Bulk Purchasing Mode; create a summary report
Let's face it, when I am I buying, I don't really care who it's for. I care about the total I need. If I cannot find the product, or the entire amount I need, then I go back and see who the customers are and figure out how I will sub or allocate.
To accomplishment this goal, I am creating a paper report to work from by exporting the data from this screen. The purchasing process is a tough organizational process...lots of going back and forth with different vendors, comparing prices, tallying totals from different vendors, etc. For me, I need a paper report to keep tabs on all of this work.
Currently, I export the data into an excel file, and then reorganize and subtotal it using a macro. It would be wonderful if there were a report that did this for me.
It's just sorted by Product, and then subtotaled the Total Units. The comments are then copied into the subtotal line, as sometimes there are different comments for each item...this is a bit tricky.
Either way, it would be awesome to have a report that was friendly to use, would give me a place to keep track of things as I purchase them, and would only show me the important things. :)
If you are interested, I can send a file. I don't want to attach it here for confidentiality reasons.
Daniel Uribe commented
im trying to understand the example of the report and am understaning that say she has an order for
100 qb x 100 50 cm red freedom ; and they are for 33 different customers.
when she filters by product/ category she wants to see a summary total of boxes/ stems and total stems , in order to faster identify how many she needs to buy. so as she starts buying the 100 boxes for 33 customers over 20 different farms; she needs to be able to finish the line item, while knowing how many total units she needs to ship ; regardliness of the line item by customer she neesd..... ( are you doing this in Stand alone PO / confirming the orders FIRST and then Assigning from FUTURE sales; in order for all the same boxes to have the same LOT #? by FARM? vs 10 different lot # for the SAME product from the same farm? let me know thanks!