Purchase Orders

Articles

 Add a Purchase Order
See here for more on the process of adding a Purchase Order Track the ordering of product through the system at Inventory / Purchase Order . For regular purchases, this is an optional step. However, if prepaying a vendor for specific produ...
Purchase Order Posting Notes
Purchase Order Posting Notes Purchase Order – The Purchase Order is saved. Purchase Order Counter – If set to automatically number at Setup / Location / Preferences , the counter is incremented by one. Prepay Purchase Orders On...
Company-Wide Purchase Orders
Multi-locations working in a single database might benefit from the Company Wide Purchase Order option. Corresponding departments of inventory for the various locations must be linked with a common Category and the products must have matching Prod...
Purchase Add-On Method: Partially Prepaying a Vendor with a Rate of Percent
The Purchase Add-on Charge method may be used for handling partial vendor prepay. Note: This situation is designed for users who do not intend to pay the remainder of their vendor contracts until shipment is received. In this scenario, we will us...
Purchase Order Request
The  Purchase Order Request  feature is an approval process for the purchase of specific products. Approvers must first be setup. A Purchase Order Request can then be submitted. After the approver has reviewed and approved this request, th...
 Direct Ship Purchase Orders
Product purchased for a customer and delivered directly to the customer’s site may be entered as a Direct Ship Purchase Order. The vendor invoices the company and the company invoices the customer, but the product is never physically deli...
Mark Purchase Order Completed
The Purchase Order is updated as product is received and/or invoiced against the PO. Often, the exact amount received varies from the original order. Purchase Orders do not affect inventory, so inventory quantities are not an issue. To mark the Purc...
Voiding a Purchase Order
Sometimes it is necessary to void a Purchase Order. Purchase Orders may be voided regardless of the prepay status of the Purchase Orders. Voiding an Unpaid Purchase Order Voiding an unpaid Purchase Order marks the order as Void and C...
PO Types
PO Types User definable Purchase Order Types may be entered in this area. Once entered, they can be selected at the Purchase Order screen when adding or editing. Some common uses for Purchase Order Types might be to enter the shipping method, suc...
Purchase Add-On for Vendor Partial Prepay
The Purchase Add-on Charge method may be used for handling partial vendor prepay. This situation is designed for those who do not intend to pay the remainder of their vendor contracts until shipment is received. Setup Set up Purchase Add-On Charg...
Purchase Order Process
Purchase Orders are recommended when ordering products at a specific price. Navigate to Inventory / Purchase Orders .  On the Select a Purchase Order window, choose Add . Note: Create a new Purchase Order using information from an exi...
Direct Ship Purchase Order Process
For shipments direct from the vendor to the customer, Direct Ship Purchase Order automatically create a priced Delivery Ticket when imported into a Purchase Receipt. Navigate to Accounting / Inventory / Purchase Orders .  On the Select a P...