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Purchasing
107
The Purchase Orders screen displays orders in a list showing summary info including order date,
requested receipt date, vendor, purchase order number, amount, and order status (on order, completed,
or cancelled).
Purchase orders may be entered as "Quotes" (Purchasing - Purchase Quote) if you are not yet ready to
order. Then when ready to order, you can convert the order to "On Order". Or purchase orders may be
entered directly as "On Order".
Purchase orders have the vendor’s item no. and description, and may be a different unit of measure from
your item. The vendor item table stores your item number and description for each vendor item, and the
quantity per vendor’s item. example 12 if the vendor sells the item by the case of 12. You can specify
alternate vendors and/or sizes for purchasing each of your items, view unit costs converted to your
currency and unit of measure, and indicate your preference.
Purchase orders may be faxed (via your faxing software) or printed for sending to the vendor.
Receipts are entered against the previously entered purchase orders.
When a purchase order has been fully received, the order status is automatically changed to “completed
”. You can also change the status yourself if there are to be no more receipts. Also you can mark
specific items on the order as completed if no more is to be received.
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