Placing Purchase Orders Electronically

Summary

Within the purchase ordering side of Platinum, there is the ability to send electronically, purchase orders to your supplier. For a list of compatible suppliers, click here.

If this is not already set up for you, please contact the Sales Department on 0116 2301500 who will be happy to assist further.

In Detail

The general process for submitting an order electronically (EDI) is the same within Platinum for each supplier, and this general process is shown below. Further in this documentation, the eccentricities for each individual supplier will be shown.

• Follow this link for details on how to create a purchase order.
• Once the order has been created, either manually or by a re-order report, you then need to process the order in order to submit it to your supplier.
• Locate the relevant purchase order and <F2> to process it.
• Once in the order, press <A> to autotag all the lines to be submitted to EDI.
• Press <Shift+F5>.
• Click <Proceed>.

Note: From this point on you will need to follow the relevant section in this documentation for your supplier.

BMW

• At this point you will be asked whether the order type is 'Main' or 'VOR'
• Select the relevant order type and then open up the BMW ETK Software and import the order and transmit to BMW.

Honda

• At this point you will be asked whether the order type is 'Stock' or 'Emergency'
• Select the relevant order type and then open up the Honda Software and import the order and transmit to Honda.