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Produce Purchase Order

The creation of purchase orders – these allow businesses to monitor the value of outstanding orders (commitments/liabilities) with their suppliers.

Go to Supplier > Produce Order

Opens the Select Supplier form – see Edit Supplier to view form.

Select the supplier from the dropdown box or the cloud link list.

The Create Supplier Purchase Order form appears –

Purchase Order Header Page

Produce Purchase Order

This form is completed in the same way as quotes – just date and references to be entered – see Datepicker.

Purchase Order Details Page

Produce Purchase Order

This form is completed in the same way as Quotes and Sales Orders.

1. Select stock item by clicking on the binoculars symbol which will then populate the Description/Analysis box OR
2. Enter details in the Description/Analysis box. Important Note: You can enter as much text as you wish in this box even after the stock description selected – this text will automatically wrap round on the order. To create spaces between paragraphs simply start a new line, add text into the box but don’t add anything else.
3. Enter Quantity and Unit cost – or overwrite or accept stock/service price.
4. Click on Add Line to add details to the grid – above, one has been added and one is ready to be added.
5. To edit a line click on that line’s Edit caption – the line will display editing line and put the details in the top section – edit the top section and click on Save.
6. To delete a line click on the Delete caption – you will be asked to verify before the line is deleted.

Click on the Additional Text tab to add notes or further details to the order – add notes and a narrative. This Additional Notes information appears in the footer of the order.

Additional Text Page

Produce Purchase Order

Preview Button – Gives a preview of the order for you to check before saving.
Suspend Button – Allows you to save and come back to later – go to Supplier Overview > Orders and Select Order then click Resume editing to continue.
Save Button – Saves the order so that further information can be added later – can only be used once. The order can be found in the Pending section.
Submit Button – Saves to the orders records.
When complete the final document is available to send by Email or print as a .pdf – this can be attached to an email or sent in post
On the final page there are Select activity options for further action. These can be done immediately or later.

Produce Purchase Order

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