Reports for Bulk Order Management

The reports available in the Bulk Coop section are ideal for enterprises on the OFN platform, such as buying groups, who use the Group Buy feature.

There are four reports in this section are:

Use

Supplier Report

List products by supplier.

A good place to look to see if

enough of a product has been

ordered to justify the supplier's bulk size.

Allocation

Lists products by customer.

A good place to look to

ensure you over / under

allocate bulk buy items to

customers evenly (ie. one

person is not short on all

items in their order)

Packing Sheet

Re-packing products delivered a supplier in bulk for customer

collection

Customer totals

Documents refunds to/extra

payment required by customer

after adjusting stock levels

to make up a bulk order

Data

The data in each report is as follows:

Supplier Report

Allocation

Packing

Customer

Totals

Customer

N

Y

Y

Y

Supplier

Y

N

N

N

Product name

Y

Y

Y

N

Variant details

Y

Y

Y

N

Bulk unit

Y

Y

N

N

Quantity Purchased

Y

Y

Y

N

Units required

Y

Y

N

N

Unallocated

Y

Y

N

N

Max excess quantity

Y

Y

N

N

Date of order

N

N

N

Y

Amount paid, owing

& total cost

N

N

N

Y

Products stocked by a hub which do not have bulk buy enabled will display with Bulk Unit = 0

Bulk Coop Supplier Report
Bulk Coop Allocation
Bulk Coop Packing
Bulk Coop Customer Totals

Example: Bulk Co-op Suppliers Report

This report will show the following information:

  • Did customers order enough of a product to justify ordering the bulk size from the supplier?

  • How much extra product are customers willing to purchase to help the group reach the bulk size threshold (if Group Buy is enabled)

  • How many bulk sizes are required to meet customer demand?

  • If the bulk size is ordered, how much stock will be left over.

  • How many customers will be disappointed if this product isn’t ordered?

See the example below for an illustration of how the Bulk Co-op Totals by Supplier report can be used:

Example 1: Where the bulk ordering quantity has been reached:

Radishes

Example 2: where the bulk order quantity has not been reached:

Bok Choy
  • Note the ‘Bulk Co-op Allocations’ report is similar in function to this report, but shows each customer’s order individually, rather than the cumulative total across all customers.