CAS 511: How to Order Ice Melt

Ordering Ice Melt

Order by the truckload to get the best pricing. Truckload is 20 pallets.

Placing the Order:

1- Create PO in Odoo

     A- In Odoo go to Purchases-Purchase Orders

     B- Click on the “Create tab” in the upper left hand corner

     C- Type in Streamline Supply in the Vendor drop down

     D- On the Destination Warehouse pick your location 

     E- Click on “Add an Item” under the Products section

     F- Type Blue Heat in the Product box and click on the item

     G- Enter amount of Pallets you want to order (should be 20 for best pricing)

     H- Click on the Confirm Order button, it will give you an RFQ number at first.

2-  Let your GM know the PO has been confirmed, the GM will need to approve the order and send it for approval if it is in RFQ status.

3- Once it has been approved it will now be in Purchase Order status:

4- For Streamline Supply you will email the Purchase Order. 

     A- Look in Customer File for the email address.

         Click on the customer name from the Purchase Order to get to the customer card.

5- If placing order early in the season they will deliver at no additional cost.

6- If needing product ASAP, we can pick up the pallets we need.

    A- Call Streamline Supply and let them know there is an open Purchase Order. Let them know how many pallets you need and they will verify if they have it ready for pick up. 

    B- Once confirmed from Streamline that they have the pallets send driver to pick the pallets up.

• When using our trucks for pick up, try to arrange the pick up with a delivery going in the same direction to save on additional costs. If no customer delivery then freight cost will need to be added on to the PO at time of receiving.

7- When order has landed at your warehouse verify the amount of pallets match the Invoice from Streamline Supply.

8- Sign the Invoice/Delivery Ticket.

Receiving the Order: 

1- In Odoo go to Purchases- Purchase Orders and find the Po most recent    A- You can type the PO number in the search box at the top right hand side.

    B- You can also search by Vendor name. Since we don’t order a lot from  Streamline this one might be easiest to search for.

    C- Click on the correct Purchase Order

3- Scan the copy of the Receiving Ticket/Invoice from Streamline and then attach it to the Purchase Order. 

    A- To attach the scanned document:

             -  Click on the Attachment tab in the top middle of Purchase order.

             -  Click on Add

             -  Find the scanned file in the folder you put it in

2-  

In the top left hand side of the Purchase Order is a button that says Receive Product. Click on this button and it will take you to another page.

3-  On the receiving page enter the number of pallets/bags that were delivered. If we only picked up a few pallets the Initial Demand will be higher than the number you received. 

     A- Click on  the Edit button to enter the amount.

     B- Click under the Done tab to enter the amount. Sometimes when enter the amounts it will be in bags instead of pallets. There are 40 bags on a pallet. So take the number of pallets times 40.

    C- Click on the Save button and then Validate button.  

• If you have entered a number less than original amount it will ask you if you want to create a Back Order. In this case you want to say yes, as we will be picking up all 20 pallets over the next week or so. 

4- In the upper left hand corner click on the Blue SN-PO—--. This will take you back to the Purchase Order page,

5- In the upper right hand corner click on Supplier Invoice

6- Once the new screen opens, press the Create Button

7-  Follow SOP on creating an SOP