If your suppliers or customers use BUZ, connect with them directly.
You can then receive customers orders directly into your Sales and send suppliers orders directly. Handy stuff!
Connecting is simple, You will need your suppliers organisation key
Getting Connected
You must be a customer and have customer user access linked to your customer card in your suppliers version of BUZ.
*You wont actually be able to see this part but if you are talking to the business you are trying to connect to ensure that they have you listed as a Customer User
Step you need to take to get access to another BUZ business
Request your suppliers organisational key.
Once you have your suppliers organisation key you can start the setup
To navigate to the required area go to Settings → Inventory Settings → Groups
Select the inventory group you wish to connect (or create a new group)
At the bottom RHS of the page you can "connect to another buz"
Enter your organisation key
log in using your user name and password used to log into your buz -
Note The login used to access BUZ2BUZ must be the same as the login that the wholesaler/manufacture has in their system.
Click get inventory groups (Once selected this will download the list of inventory groups from your supplier)
Match your inventory group with your suppliers inventory group
Markup percentage is the percentage you want to increase your suppliers wholesale price buy (this will determine your RRP)
Select Inventory discount group
Select your tax rate (GST)
Note: Once connected your suppliers company name will appear next to their organisation key for future reference
Match up the correct Product (Inventory) Group
Click get inventory groups (Once selected this will download the list of inventory groups from the supplier/wholesaler)
Match your inventory group with your suppliers inventory group
Pricing Setup
Mark-up percentage is the percentage you want to increase your wholesale price (buy price) by (this will determine your RRP)
Select your Inventory discount group (This is your discount group)
Select your tax rate for your RRP
Status Setup
A status will need to be setup in either Job tracking "Ordered on Supplier" with the function of confirmed OR in Order status with a function of “Needs remote order Finalize”
Order status
Settings-> Sales settings-> Orders status
Create your status with a function of “Needs remote order Finalize”
Order status is used when you want to specify that the order has been sent to supplier and job tracking just gets set to commenced (or next status in the status sequence).
Job tracking status
Settings-> Workflow Timing & Tracking Settings-> Job Tracking Status
Create your status with a function of “Confirmed”
Job tracking status is used when you don’t want an order status and you don’t want the job tracking status to be commenced, in this case you create a new Job tracking status and your status might be “Ordered on supplier” for example.
Once the order has been sent to supplier the status will update to to what you have created eg:
How to send orders to suppliers once connected
Once a quote is accepted (and doesn't have a check measure attached) the system will prompt you to send the order to your supplier.
You have the ability to send this order direct to your supplier/wholesaler by clicking on the button. Once sent your job tracking status will update to “Ordered on Supplier”
Once sent the order will appear in your suppliers "Awaiting action" list ready for production and your job tracking status will update to "Sent to supplier"
Wholesalers receiving orders via BUZ2BUZ
B2B orders will appear in your "Awaiting action"
Within your list shown below, your reference will include your customers order number from their BUZ.
The status will be set to "won" and you will need to process the order (Options→ process)
Orders with both Internal and BUZ2BUZ products
The order sends only the required order lines to the supplier and the internal order lines will populate in job tracking with the default status Unstarted.
How to Disconnect
By Un-selecting "Connect to another BUZ" you are disconnecting your BUZ2BUZ setup.
Once disconnected you will no longer have access to pricing, group layouts and options.
If you edit an order once disconnected you will notice there will be no options the edit. (Be mindful of this when disconnecting)
