Non Stock Builds
| Document Version | v.3 |
|---|---|
| Document Last Updated | 8/22/2023 |
| Software Version Documented | v.9.9.2 |
Overview
This process document will cover how to properly use the Non-Stock Build (NSB) functionality within Savance Enterprise at both the sale and purchasing level.
Settings & Warnings
Before we get started on the process of using NSB’s, it is important to make sure you have the proper settings configured within the Administrator Settings. Go to Admin > Administrator Settings> Site Settings.
You want to make sure that you require a description when entering an NSB item number onto an order.
Next, select the Warnings tab within the Administrator settings. It is important to set these warnings properly because if not your NSB items will be automatically canceled off your order if not properly filled out during the ordering process.
Above is the correct settings for using NSB items within the ordering process. NOTE: Enabled means a warning will appear but will allow you to proceed. Required means actions must be completed before you can
proceed.
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Not NSB and Not Checked for Send - You have NSB checked but upon conversion, you are missing key information needed.
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NSB Manufacturer Does Not Exist - You must have a Manufacturer Short Code entered at the line level of an NSB item.
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Items that are Not NSB and Not Checked for Send will be Canceled - The proper information must be entered along with the NSB check mark checked at the line level or the NSB item will be canceled on the order at conversion.
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NSB Exists in Master Inventory - This will give you a warning if this item currently exists within your Master Inventory which can be used instead of the NSB feature.
Order Entry - NSB Item Only
Now that you have your settings configured you can now proceed with entering an NSB item onto an order.
Go to New > Order/Quote and enter your Customer’s information.
Enter the item number in the Part Number field and once you select the NSB checkbox - you’ll receive the following warning:
To proceed you must fill out the following information:
- Manufacturer
- Description
Once you have the required information added you can now convert the order.
- Price/Cost - although you don’t have to fill these out and may be defined at the Purchasing Level and fill back in at the Sales Order Level
Purchasing NSB Items generating RFQ/PO from Sales Order
In our example below, the RFQ/PO was created as a Hard Link RFQ which will be kicked out for each vendor automatically based on your user level settings at the time of order conversion. You will find the linked RFQs in the links tab of the order.
- Follow the links to the RFQs, verify the vendor information, cost and convert. Once a Cost is defined on the RFQ/PO; based on Purchasing Settings in the Admin that cost will default back to the Sales Order
# Purchasing NSB Items generating RFQ/PO from Critical Purchasing
In our example below, the Sales Order demand was generated as a Soft Link in Critical Purchasing
And left the purchasing decision up to the Purchasing Buyer to generate the RFQ to which Vendor they prefer which will be kicked out by selecting the “...” beside the Vendor Selection to either choose the Vendors at the Default Manufacturer, or Search All Vendors to purchase from.
