Sites Pre-Order
The Pre-Order area allows users to Create Pre-Orders for Plot Build Stages on the selected Site.
The Pre-Order table includes a Plot Number column, which displays the Plot Number for each Plot on the Site, and a Plot Name column, which shows the Display Name for each Plot.
The table also includes a column for each Build Stage associated with the Plots. Each of these columns contains a checkbox, allowing the user to select which Build Stages they want to create a Pre-Order for.
The Plot Name column includes a checkbox for each Plot. Selecting this checkbox will automatically select all Build Stage checkboxes within that row, allowing the user to quickly create a Pre-Order for the entire Plot without selecting each stage individually.
Each Build Stage column header contains a checkbox. Selecting this checkbox will select the corresponding Build Stage checkbox for every Plot, effectively selecting the entire column.
Alternatively, the user can select checkboxes for individual Plot Build Stages to create Pre-Orders for specific stages only.
Creating Pre-Orders
To create a Pre-Order, the user can select the relevant checkboxes and then click the Create Pre-Orders button located above the right-hand side of the table.
The button also displays the number of Pre-Orders to be created between the words Create and Pre-Orders.
When the Create Pre-Orders button is selected, the system displays a popup containing details of the Pre-Orders to be created, including Plot Number, Plot Name, Build Stage, Supplier, and Supplier Branch.
The Supplier dropdown is pre-populated with the Lead Supplier assigned to the Build Stage, as configured on the Build Stage Details page. The Supplier dropdown is editable, allowing the user to select any Supplier added to the Client’s Suppliers area, provided they have an available Cost assigned to the Materials on the Build Stage.
The Supplier Branch dropdown is pre-populated with the branch selected on the Build Stage Details page. However, not all Build Stages require a Supplier Branch, so it is possible for this dropdown to be empty.
When the Pre-Orders are created, they are added to the Purchasing table and assigned the Supplier and Supplier Branch selected in the dropdowns. Pre-Orders include every Material on the Build Stage, as the entire Build Stage is being pre-ordered.
Pre-Orders appear in the Purchasing table with an amber PO Number to indicate their status. When a Purchase Order is created for the same Site, Plot, and Build Stage as the Pre-Order, it uses the same PO Number, but it is displayed in black instead of amber.
