USER Guide. ECONOMIX Solution. New Module - Purchases online. Purchases Online. User Guide ECONOMIX SYSTÈME INC. Tous droits réservés.

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Lorena Eaton
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1 USER Guide New Module - Purchases online ECONOMIX Solution 1

2 Module PURCHASES ONLINE Module Introduction Economix introduces a new feature called. This feature has been developed to facilitate the ordering process among the franchise channel. This web tool will help you manage the franchisee, by integrating orders directly in your Economix software. Here are some key features of this new module: Purchase order creation Send automatically your purchase order to your Master Franchisee Intégration with the Order Module Intégration with the Customer Module Intégration with the Inventory Module 2

This web tool will help you manage the franchisee, by integrating orders directly in your Economix software.

3 Module PURCHASES ONLINE Training Plan Configuration préalable de votre système... Erreur! Signet non défini. Configuration préalable du système pour les MAÎTRE FRANCHISÉ... 4 Créer un Bon d achat pour un envoi direct... 4 Consulter/Modifier un bon d achat pour l envoyer... Erreur! Signet non défini. Mise à jour des achats en ligne pour le MAITRE-FRANCHISÉ... Erreur! Signet non défini. 3

.. 4 Créer un Bon d achat pour un envoi direct.

4 Module PURCHASES Online System Configuration NOTE You need to make sure that all your supplier number are well entered 1. From the specific product file, click in the Supplier number field 2. Type the Supplier number given by the franchisor 3. Repeat these step for every product file. All the Burgham Supllier number were already update by doing your update product under the menu Update Update product Client configuration for Master Franchisee 1. From the specific customer file, click in the Number field 2. Insert the MULTIMENU Code of your franchisee (ex :MM1725) 3. Repeat these steps for every franchisee file. Prepare a Purchase Order for a direct send 1. Click under the menu Stocks 2. Click on Purchase - Receptions 3. Click in the Supplier field 4. To select an existing supplier, click on the supplier from the list box. 5. Click in the Client field 6. Select your own existing customer file, NOTICE In the purchase order, the customer is usually the actual user of the software NOTE The user of the system must create himself as a customer in the Customer Module. 7. Click on Employe 8. To select an existing employee, click on the employee from the list box. IMPORTANT 9. Click on the Expedition list box 10. Select your existing Master Franchisee, the system has already configure your master franchisee number 4

All the Burgham Supllier number were already update by doing your update product under the menu Update Update product Client configuration for Master Franchisee 1.

5 11. Click in the Model field 12. Type the product Code in the Model field 13. Press on the «Enter» key of your key board to confirm the product The pointer will go directly in the Quantity field. 14. Type the desired quantity 15. Press on the «Enter» key of your key board to confirm the quantity The pointer will go directly in the Price field. 16. Press on the «Enter» key of your key board to confirm the price The pointer will go directly in the Dis (%) field 17. Type the desired discount if needed 18. Press on the «Enter» key of your key board to confirm the net price 19. Press on the «Enter» key of your key board The pointer will go directly in the Comment field 20. Type a comment if needed 21. Press on the «Enter» key of your key board to confirm the product Repeat these steps for every product to order. 22. Click on the Save button 23. Click on Direct send : 24. Click on OK It is not mandatory to send the purchase or on the same day, you can save your purchase order and send it another time. Send an existing purchase order 1. Click under the menu Stocks 2. Click on Purchase - Receptions 3. Click on History button 4. Select the purchase order 5. Click on Modify button 6. Make your modification 5

Press on the «Enter» key of your key board to confirm the price The pointer will go directly in the Dis (%) field 17. Type the desired discount if needed 18.

6 7. Click on Save button 8. Click on Direct send 9. Click on OK It is not mandatory to send the purchase order on the same day, you can complete it and send it on another time purchase order in the history After you clicked on save, if you click on cancel by mistake you will still be able to find your Update purchases online for Master Franchisee 1. Click under the menu Update 2. Click on Purchases online 3. Click on the Update button 4. Cliquer dans les cases à cocher les bon d achat que vous désiré accepter 5. Cliquer sur le bouton Accepter The accepted purchase order will be part of your franchisee order history in your customer file. The prices and the discount will be calculated based on the master franchisee system. NOTE It is not possible to accept a purchase order if the franchisee number (ex. MM1724) is not part of his customer file. These orders are now ready to be invoiced, they are available under the customers files and the order report The stock statement is also taking in consideration accepted orders 6

cancel by mistake you will still be able to find your Update purchases online for Master Franchisee 1. Click under the menu Update 2. Click on Purchases online 3. Click on the Update button 4.

User guide Managing unsatisfied customers

User guide Managing unsatisfied customers Last update : June 2014 INTRODUCTION Identification of unsatisfied customers: The list of respondents who triggered an alert is displayed directly in the interface.