7. New Purchase OrderEnglishالعربيةfrançaisTagalogहिन्दी

New Purchase Order

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. Browse it from the list if supplier already exists in the supplier list. Create New if the supplier is not in the list and you want to create a new. Or simply start typing supplier name and hit Enter, if the supplier is in the list his/her name will appear.
• 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 Terms from the drop down.
• Select a shipping company from the Via drop down.
• In the Main Grid select the Product Name . You can simply start typing the product name and hit Enter, or browse the list from the drop down to open product list and select the product. From here you can Create New product as well which will open the Product Card.
• 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 clicking into the comments field.
• To add an Attachment to the Purchase Order Minimise ERP select a file to attach. Drag and drop in the attachment field.
• Enter any Warehouse Notes - Cust PO Number - Consignment Notes.
• Click 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. Or in the Purchases Module click BackOrders and select Purchase BO Express.

When the goods are received, open 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, open the Purchase Order and enter in the Supplier Invoice # and Invoice Date now the purchase order is complete. Once you enter Supplier Invoice # you will notice the Purchase Order in red will say Invoice Received. The order will now load to Accounts Payable awaiting payment.