Create New Order
Adding an order header
- Navigate to ‘Purchase Orders’
- Using the Actions ‘Add Purchase Order’
- Select an order prefix, the list of available prefixes can be added to, or amended by Navigating to ‘Purchase Order Prefixes’
- Search for an account (supplier) to raise the order against.
- A purchase order subject may be entered, if required, if the subject isn’t entered an automatically generate one is created. The subject may make it easier to identify the order when searching.
- Select the delivery date as the date required at your facility.
- If a reference is provided by the supplier, it can be entered into the Supplier Ref, also enter a contact, if known.
- Save the order header
Adding lines
- User the Line actions to add items to purchase.
- Select the product requiring purchasing.
- An information panel shows the quantity currently in stock, how many of these are available and if any are currently on order, and when they are due. If the product has price breaks, they will also be shown.
- If required modify the quantity and Unit of Measure (if alternatives are available).
- The price will default from the system and product setup but may be modified. If the price is modified the price must be locked, stopping the system recalculating the price, if it is amended.
- After entering the item details Save or Save & Continue to add additional items.
- Firm the purchase order using the function with the Action menu
- After adding all lines to the order, it can be Printed and/or emailed.
Existing Orders
- Navigate to the Purchase order Landing Page.
- Search for an existing order or select an order from the Landing Page.
- Firm order lines can be amended or cancelled.
- If the Purchase order is amended and requires up-issuing then, after any changes, select Firm, from the Action, the purchase order issue number will be incremented.
- When printing the purchase order, the issue is shown at the top of the document.