Purchasing in TireMaster Corporate

This help topic is applicable to the following TireMaster application:

TireMaster Point of Sale

TireMaster Plus

TireMaster Corporate

   

The purchasing system is similar to many other areas of a TireMaster Corporate, because the corporate site can see purchase orders for all sites, while a store only sees purchase orders created for that store. Furthermore, system administrators at the corporate site can also define how purchases are handled by setting group of system controls and assigning or removing permissions from security groups.

Depending on the system control settings, purchase orders can be created at the corporate site, the stores, or both. Similar controls also define whether orders can be received and priced at the corporate site, the stores, or both.

Example: You could give Store A only the ability to receive items, while giving Store B the ability to create purchase orders and receive items.

Depending on your control settings, you can perform any or all of the purchase order processing stages at the corporate site.

Example: You can create a purchase order at the corporate site, receive the order at a store, and price it at the corporate site. You can also perform all steps of the process at the corporate.

The settings that affect which purchasing functions stores can perform are located on the Enterprise tab on the System Controls screen. For more information, see Enterprise Controls (TireMaster Corporate).

To enable purchase order processing at the corporate site, the following store settings should be set to Yes for the corporate location:

Can Create New PO

Can Create New RD

Can Create New VID

You can also use permissions to affect how purchase orders are processed at stores.

Example: If you don’t want users at Store B to override prices and quantities when receiving items, don’t assign Store B employees to a security group with the PO/Recv Override Price and PO/Recv Override Qty permissions.
Note: If you choose to do all purchase order processing at the corporate site, all stores involved in the transaction must still process the results and send them back to the corporate site to complete the transaction. For example, a store must acknowledge a receiving document created at the corporate site before the corporate site can send the vendor invoice that results from pricing the receiving document.

To create purchase orders at the corporate site, you need to set the Can Create New PO control to Yes on the Enterprise tab on the System Controls screen.

To create purchase orders from Corporate

1. At the corporate site, select Inventory > PO & Receiving. The PO System opens.
2. Click Add. TireMaster displays a list of vendors.
3. Select a vendor for the order, and click OK. TireMaster prompts you for a site.
4. Select the site that will receive the order, and click OK.
5. Complete the purchase order as you normally would. For more information, see Purchase Orders.
Note: The purchase order appears at the store only after the corporate site has sent the information for the order to the store.

To receive inventory for a store at the corporate site, you need to set the Can Create New RD control to Yes on the Enterprise tab on the System Controls screen.

Note: Before you can receive inventory for a store on a purchase order completed at the corporate site, the store must process the transaction and send the results back to the corporate site.

To receive inventory for a store at the corporate site

1. At the corporate site, select Inventory > PO & Receiving. The PO System opens.
2. On the Purchase Orders tab, select the status of All.
3. Select the purchase order that you want to receive, and click Receive.
4. Receive the order as you normally would. For more information, see Receive Items on a Purchase Order.

To price inventory for a store at the corporate site, you need to set the Can Create New VID control to Yes on the Enterprise tab of the System Controls screen.

Note: Before you can price inventory for a store at the corporate site, the store must process the transaction and send the results back to the corporate site.

To price inventory for a store at the corporate site

1. At the corporate site, select Inventory > PO & Receiving. The PO System opens.
2. Click the Receiving Document tab, and select the status Received (Un‑priced).
3. Select the receiving document you want to price, and click Price. The Vendor Invoice screen opens.
4. Complete the pricing process as usual. For more information about pricing inventory, see Price Items on a Receiving Document.