Order Card

Order Card

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The purchase order screen is used to build, order and then check in delivered goods, the top part of the purchase order screen is made up of the basic details attached to the purchase order, the field are as follows: supplier – this should be selected from the dropdown menu that appears when you press the arrow next to the field titled supplier. This will then automatically fill in the fields; name – supplier contact name, from supplier file; address - supplier address, from supplier file; order type - from supplier file; invoice address – from options menu; ship to address – from options menu; in addition there are two more fields in the top half of the screen that can be filled out: p/o reference and date. Below the basic purchase order details is the list of products which need to be ordered, if you wish to add new products or delete products use the buttons 'Add new' and 'Remove'.

How to create a new purchase order

A purchase order can be created by first selecting the supplier you wish t make the purchase order for, this will then automatically populate the order list below to show all the products the system thinks you need to reorder, you use this list as it is or manually amend it, changing quantity by clicking with your left mouse button on the quantity column for the appropriate column, and typing in the quantity you wish to order. Once you are happy with the purchase order you can press the save button to save the order without actually ordering it, or you could order the goods immediately by pressing the order button, the purchase order screen will then close and the purchase order will be listed in the main ordering screen.

Once an order has been placed and is delivered you should return to the ordering screen, you should then find the appropriate purchase order from the list and enter into it by double clicking on the file. The button which previously said order will now say confirm. To check in a purchase order you should first fill in any outstanding details on the screen, then confirm the actual amount received with the amount ordered (and amend as necessary), then press the confirm button. This will close the screen and update the products stock levels and cost prices.