Metro Aero Ordering System Overview

Metro Aero Ordering System Overview


Metro.aero has multiple orders under the Workflow
tab, each designed to handle daily operations throughout the company. Requisitions are submitted in order to get
required parts either ordered or shipped to the base that needs them. They’re trackable,
with real time status updates, and instant alerts at the base that submitted the RQ. Purchase orders are generated to acquire inventory
items for jobs and stock. Shipments exist to give employees all the
information they need to send items where they need to go. Receiving orders reflect when a base gets
a shipment from another base or vendor. Closing the receive order will automatically perform
inventory transactions for you; whether creating new items or moving existing items; and update
the status of the order you generated it from. Rental orders, as the name suggests, tie to
rentals from vendors to bases, tracking the cost per day, minimum rental period, and projected
total cost. Quotes are generated by your sales team to
give potential customers an estimate of what our parts would cost to purchase. When a customer submits a PO, or decides to
proceed with a quote, users can create a sales order to fill the PO, or generates by transferring
the information from the quote. RMAs deal with sold items the customer returns,
generating a reference number to help communicate effectively. It also gives your company the
ability to monitor the progress of the returned material, such as receiving a core, performing
work on a returned unit, and purchasing items to fix the repair. Reconciliation orders allow you to process invoices and reconcile them against items you received in your inventories. So you do not pay for items you have not received. On each order page, there’s an Advanced
Search option. This lets you refine your search by different variables, including a range
of dates, what base placed the order, which part number or numbers are on the order, and
the order’s status. On the index page for each type of order the
status is indicated with a different color tied to it. You can use the color guide to
easily tell what stage your order’s in. Different order types can have different statuses,
including: Opened – An order has been created, and has
not yet been reviewed. Posted – The order has been reviewed and is
considered ready for action. Pending – A Posted order has been generated from the
one created, but not all line items have been addressed. Completed – Posted orders generated from this
order, and all of the quantities are fulfilled Closed – This order requires no further action. When viewing an individual order, one option
you can explore is the Generateds tab. This shows every subsequent order generated in
relation to the original. If the Parts. Dept. needs to place an order to fill lines on your
requisition, that PO will appear in this tab. It also displays the order from which they
were generated. Sometimes additional information is required
when placing an order, such as a picture of the part, or a scan of the warranty exchange
form. Use the Attachments tab to add these to your order. Give the file a name, an optional
description, choose the file you want to attach, and save it to complete the process. It currently
supports images, Word documents, text files, and PDFs, allowing for a wide range of flexibility
applicable in countless scenarios.

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