How to Manage Alphabroder Stock Issues

Link to Video Tutorial

Send PO's for the items that are in stock from another vendor

1. Log into HelpScout and go to this link to find the stock issues to action: https://secure.helpscout.net/mailbox/243594641fbbfac9/6241081/

1B: OR, you can also find the stock issues listed in Business Central here: Open the Alphabroder PO Issue Report in Business Central. The report should look like this:

2. Open a PO and find the WO number in the Lines section:

3. Open the WO in a separate tab

4. In the WO, find and copy the Customer No.

Copy the Customer No. You will use this later in Step 8.

5. Delete the original PO

Go back to the PO (but keep the WO open in a separate tab)
Click on the trash can icon at the top
A pop-up will appear asking to confirm if you'd like to delete the PO -> Click Yes

6. IN A THIRD TAB, Create a new PO

Purchasing -> Purchase Orders -> New

7. Enter the new Vendor under Vendor Name (e.g S&S Activewear Canada)

8. Enter the Customer's Info into the PO

Scroll down to the Shipping and Payment section
Change the Ship-to drop-down to say Customer Address
Under Customer, paste in the Customer No. that you copied in Step 4.

9. Populate the items from the WO into the PO

Actions -> Functions -> Special Order -> Get Sales Order -> Click on the WO
If there are items that need to be split into a separate PO (e.g. items coming from a different warehouse or vendor), click on the 3 dots to the left of the item and then remove. You will then need to go back and repeat the steps in this document to create a new PO for the items that you remove).

10. Release the PO -> Click on Release -> Release

11. Email the PO to the vendor

Click on Print/Send
Send
Ok
Send Email

Send an email notification for the items that are out of stock

IF THERE IS A STOCK ISSUE THAT CANNOT BE RESOLVED (no vendors carry that stock), inform the Stock Issues Team about the issue by following these steps:

Create an email from the Web Processing Mailbox in Helpscout:
To: weborders@entripy.com

Subject: Stock Issue - WEB______ / WO______

You can find the WEB# and WO# in the General section of the WO (see below screenshot. WO# will be large up top and the WEB# will be under the Platform Order No. section)

Body: Include the item and quantities out of stock. You can copy+paste this info from the Lines section of the WO.

Set the email status to ACTIVE and Assign To 4A Stock Issues