This function allows you to manage Open to Buy (OTB) plans, which are budgets for purchasing inventory. The steps are as follows.
- Navigate to Inventory > Inventory > Inquiry and then select the Open to Buy item. SapphireOne will display the Inventory Open to Buy screen with a list of any Open to Buy items in the data file. From this list the user has four options:
- New – To add a new Open to Buy item, click the blue + button on the main toolbar. Sapphire one will display the New Open to Buy screen ready for data entry.
- Modification – Select an existing Open to Buy item and then click on the blue Modification button on the main toolbar.
- Saving New & Modified items – When data entry is complete select the green tick button on the main toolbar to save the New or Modified Open to Buy item.
- Viewing – Select an Open to Buy item and click on the blue View button on the main toolbar.
- Delete – To delete an Open to Buy item, select it and then click on the red Delete button on the main toolbar. (Restrictions apply).
For detailed insights, please refer to our comprehensive article at Inventory > Inventory > Open to Buy.