Site

Site

SPM documentation of version 2.2.1.2 - January 4th 2010 – Written by Rémi Equoy

Introduction

The Site Form enable to define a Site third party into SPM :

What's a site ?

Into SPM, a site can describe simultaneously a company, a branch of a company or an outlet of a company.

All main documents (quotes and orders) are always done under site entity.

Users are granted to create document for one or more sites.

When a new site is added, the SPM administrator (see user's rights) have to create the document root format in the Document number manager.

Address tabs

Main address describe the main address or the default address of a site.

Invoicing address and delivery address are useful when using inter site feature or when the site is assumed as customer/vendor (see after)

Stores tab

This tab describe the list of stores attached to a site.

Two important commands are available in the push-down menu :

• Add : The store will be included in the site. A store can be added once. The owned site of a store can be shown in the store form.
• Link : This command enable to grant the site to access and book store's goods as if the store was owned by the site. This link will deactivate the inter site process between two sites. This link have to be used if (and only if)  the site is a distributor entity or when the store of one site is locate in the warehouse of another site.

Other information

Capital, Company #, VAT/GST# and Represent. are information which will be used in the report documents.

• Assume as customer : When ticked this site will be see as a customer into SPM. (compulsory for inter site orders)
• Assume as vendor : When ticked this site will be see as a vendor into SPM. (compulsory for inter site orders)
• Assume as distributor : Distributors are sites (or company) which have no store and no stock. They are only able to access the stock and the store of another site (which is not a distributor).
• Requisition with drop ship by default : When ticked, this option enables to automatically create customer order with drop shipment option activated for all items, except if user untick the drop ship check box in the Requisition forme. This is very useful for a branch or subsidiary site when they are only able to create orders because they have any warehouse or store.
• Bank button enables to manage the bank(s) and the bank account(s) of the site (see Bank and bank account topic)
• Print Information enables to configure the printing parameters for the site.

IMPORTANT NOTES : To enable inter site orders, a site MUST HAVE the Assume as customer and the Assume as vendor ticked.

See also - Sites and Stores architecture - Bank & Bank Account - Third party - Store - Compensation rate manager - Inter site orders -

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