Mastering the Blanket Order Feature in Empress

Guides & Tutorials
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Introduction

Empress is a powerful tool for managing your daily business operations. One of its many features is the ability to create and manage Blanket Orders. This guide will guide you through this feature, explaining its significance and how to use it.

Introduction to Blanket Order

A Blanket Order is a type of purchase order that a customer places with a supplier. It involves the customer requesting for specific products or services to be delivered at specific times over a predefined period, all at a fixed rate. This means that your customers can avoid storing large amounts of materials while benefiting from fixed prices by committing to specified volumes within a set timeframe.

Accessing the Blanket Order Feature

To access the Blanket Order feature, follow this path from your Empress homepage:

Home > Selling > Sales > Blanket Order

Prerequisites

Before you begin, make sure that you have the following set up:

  • Customer or Supplier: The company or individual you’re doing business with
  • Item: The goods or services that you’re selling or purchasing

Creating a Blanket Order

Creating a blanket order is simple with these steps:

  1. Go to the Blanket Order list and click on ‘New’.
  2. Select ‘Selling’ or ‘Purchasing’ in the Order Type field.
  3. Choose the relevant Customer or Supplier.
  4. Set the From Date and To Date to specify the order’s validity period.
  5. Input the Item Code, Quantity, and Rate in the Item table. You can also specify the Terms and Conditions for each item.
  6. When you’re finished, submit the form to finalize the order.

Using the Blanket Order Feature

The Blanket Order feature offers several key functions:

  • Creating Sales Orders: Once a Blanket Order is submitted, the ‘Ordered Quantity’ field updates whenever a Sales Order is placed. You can generate new Sales Orders by clicking on Sales Order under the Create button.

  • Creating Purchase Orders: Similar to sales orders, the ‘Ordered Quantity’ field changes when a Purchase Order is made. To create new Purchase Orders, click on Purchase Order under the Create button after submitting a Blanket Order.

  • Creating Quotations: You can also create new Quotations after submitting a Blanket Order. Just click on Quotation under the Create button.

  • Dashboard: Empress provides a dashboard where you can view Purchase Orders, Sales Orders, and Quotations related to a particular Blanket Order.

Note: You can create multiple Sales Orders, Purchase Orders, and Quotations under a single Blanket Order.

Conclusion

The Blanket Order feature in Empress is a powerful tool that can streamline your business operations. By using this feature, you can keep track of orders, manage your inventory, and ensure a steady supply of products or services to your customers, all while maintaining fixed rates over a specified period.

For further assistance or resources, please visit our support page or contact our customer service team.