TBO Feature

TBO Feature

The purpose of this guide is to explain how to use the TBO (To Be Ordered) feature in the Sales screen.

TBO and the Sales Screen

Upon selecting the TBO checkbox, KNAPS's TBO feature generates purchase orders automatically for product codes sold via the Sale screen (hence the abbreviation TBO – To Be Ordered).

The TBO checkbox is located in the Sale Details section of the Sale screen.

At the start of the sales process, the TBO checkbox can be manually selected or unselected by the user. The automatic setting for this feature may be set via the Store Settings screen (go the TBO in Store Settings section of this guide for further details).

You still have the option to select or unselect the TBO checkbox even after you have added the sale line.

Once a sale has been invoiced, you may no longer select or unselect the TBO checkbox.

The icon in the TBO column of the Sale line will indicate POs that were generated using the TBO feature.

You may click this icon, and the system will take you to the PO.

Purchase Orders generated via the TBO feature will initially be marked as Unsent by the system. Users must manually Confirm these orders in KNAPS before they can be sent to the supplier. During the Unsent status, modifications can be made to the PO as needed. For more information on editing and finalising POs, refer to the Purchase Orders guide

TBOs will be combined with POs for the same distributor if the PO is in an Unsent status. Consequently, all TBOs for that distributor will be aggregated into a single PO, as long as the PO is still Unsent.

Default TBO Settings

To setup your default TBO selection settings, follow the instructions on this link.