If a Purchase Order has been started and you wish to keep it pending, either
exit the form using the Exit Button, or click on the 'P/O List' Tab, Select another existing
P/O line or click the 'New P/O' button to start a new Purchase Order
for other items.
- Multiple Purchase Orders can be kept open before they are ordered.
- To Find a Purchase Order (if there is more than one pending), click on the 'P/O
List' Tab Option at the top of the 'Purchase Orders' form.
- This then displays a list of all of the Purchase Orders on file.
- Click or press enter on the Purchase Order that you wish to work on.
- You can change anything you like on a Purchase Order except for the Purchase
Order number, before it is ordered.
The entire purchase Order can also be deleted by clicking on the 'Delete' button
at the bottom of the 'Purchase Order Details' Tab.
- To Print/Fax the Order, prior to declaring it 'Ordered' click on the green 'Print
P/O' button on the P/O Functions Tab option.
- To print the file, click on the left printer icon at the top of the printout.
- This displays a requester from which you can choose the destination printer
for the Purchase Order.
- The printer can be the local printer, a network printer or a fax/file system.
Emailing a Purchase Order...
- If you wish to email the completed P/O directly to the Vendor, check
the 'Email'
option next to the Print P/O button, before clicking on the button.
- Fill in the Email SMTP Server configuration and details required to send the email.
- Click the Email Send - Send P/O Email button
- The progress of the email will be shown if the 'Show Email Server Results' option
is clicked.
- To complete the Purchase Order and tell the system that the Purchase
Order has been sent, awaiting Receiving, click on the 'Receive PO' button at the top of
the screen, then 'Yes' to confirm when prompted.
- If you want to bypass the Receivings process and update your Stock directly from
the Purchase Order, check the 'Quick Receive' option and enter the Invoice Number
directly into the Purchase Order before clicking on 'Receive P/O'.
- Once ordered, the Purchase order will no longer be found as a Purchase Order.
- It will be available to reprint, receive, re-open or edit from the Vendors - Receivings menu option.
- Customers who are configured to use a Web site to send orders to Vendors
will see the Order process to the Web Site start here.
- The P/O can be reprinted or re-opened from Vendors/Receivings as described in
the next chapter.
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