Setup supplementary item/items on purchase order

Posted On September 2, 2024 by Prafull Mandlik Posted in

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Introduction

In today’s competitive market it is very much important to have edge over other competitors for sustainable business & growth. There are various ways to gain market share like affordable rates, specialized items, etc. One of the ways to offer some essential supplementary items that are required for the optimal use and functionality of the primary products. Hence, many suppliers are offering various supplementary items either free or at with minimum price. Or offering certain quantity of same item on purchase of bulk quantity. i.e. Luggage bag with luggage bag cover as supplementary item or Buy 4 soaps & get 1 free.

Problem Statement

In this scenario we need to define supplementary item & conditions to add same on purchase order. i.e. Which supplementary item or items to for which vendor for what quantity of main item, at what rate & for what time period.

Solution steps

Follow below steps to create & add supplementary item/items on purchase order.

Create main item.

Create supplementary item –

Then go to main item -> Purchase Tab -> Supplementary purchase items

New window will open -> Click on new

Then add supplementary item details based on different scenarios.

Scenario 1 – When will buy 1 “Luggage bag” from Vendor 1002 will get 1 “Luggage cover” free.

Define supplementary item accordingly.

Add Vendor details – Select “Account code” as Table if only specific vendor is going to provide supplementary item. & Select “Account code” as All if all vendor will provide supplementary item.

Quantity limit – Select quantity of main item. i.e. Luggage bag

Supplementary item – Select code of Supplementary item. i.e. Luggage bag cover

Supplementary quantity – Select quantity of supplementary item

Multiple quantity – Select what will be incremental quantity. i.e. in this case it is 1, means if we buy 1 bag then will get 1 cover free, if we buy 2 bags then will get 2 covers free.

Date range – If supplementary item will get only for specific period, then define from date & to date.

Free of charge – If this toggle is Yes then supplementary item will be added to purchase order without price. If it is No, then supplementary item will be added with price.

& save.

Now create purchase order for vendor 1002 & add item luggage bag – go to Procurement & sourcing -> All purchase orders

Now to add supplementary item click on Purchase order line -> Supplementary items

New window will open.

Click Ok.

Then Supplementary item will be added to the purchase order.

Follow regular procedure to further process the purchase order.

Scenario 2 – When will buy 5 “Luggage bags” from Vendor 1001 will get 1 “Luggage bag” free.

Define supplementary item accordingly.

Add Vendor details – Select “Account code” as Table if only specific vendor is going to provide supplementary item. & Select “Account code” as All if all vendors will provide supplementary item.

Quantity limit – Select quantity of main item. i.e. Luggage bag

Supplementary item – Select code of Supplementary item. i.e. Luggage bag

Supplementary quantity – Select quantity of supplementary item.

Multiple quantity – Select what will be incremental quantity. i.e. in this case it is 5, means if we buy 5 bags then will get 1 bag free, if we buy 10 bags then will get 2 bags free.

Date range – If supplementary item will get only for specific period, then define from date & to date.

Free of charge – If this toggle is Yes then supplementary item will be added to purchase order without price. If it is No, then supplementary item will be added with price.

& save.