Adding a Purchase Order
Overview
A Purchase Order is a document that requests products or services from a supplier. It can be raised in the WBS system from any location and e-mailed directly to the supplier. Once a Purchase Order has been raised the Projected Stock of those products is immediately increased indicating that there are products due to be delivered so it is important to enter planned delivery date on the order.
Process
1. Menu Screen: PURCHASES -PURCHASE ORDER
A Purchase Order is a document that requests products or services from a supplier. It can be raised in the WBS system from any location and e-mailed directly to the supplier. Once a Purchase Order has been raised the Projected Stock of those products is immediately increased indicating that there are products due to be delivered so it is important to enter planned delivery date on the order.
Process
1. Menu Screen: PURCHASES -PURCHASE ORDER
2. Here you will see the “Purchase Order List” screen .
3. Now you can either press “Add New” to create a new Purchase Order or press “Edit” to modify an existing one. Both of the screens have the same layout.
4. Press “Add New” to create a new Purchase Order and this screen will appear.
5. Now to enter the information on the Purchase Order screen.
5.1 Select Supplier Code or Supplier Name and press “Enter”.
5.2 Notice all other information is automatically populated. This information is automatically copied from the supplier such as tax code and currency, so it is important that supplier information is correct.
5.3 Add additional information as required .
6. Now to enter information on the Purchase Order Items screen.
6.1 Select Product Code or Description and enter the Quantity ordered and the Unit Cost agreed with the supplier.
6.2 If you want to enter a special non stock item then just enter the text in the Misc Items column.
6.3 Press “Update” when complete.
7. Now press “Print” on PO Report as required. This report will appear.
5.1 Select Supplier Code or Supplier Name and press “Enter”.
5.2 Notice all other information is automatically populated. This information is automatically copied from the supplier such as tax code and currency, so it is important that supplier information is correct.
5.3 Add additional information as required .
6. Now to enter information on the Purchase Order Items screen.
6.1 Select Product Code or Description and enter the Quantity ordered and the Unit Cost agreed with the supplier.
6.2 If you want to enter a special non stock item then just enter the text in the Misc Items column.
6.3 Press “Update” when complete.
7. Now press “Print” on PO Report as required. This report will appear.
8. Now press “E-mail” at the top of the Purchase Order to send to the supplier .This screen will appear and enter the information then press “Send Email”.
