w3. Tally PO Flashcards
(15 cards)
What is the primary purpose of Tally PO in waste management software?
To manage and track purchase order (PO) numbers, ensuring clients do not exceed authorised quantities or values for services such as skip hire.
Which type of client is most likely to use Tally PO?
Large construction firms or major industry players.
What happens if a client tries to book more skips than the PO allows?
The system prevents payment for the excess and may block further bookings under that PO.
What is the most common metric for Tally PO in skip management?
The number of skips or orders.
How does the system alert users that a PO is nearing its limit?
By providing a visual warning, such as a loading bar that turns red when a set threshold (e.g., 85%) is reached.
Can Tally PO be used to track monetary amounts as well as quantities?
Yes, it can be set for a total monetary value as well as a number of orders.
What action should be taken when the system warns that a PO is nearly exhausted?
Contact the client to arrange for a new PO number before the original limit is exceeded.
Where can you view the usage statistics for a Tally PO?
In both the summary screen and during the booking process.
Explain how setting a warning threshold benefits both the waste management provider and the client.
It ensures proactive management, preventing service interruptions and unauthorised over-ordering, and allows time to arrange new POs.
Describe the workflow for booking skips using Tally PO.
Enter the PO number, book skips against it, monitor the remaining quantity via the system, and arrange a new PO when nearing the limit.
What might happen operationally if the warning threshold is ignored?
The PO could be exceeded, resulting in unpaid or blocked orders, and potential disruption to the client’s project.
Why is Tally PO less common for tracking tonnage compared to the number of skips?
Because the number of skips is a clearer, more practical metric for both clients and providers in most waste management scenarios.
How does the system ensure that over-ordering does not occur?
By blocking further bookings once the PO limit is reached and providing clear warnings as the threshold approaches.
In what ways can Tally PO improve communication between the waste management provider and the client?
By providing timely notifications and usage statistics, prompting necessary discussions about new POs before service limits are reached.
Can Tally PO numbers be reused automatically for future orders?
The system can be set to copy the PO number for future related bookings, streamlining the process and reducing manual entry.
