Certificação TOTVS Distribuição e Varejo - Linha Winthor | 220 - Digitar Pedido Compra - Parte V

Training on Item Search Routine

Overview of Item Search Features

• The item search screen includes various tabs for filtering options such as buyer, department, supplier, session, and category.

• Additional filters allow searching by main supplier and including prohibited products in the results.

• The calculation tab features fields for replenishment time and delivery deadlines that adjust suggestions based on user input.

Sales Evaluation and Simulation

• A unique feature allows buyers to simulate suggestion calculations using historical sales data instead of current turnover rates.

• Users can specify a period (e.g., 90 days for a quarter), with the system generating three periods for analysis: current, previous quarter, and an earlier quarter.

• If no sales are recorded in the specified period, a message indicates "no records found," but if there are sales, suggestions will be calculated based on that data.

Purchase Suggestion Process

• To revert to current turnover calculations, users can click back to the relevant field and re-search.

• After selecting items for an order, users can view totals like purchase price and item quantity at the bottom of the screen.

Payment Terms Management

• In the installment tab, if a supplier has pre-defined payment terms in their profile, the system automatically generates payment forecasts based on those terms.

• Users can modify payment term details such as due dates or amounts directly within this interface.

Advanced Payment Calculations

• The system calculates installments based on billing dates provided by suppliers; adjustments can be made if payments fall on weekends.

• Users have options to set fixed dates or bonification types for payments; however, bonification is only available for specific orders.

Finalizing Orders and Taxation Details

• Upon finalizing an order, all associated fees are displayed in a dedicated section.

Order Processing and Confirmation in Invoice Management

Key Steps in Order Finalization

• The process involves entering various totals and taxes on the right side of the invoice, ensuring all necessary financial details are captured before finalizing the order.

• Upon clicking the "save" button, a prompt appears asking if commercial conditions for the supplier and items should be updated; selecting "yes" would store purchase prices and discount conditions for future orders.

• If "no" is selected, the routine proceeds to save the order without updating these conditions.

• After saving, a confirmation screen displays indicating that the order has been successfully recorded, along with a list of saved orders which may include bonus orders or funds if applicable.