Hyperspace offers 3 different workflows or processes in which to sync Purchase Orders between the Point of Sale and NetSuite ERP. Hyperspace also offers synchronization workflows for Store Transfers.
Purchase Order Option 1:
This option is often used by organizations that have a central Purchasing Department that instructs vendors to ship directly to the store.
Summary: All Purchase Orders are created in NetSuite ERP. This action automatically creates an open Purchase Order in Heartland Retail Point of Sale. Once the store receives the inventory from the vendor, the store employees receive (or partially receive) the Purchase Order in Heartland Retail Point of Sale. The receiving actions of the employee in the Point of Sale automatically update the Purchase Order in NetSuite ERP.
Purchase Order Option 2:
This option is often used by organizations that enable stores to create their own Purchase Orders and receive their own Purchase Orders.
Summary: All Purchase Orders are created in Heartland Retail Point of Sale. This action automatically creates an open Purchase Order in NetSuite ERP. Once the store receives the inventory from the vendor, the store employees receive (or partially receive) the Purchase Order in Heartland Retail Point of Sale. This action automatically updates the Purchase Order in NetSuite ERP.
Purchase Order Option 3:
This option is often used by organizations that do not allow their stores to create or receive their own Purchase Orders. Everything is done in NetSuite ERP.
Summary: All Purchase Orders are created in NetSuite ERP. All Purchase Orders are received in NetSuite ERP. No actions are done in Heartland Retail Point of Sale.
In this case, Hyperspace recommends that you activate an inventory sync function to sync all stock changes from NetSuite (locations level) to Heartland Retail (store level). When Purchase Orders are received in NetSuite ERP, Hyperspace will automatically update Heartland Retail Point of Sale with Inventory Adjustments (IA) to update stock at the store(s).
Note 1:
Hyperspace works with numerous clients that order stock to be shipped directly to the store and stock to be shipped directly to the warehouse for store distribution.
These clients will create Purchase Orders in NetSuite ERP for all ‘vendor-direct-to-store’ orders. They will create Store Transfers in NetSuite ERP for stock that moves from the Warehouse to the store.
Hyperspace supports workflows where you can create Purchase Orders and Store Transfers in NetSuite ERP. Hyperspace will automatically create corresponding Purchase Orders and Store Transfers in Heartland Retail Point of Sale. This enables store employees to receive both Purchase Orders (from vendor shipments) and Store Transfers (from warehouse shipments) in Heartland Retail Point of Sale. The employee's receiving actions automatically generate both Purchase Orders and Store Transfer receipts in NetSuite ERP.
Note 2:
For Option 3, you can enable Hyperspace to sync Purchase Orders to Heartland Retail Point of Sale. When receiving actions occur in NetSuite ERP, this action will update copies of Purchase Orders in Heartland Retail Point of Sale. Heartland Retail Point of Sale will automatically adjust stock for these actions. Heartland Retail Point of Sale will update stock when Purchase Orders in Heartland Retail Point of Sale are updated. That is not a setting that can be disabled. It is controlled by Heartland Retail Point of Sale.