Build Order Journal

Build Order Journal Overview

The Build Order Journal function is the third item on the SapphireOne Inventory Data Entry menu, and is used to assemble a number of Base Inventory items that go to make up a Built Inventory Item. This Build Order Journal function is to all intents and purposes identical to the Build Journal.

For example, you know that you will require a number of built items at some point in the future to fill a Client Order (OCI). This could be days, weeks or perhaps a month in the future. The biggest problem you will have is if you will have sufficient inventory stock to build the items when you are ready to raise the OCI.

How to create a Build Order Journal

  • When a Build Journal is created, stock is not allocated until it is actually posted. 
  • When this Build Order Journal is created and saved, Inventory stock is immediately allocated to this transaction. 
  • If any Inventory items are short of stock SapphireOne will display this as a backorder component on the inventory items first page. 
  • SapphireOne will save this transaction as OGJ, allocating the stock without having any effect on your general Ledger accounts. 
  • The user may then check stock levels and ensure that the stock levels are sufficient when the Build Order Journal is converted to a Build Journal. 
  • Once you are ready there is a “Convert to Build” check box at the bottom of the screen. 
  • Once this is selected and then saved this OGJ will be converted to a standard built item a BGJ.

SapphireOne’s implementation of both Dictation (MacOS) and Speech to Text (Windows) is a game changer for anybody doing data entry within SapphireOne. Any data entry field that the user can type into using a keyboard, they can use this feature.

They can also use this functionality on all inquiry screens within SapphireOne. For example, the user is in a Contact within a Client and they have just made a phone call to that particular client using the Softphone technology, this will automatically date and time stamp the contact and the phone number you called to. As soon as the call is completed or finished, the user has the ability to use the Speech to Text (Windows) function or Dictation (MacOS) function and dictate into the memo field of the CRM contact, adding as much description as they require.

This functionality applies across every single Data Entry screen. For example, if the user is entering a Vendor Invoice (VI) and they want to add a memo within the Vendor Invoice (VI), the user can simply dictate the memo. Another example is if the user wants to add additional lines to the General Ledger account, within each General Ledger account when the user is completing data entry using a General Ledger, there’s always a unique memo field for each General Ledger account line, the user can utilise this feature to quickly add the information they need to add. Additionally, if you’ve got an interview with an employee and after the interview process is completed the user is able to make notes about the employee.

Speech to Text or Dictation is an extremely powerful tool and it’s something that we at SapphireOne as well as our clients utilise daily. It is a massive timesaver. 

You can review our Blog and YouTube channel for additional information and resources on SapphireOne ERP, CRM and Business Accounting software.enerate

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