Understanding the terminology used in the EZ Process Pro Ordering Module is key to managing inventory, purchase orders, and receiving efficiently. Below is a list of common phrases you may encounter, along with definitions to help you navigate the system confidently.
Items for PO
Description:
- The Items for PO screen generates a list of products that need to be reordered—either to meet minimum stock requirements or to fulfill customer sales for which there is currently no available inventory.
Unprinted Purchase Orders
Description:
- This section displays all purchase orders that are still in draft status. These POs have not yet been finalized or sent to a vendor, meaning items can still be freely added or removed. A purchase order only becomes official—and is assigned a PO number—once it has been printed or emailed to the vendor.
Non-Received Purchase Orders
Description:
- This section displays all purchase orders that have been created and sent to the vendor, but for which the ordered inventory has not yet been received. It helps track incoming products that are still in transit or pending delivery.
On Order
Description:
- An item marked as "On Order" means it has been included in a submitted purchase order, but it has not yet been received into inventory. This status helps you track items that are expected to arrive soon.
On Back Order
Description:
- An item labeled as "On Back Order" indicates that it is awaiting fulfillment from the supplier and is currently listed in the Items for PO section. This means the item has been sold but is not in stock and has not yet been included in a submitted purchase order.
Receive All from List – All PO
Description:
- This section allows you to receive inventory from one or more purchase orders. You can fully receive and close out a single PO, partially receive items if only part of the order has arrived, or receive multiple purchase orders at once for faster processing.
Enter Invoice w/o PO
Description:
- This option allows you to enter an invoice directly into the system without creating a purchase order. It bypasses the typical steps of generating and receiving a PO, and instead, immediately records the invoice and adds the items directly into inventory—streamlining the process for quick or unplanned inventory additions.
Receiving Calendar
Description:
- The Receiving Calendar provides a visual schedule of all expected incoming shipments. It is based on the ETAs (Estimated Time of Arrival) you've set for your non-received purchase orders, helping you plan and manage inventory arrivals more efficiently.
Generate PO for Stock
Description:
- This section allows you to create purchase orders for items that are not tied to specific customer sales. Use this feature to order products you simply want to keep in stock—ideal for replenishing showroom inventory or maintaining general inventory levels.
Retail Vendor
Description:
- A company that you send purchase orders to in order to buy products from the manufacturers they represent.
Manufacturer
Description:
- A manufacturer is the original source of production for furniture sold at retail.
- A manufacturer makes the product, while a vendor is someone you buy the product from—which could be the manufacturer or a distributor. So, all manufacturers can be vendors, but not all vendors are manufacturers.