1. HOW TO CREATE SUPPLIERS
2. HOW TO ASSIGN PRODUCTS TO SUPPLIERS
3. HOW TO GENERATE A NEW PURCHASE ORDER
4. HOW TO RECEIVE PURCHASE ORDERS
5. LISTS IN THE BACK-OFFICE

Purchase management is another tool offered by Revo RETAIL. This option aims to complete the inventory management cycle of our company. In other words, from placing a purchase order with our suppliers to receiving it, adding it to the stock, and then selling it to our customers.

Everything related to creating purchase orders from our suppliers is managed through the back office.

1. HOW TO CREATE SUPPLIERS

The first step is to create suppliers:

1. Access the back office of Revo RETAIL.

2. Go to Purchase / SUPPLIERS.

3. Click on +New.

4. Fill in the following information:

• Name: Supplier's name.

• Email: Supplier's email.

• Supplier notifications: Check this option if you want this supplier to be notified about changes to their orders.

• VAT ID (CIF): Supplier's VAT ID.

• Address: Supplier's address.

• City: Supplier's city.

• Postal Code: Supplier's postal code.

• Province: Supplier's province.

• Country: Supplier's country.

• Phone: Supplier's phone number.

• Website: Supplier's website.

• Notes: You can include any additional information you deem relevant.

5. Click on Save.

2. HOW TO ASSIGN PRODUCTS TO SUPPLIERS

There are two different ways to assign products to suppliers:

Via the product card.

Once the supplier is created, click on the product to associate it.

1. Go to PRODUCTS: Group - Category - Desired product.

2. Click on the Suppliers tab:

3. Fill in the following information:

• Supplier: Select the supplier supplying the item.

  Note: The supplier must have been created first.

• Reference: Product reference. Normally, use the same reference provided by the supplier. If not available, it is not mandatory to fill in this field.

• Unit: Unit used to control inventory.

  Notes: You can create a new unit if necessary. More information here.

• Cost Price: Cost at which the product is acquired from the supplier.

• Pack: In cases of purchasing a product associated with packs, enter the quantity.

4. Click the Add button and then Save.

Via the supplier

1. Go to Purchase / SUPPLIERS.

2. Click on for the desired distributor.

3. Add the desired products from the dropdown menu.

4. Fill in the following information:

• Supplier: Select the supplier supplying the item.

  Note: The supplier must have been created first.

• Reference: Product reference. Normally, use the same reference provided by the supplier. If not available, it is not mandatory to fill in this field.

• Unit: Unit used to control inventory.

  Notes: You can create a new unit if necessary. More information here.

• Cost Price: Cost at which the product is acquired from the supplier.

• Pack: In cases of purchasing a product associated with packs, enter the quantity.

• Tax: Select the tax applicable to the product.

5. Click Add to add the product.

3. HOW TO GENERATE A NEW PURCHASE ORDER

Once the suppliers and all associated products are created, proceed to generate a new purchase order.

1. Go to Purchase / NEW ORDER.

2. Fill in the following details:

• Supplier: Select the supplier from the dropdown.

• Auto: Adds to the purchase order the quantity of a product that is below its default quantity.

• Auto by dates: By using dates, you can automatically replenish sold material up to the default quantity.

3. You can also add the product using the selector that appears. If you have multiple items with the same supplier, you will need to scroll to locate it. You can also locate it by typing its name through the character search offered by the selector. Add the quantity of the product to be received.

4. You can save the order in the following way:

• Save Draft: Saves the order in the PURCHASE ORDERS section with the status of Draft, with the possibility to modify and edit it from that same screen.

• Save: Use this option to confirm the purchase order.

4. HOW TO RECEIVE PURCHASE ORDERS

Once the requested products are sent to us, we can receive purchase orders either partially or completely.

1. Go to Purchase / PURCHASE ORDERS.

2. Click on for the order you are interested in.

3. You can receive the order in two ways:

• If you receive the order completely:

  
  
  

  • In case of multiple warehouses, select the one you are interested in.

  • Click on Receive.

• To receive the material partially:

  
  
  

  • Select the warehouse you are interested in, in case of having multiple.

  • Indicate the received quantity.

  • Click on Receive.

4. You can download the PDFs of the orders by clicking on the button located in the upper right corner.

5. If you go back to PURCHASE ORDERS, you will see both received orders, one in gray, as it has been received completely, and the other in red, as it has been received partially.

5. LISTS IN THE BACK-OFFICE

STOCK MOVEMENTS

This report shows us the stock movements made, whether we have added products, moved products from one warehouse to another, etc.

1. Access the back-office of Revo RETAIL.

2. Go to Lists / STOCK MOVEMENTS.

3. You will see the following information:

• : Select the desired dates to view in the report.

• If you click on Show filters, the following filters will appear:

  • : You can filter by product.
  • : You can filter by warehouse.
    
    

• Date: Shows the date and time the product was added.

• Product: Shows the order number (ticket).

• Product name: Shows the name of the product.

• Brand: Shows the brand of the product.

• Action: Shows the action performed on the product.

• Quantity: Shows the quantity of the product.

• To Warehouse: Indicates the warehouse in which the action is performed.

• From Warehouse: Indicates the original warehouse of the product.

• Reason: If a reason was entered when adding the discount, it will appear here.

STOCKS

This report shows us the value of the products we have in stock.

1. Access the back-office of Revo RETAIL.

2. Go to Lists / STOCKS.

3. You will see the following information:

• Reference: Shows the product reference.

• Name: Shows the name of the product.

• Brand: Shows the brand of the product.

• Quantity: Shows the quantity of the product.

• Cost Price (excluding VAT): Shows the cost price of the product without considering VAT.

  For this value to appear, the cost price must be added in the Price tab of the product. More information here

• Total: It is the cost price multiplied by the quantity of product we have in stock.

• Price: Shows the price including VAT.

• Total RRP: It is the price with VAT multiplied by the quantity of product we have in stock.

STOCKS BY CATEGORIES

This report shows us the value of the products we have in stock by categories.

1. Access the back-office of Revo RETAIL.

2. Go to Lists / STOCKS BY CATEGORIES.

3. You will see the following information:

• Category: Shows the category name.

• Quantity: Shows the quantity of the product within the category.

• Total: It is the cost price multiplied by the quantity of product we have in stock.

• Total RRP: It is the price with VAT multiplied by the quantity of product we have in stock.

STOCKS BY GROUPS

This report shows us the value of the products we have in stock by groups.

1. Access the back-office of Revo RETAIL.

2. Go to Lists / STOCKS BY GROUPS.

3. You will see the following information:

• Group: Shows the group name.

• Quantity: Shows the quantity of the product within the group.

• Total: It is the cost price multiplied by the quantity of product we have in stock.

• Total RRP: It is the price with VAT multiplied by the quantity of product we have in stock.