Selecting Items

The Shopping List screen enables you to select items for inclusion in your "Shopping List", a means of manually purchasing any physical item that is on your Resources file.

To enter or amend an item on your Shopping List select it in the usual way from the Stock List tab.  You will then see the screen below:

The data shown on this screen is for information only.  The only field that can be edited on the Item tab is the Quantity for Shopping List entry.  Click the Edit button, enter or amend the quantity that you wish to purchase, then click Save or Revert as appropriate.

Please Note:  The Quantity entered will be rounded up to the nearest Batch Quantity multiple, where a Batch Quantity was set on the Resource Record Card, and the Quantity entered here was not a multiple of this figure.

However, you can enter a message on the Supplier Message tab, if required.  Naturally, you do this before you click the Save button, or by clicking the Edit button, clicking the Supplier Message tab, entering your message, then clicking the Save button.

Repeat this process for every item you wish to add to the Shopping List.

Additionally, you can switch to another supplier by clicking the Switch Supplier button.  Please see below.

At any time, you can see all of the items on your list by clicking the Shopping List tab.  To see the Item detail tab for any item on the list, click it.  You can then amend the entry if you wish.

The list will persist until you manually remove items by resetting the Quantity for Shopping List to zero, or Print the Purchase Orders (see below).

Switch Supplier

If you wish to use a supplier other than the Next Order Supplier shown, click the
Switch Supplier button.  The following screen will appear:

Here you can change the Default Supplier or the Next Order Supplier for this item, exactly as you would on the Resource Record Card for the same item.

Please note, however, that here you can select only from the alternative suppliers listed on the Resource Record Card.  If you wish to use a supplier other than one of these, you will need to visit the Resource Record Card, select this item, and edit the Suppliers list to include the one you want to use now.  Then switch to that supplier, either on the Resource Record Card, or back here on the Shopping List item.

Generate Purchase Orders

Click the Print button in Merlin Navigator.  The following dialogue will appear:

Click the List button to print your proposed purchase list, grouped by suppler.  Make your final check that all is in order.

To generate the Purchase Orders, click the Purchase button.  The normal Windows print dialogue will appear.  You will be asked to confirm that the Purchase Orders printed OK.  If there has been any kind of problem, click No.  Your Shopping List will be preserved and no data update will take place.

If you are happy that the Purchase Orders have printed correctly, and that you have the correct number of copies, you can confirm that the Print run was correct.

Your Shopping List will then be cleared, and the Purchase Orders committed to the system.

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