Setting up Best-buy / Cheapest Item Ordering


 

Best-buy and Cheapest Item ordering are two separate options, and you can use either, or both at the same time. To understand the difference, see Intro - Best-buy and Cheapest Item.

In this screen you can set Best-buy and Cheapest Item ordering globally for all relevant generic / PI products. Having done this, you can switch off these settings for individual products if you wish.

 

See Turn OFF Best-buy and Turn OFF Order Cheapest Item below.

Best-buy / Cheapest Ordering Setup

  • Go into

Menu > Tools > Bulk Operations >

  • Select Set up Cheapest Item Ordering

This brings up the screen:

 If you don't have a Wholesaler file, you will not see the "Always order the cheapest item" section.

 

  The Best-buy option may exist only for certain pack sizes and only for certain wholesalers.

Always use best buy codes for...

  • Select Generics, Parallel Imports, Both, or None, as required.

If you have a Wholesaler file loaded, you will also see a No Change option.

  • Select No Change in cases where you are changing the settings for Cheapest, but don't want to change settings for Best-buy.

If you select None, this will turn OFF any that were previously set to use Best-buy.

Always order the cheapest item for...

 Remember, this only appears on the screen if you have a Wholesaler file)

 

  • Select Generics, Parallel Imports, Both, or None, as required.

  • Select No Change in cases where you are changing the settings for Best-buy, but don't want to change settings for Cheapest.

If you select None, this will turn OFF any that were previously set to use Cheapest.


Individual Products - turn OFF/ON Best-buy                  

Shift+Ctrl+F2 > Search for / find product > Details > Ordering tab > Supplier > Details button

 

Having set Best-buy codes ON for ALL products, you can turn the Best-buy flag OFF for INDIVIDUAL products...

Conversely, having set Best-buy codes OFF for ALL products, you can turn the Best-buy flag ON for INDIVIDUAL products.

Use the product inquiry as the quickest route to item details:

  • Use & &, find the product ( see Find Product), and click the Details button.

  • Select the Ordering tab.

  • Highlight the required supplier.

You can see which Items are set to use the Best-buy option by the red BB next to the appropriate supplier in the list:

 

Setting up Cheapest Item5.png

  • Click on the Details button

If this product, in this pack size, is available as a best buy item, there will be a Best-buy item check box.

  • Check 'Best-buy item' to turn Best-buy ON for this item; remove check to turn it OFF.

 

Setting up Cheapest Item6.pngORSetting up Cheapest Item8.png

Remember that the Best-buy code item will only be ordered if the Product is set to order from the appropriate wholesaler; otherwise the default item will be ordered.

Individual Product - turn OFF/ON Order Cheapest Item   

Having set Order Cheapest Item on ALL products, you can turn off the Order Cheapest Item flag on INDIVIDUAL products.

Conversely, having set Cheapest Item OFF for ALL products, you can turn the Cheapest Item flag ON for INDIVIDUAL products.

  • Go into

Menu > Tools > Inquiry > Product > Find product > select Product > Details button > Ordering tab > Details button

 

Or from Product Details, Ordering tab:

  • Highlight the cheapest item:

  • Click on the Details button

  • Removing the tick from Always order cheapest item:

Remember that Cheapest Item Ordering will only be used if the Product is set to order from the appropriate wholesaler; otherwise the default item will be ordered.