Purchase statuses determine your ability to re-order a product. STORIS comes delivered with six purchase status "types". See the list below. In addition, you can create purchase order "codes", each of which you must base on a purchase order type and thus share its characteristics (the Purge status is not available for this purpose).
A - Active - You can order the product on purchase orders and/or add it to sales orders. This is the default purchase status.
D - Dropped - The product has been dropped on either a corporate or a district basis, but is still available from the vendor. You can order it on purchase orders, but you cannot create the PO via sales order entry. You cannot oversell dropped items on sales orders. Also activates the Markdown Price field in the Advanced Product Settings.
M - Markdown - You can order the product on purchase orders and/or add it to sales orders. Identical to the Active status, except that it also activates the Markdown Price field in the Advanced Product Settings, into which you can enter a markdown price.
O - One-Time-Buy - Use one-time-buy products with One-Time-Buy Processing to create distributed-quantity transfers. These are products you expect do not require recurring replenishment, although you can add them to purchase orders and transfers as many times as needed. You cannot back-order one-time-buy products, nor can they be a special-order product.
For one-time-buy products, the system creates
auto transfers only to move the merchandise from the selling store to
the appropriate ship location for that line item type. That is, the stock
location must be the selling store. You can create manual transfers as
long sufficient quantity is on hand at the transfer-from location. Transfers,
like sales orders, can not contain back-orders.
P - Purge Status - The product has been flagged by the Purge Special Order & Obsolete Products process as eligible for purging. You cannot order it on purchase orders or oversell it on sales orders. You cannot edit this status using this field.
T - Discontinued - The product has been discontinued or terminated by the vendor. You cannot add it to new purchase orders or oversell it on sales orders. Also activates the Markdown Price field in the Advanced Product Settings.
The six original
purchase status "types" also function as purchase order "codes". That is, you
do not need to create any new purchase status codes if you don't need
them.
The One-Time-Buy and Purge statuses are not available from the
District
and Regional Product Settings routine.
You can mass-assign purchase statuses by region using the
Set Product Status by Region routine.
The Purge Special Order & Obsolete Products process purges "obsolete" products
(that is, products with a purchase status of D (dropped), T (discontinued),
or P (purge status)).
For products with a purchase status that prohibits overselling on
sales orders, if the products are on a transfer, you cannot add them to
an order until the transfer is complete and the products return to inventory.
Purchase statuses do not appear on
eSTORIS.
To view and/or edit purchase statuses, use the Purchase Status Settings. You cannot delete purchase statuses once they exist in the system. For purchase status "types", you can edit only the Description fields. For purchase status "codes" you create, you can edit the Description fields as well as the Type field.
Advanced Product Settings (Settings tab)
District and Regional Product Settings (Region tab)
Thus, you can specify purchase statuses by product, region, or location. The Purchase Status field in the Advanced Product Settings is a required field while the other purchase status fields are optional. When you create a new product, the system defaults the Active purchase status. You can edit the default and specify any purchase status type or code except Purge.
To establish a purchase status, the order-entry processes search the following routines in the following order, assigning the first purchase status found:
Warehouse Inventory Settings
District and Regional Product Settings (if Regional Processing is active on your system)
Advanced Product Settings