by various fields, such as ‘Order Type’ or ‘To Date’. Click on an order to view its status and any changes made.
Please note that only users with the ‘System Manager’ role have the necessary permissions to create, view, edit, and track blanket orders.
Conclusion
The Blanket Order Feature in Empress is a versatile and efficient tool that can streamline your ordering process, lock in prices, and improve your relationships with suppliers or customers. It’s easy to use, with a user-friendly interface that allows you to create, view, edit, and track blanket orders.
For further assistance or more information, please refer to the Empress user guide or contact our customer support.