- 25 Jul 2024
- 2 Minutes to read
- Print
- DarkLight
- PDF
Intercompany Purchasing
- Updated on 25 Jul 2024
- 2 Minutes to read
- Print
- DarkLight
- PDF
This advanced, multi-company feature is only available as part of the Marlin Tyre and Mechanical Enterprise Management package.
Marlin Tyre and Mechanical Workshop Software enables the streamlined purchasing of inventory from other companies and warehouses within the same Marlin Enterprise.
Branches of different companies within the same Marlin system can be set up as subsidiary customers and suppliers, which can then be used to send and receive orders between each other.
The ordering branch can submit a supplier order which will automatically create a customer order at the supplying branch.
Once filled, the order is invoiced and dispatched by the supplying branch, and can be received and invoiced by the ordering branch, with any outstanding balances recorded against their subsidiary customer and supplier accounts, as usual.
When inventory is moved between branches are a part of the same company a branch transfer should be done instead.
To enable intercompany purchasing, please contact the Megabus Support Team.
Intercompany Purchases
As with regular supplier orders, intercompany purchases can be performed by first submitting an order to the supplying branch, or the order can be placed externally and the supplying branch can send the items and supplier invoice to the ordering branch, without first needing to receive an order through Marlin.
In order for Marlin to be able to automatically create customer and supplier orders for subsidiaries, the corresponding subsidiary customers and suppliers must have an account with a credit status of Ok.
If desired, a user at the ordering branch can add and submit a supplier order to the supplying branch's subsidiary supplier.
Once the supplier order is submitted at the ordering branch, Marlin will automatically create a customer order at the supplying branch, from the subsidiary customer with the designated order type and salesperson.
Once received (via Marlin or otherwise), the supplying branch can then dispatch and invoice the customer order as usual.
Once the customer order has been invoiced at the supplying branch, Marlin will automatically create a supplier invoice in the supplier inbox (regardless of whether a supplier order was originally submitted by the ordering branch).
The Customer Reference cell on the customer order will be used as the Supplier Reference on the created supplier order.
Once the items are received, the supplier invoice can be processed as usual at the receiving/ordering branch.
Intercompany Salespeople
The salesperson assigned to customer orders created when submitting intercompany supplier orders can be set using the InterCompanyPurchasing.CustomerOrder.SalesPerson enterprise setting.
The intercompany salesperson needs to be a user assigned as a salesperson at the supplying branch.
If all intercompany orders were going to a single location a specific user can be assigned, but if intercompany purchases are being made to multiple locations, a generic "Intercompany Orders" user can be added to assign to them.
Intercompany Order Types
The default order type used for both orders and credits created when submitting intercompany supplier orders can be set using the InterCompanyPurchasing enterprise settings.
The default order type used for orders created when submitting intercompany supplier orders can be set using the InterCompanyPurchasing.CustomerOrderType.Sales enterprise setting.
The default order type used for credits created when submitting intercompany supplier orders can be set using the InterCompanyPurchasing.CustomerOrderType.Credit enterprise setting.
The intercompany order types for both orders and credits need to be added at the supplying branch.
as far as i know it doesn't matter where the order types are added
The usual customer order/credit types can be used, or separate ones can be added specifically for intercompany purchases (e.g. "Intercompany Order" and "Intercompany Credit" order types).