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New Purchase Order

Can you enter a Purchase Order?

• From the Main Menu select the Purchases Module and then the Purchase Order button.
• Enter the Supplier Name whom the goods are to be ordered from.
• Enter the Order Date
• The Purchase Order Number auto loads the next sequential number
• Tick Ship to Customer or double click into the Ship To field to open the Shipping Address List 
• Select an existing Shipping Address from the list or select the New button to create one.
• Enter an ETA date and Employee if different from the default.
• Select the account Terms from the drop down
• Select a shipping company from the Via drop down
• In the Main Grid select the Product Name
• Enter the quantity Ordered - the system automatically puts the order into BO - Back Order
• You can Email or Fax at this stage to place the order with the Supplier
• Enter the Department and Customer/Job if required
• Enter Comments by double clicking into field
• To add an Attachment to the Purchase Order Minimise ERP and select a file to attatch.
• Click and Drag the selected document over the ERP Icon and then Drop the attachment into the white Comments field and this will save the attachment into the Attachments field.
• Enter any Warehouse Notes - Cust PO Number - Consignment Notes
• Select Save
• To view the Purchase Order you will locate it in the Purchase Order List then select the BO LIst button at the bottom of the Screen
  

When the goods are received open up the Purchase Order from the Back Order List - Enter the Quantity that has been received  the balance of which will stay on Back Order if the whole shipment has not been received.

Now when you go into this Purchase Order you will note in red that it says Product Receipt Only - this means the goods have been received but the Invoice has not.

When the Invoice has been received, go to the Purchase Order and then enter in the Supplier Invoice # and Invoice Date now the purhcase order is complete the order will now load to Accounts Payable awaiting payment