Blanket Sales Order

A Blanket Order is an order the customer makes with its supplier which contains multiple delivery dates scheduled over a period of time, sometimes at predetermined prices. It is normally used when there is a recurring need for expendable goods. Hence, items are purchased under a single P.O. rather than processing a separate P.O. each time supplies are needed.

BLANKET ORDER FROM STOCK - Scenario where all the parts are purchased and kept in stock for immediate shipment

1. When a customer places a Blanket Order, enter it into Pentagon as a Blanket Sales Order:
   
   Create a Sales Order of type Blanket :
1. Click the Orders on the main Pentagon menu
2. Click the Add button
3. Select the customer who placed the order by double-clicking on it 
4. Change the S.O. type to Blanket Order by selecting it from the drop-down box, input the Customer P.O. Number if applicable, and click OK
5. input part and quantity information and click OK, then Close
2. When you receive a Blanket Sales Order for parts not in stock, create a Purchase Order to acquire the parts from a vendor in order to cover the Blanket S.O. for the parts you do not have in stock
   
   Create Purchase Order for supplier/Vendor
1. Create a new Purchase Order by clicking the P.O. button, then the Add button
2. Select the vendor with whom you’re placing an order by double-clicking
3. Select “Convert from SO” from the options menu
4. Select the Blanket Sales Order created in Step 1 from the list
5. Select the lines by double-clicking, then click OK to verify, click OK to save the P.O. and Close
3. When you receive a partial order based on the original blanket, create a Sales Order based on the Blanket Order.
   
   Create a standard Sales Order from the Blanket Sales Order:

1. Click the Orders on the main Pentagon menu

2. Click the Add button

3. Select the customer who placed the order by double-clicking

4. Input the Customer P.O. Number, then click OK

5. Select “Convert from S.O.” from the options menu

6. Select the Blanket Order created in Step 1 from the list by double-clicking

7. Select the line by clicking on it, then click OK

8. Adjust the quantity of the Order as necessary, then click OK, then Close

9. Two Scenarios - Upon receiving the partial Sales order for delivery; check your stock;

1. If you already received the parts and they are waiting in stock; allocate them and ship.

2. If you did not receive the parts yet and the PO is still open; split the PO line for the portion of the new order:

1. Use the options in the Po lines and convert the new SO lines from the new sales order

2. Change the original Qty in the PO that already converted (from the original blanket) and change the Qty to balance remaining (Total Qty minus the new added line)

4. After processing the new Sales Order, you create a Pick Ticket for shipping.
   
   Create a Pick Ticket from the Sales Order

1. Create a new Pick Ticket by clicking the Pick & Ship button on the left side, then clicking the Add button

2. Click the upper “…” button and select the Sales Order created in Step 3 from the list, then click OK

3. Click on the line to select it, and then click OK.

FIGURE 1: BLANKET SALES ORDER FROM STOCK

HOW TO CREATE A BLANKET PURCHASE ORDER FOR A VENDOR BASED ON A BLANKET SALES ORDER

1. Create a Sales Order of type Blanket
1. Click the Orders on the main Pentagon menu
2. Click the Add button
3. Select the customer who placed the order by double-clicking on it
4. Change the S.O. type to Blanket Order by selecting it from the drop-down box, input the Customer P.O. Number if applicable, and click OK
5. Input part and quantity information and click OK, then Close
2. When you receive a Blanket Sales Order for parts not in stock, you use Pentagon to create a Blanket Purchase Order to acquire the parts from a vendor in order to cover the Blanket S.O.
   
   Create Blanket Purchase Order from Blanket Sales Order –
1. Create a new Purchase Order by clicking the P.O. button, then the Add button
2. Select the vendor with whom you’re placing an order by double-clicking
3. Change the P.O. type to Blanket Order by selecting it from the drop-down box and click OK
4. Select “Convert from SO” from the options menu
5. Select the Blanket Sales Order created in Step 1 from the list
6. Select the lines by double-clicking, then click OK to verify, click OK to save the P.O. and Close
3. Create a standard Sales Order from the Blanket Sales Order, changing the quantity based on the quantity ordered from the Blanket Sales Order
1. Click the Orders on the main Pentagon menu
2. Click the Add button
3. Select the customer who placed the order by double-clicking
4. Input the Customer P.O. Number, then click OK
5. Select “Convert from SO” from the options menu
6. Select the Blanket Order created in Step 1 from the list by double-clicking
7. Select the line by clicking on it, then click OK
8. Adjust the quantity of the Order as necessary, then click OK, then Close
4. Create a Purchase Order from the new Sales Order
1. Create a new Purchase Order by clicking the P.O. button, then the Add button
2. Select the vendor with whom you’re placing an order by double-clicking
3. Click OK and select “Convert from SO” from the options menu
4. Select the Sales Order created in Step 3 from the list by double-clicking
5. Select the lines by double-clicking, then click OK to verify, and click OK to save the Purchase Order, then Close
5. Create a Receiver for the Purchase Order
1. Create a new Receiver by clicking on the Receiving button on the right side, then the Add button
2. Select the Purchase Order created in Step 4 from the list by double-clicking
3. Double-click the line and input the quantity received, then click OK to save, then click OK and the Receiver will be created
6. Create a Pick Ticket for the Sales Order
1. Create a new Pick Ticket by clicking the Pick & Ship button on the left side, then clicking the Add button
2. Click the upper “…” button and select the Sales Order created in Step 3 from the list, then click OK
3. Click on the line to select it, then click OK

FIGURE 2: BLANKET SALES ORDER WITH VENDOR