...
| Image | Fields | Description |
|---|---|---|
 | Merge | This merges 2 Purchases orders together, this allows the customer to have one invoice. You need to select 2 purchase orders with the same suppliers for this to work. |
 | Dispatch | Used to dispatch supplier credit requests. Send the goods to the supplier, affecting stock on hand but not yet the value of the supplier open items. |
 | Receive | Receive the purchase order, or receive and invoice the purchase order using the Receive button |
 | Complete | Complete (receive and invoice) this purchase order in full. |
 | Cancel Order | Purchase orders cannot be cancelled if it has been received. Use this method if you know the transaction number of the purchase order. If you have received some but not all of the goods on a purchase order, you will not be able to delete it. However, you are able to cancel it. This will have no effect on the goods you have already received, but will ignore the remainder of the purchase order. If the goods later arrive, you will need to create a new purchase order for those items. |
| Re-open | Allows you to set the status of a purchase order back to open from "Inprogress" |
Fields
| Field | Description |
|---|---|
| Type | This is the transaction type for this purchase order |
| Number | The unique Readysell generated number for the Purchase Order |
| Status | The status of the purchase order (Open / Cancelled / In Progress / etc) which can have optional colour coding of the status property on all transactions |
| Date | This is the date and time the purchase order is created |
| Supplier | This is the supplier for this purchase order |
| Site | The site at which the purchase order is for |
| Value Inc Tax | The total value inc tax ordered for the purchase order. This value is automatically calculated. |
| Tax Value | This shows the total tax applied to the purchase order. This value is automatically calculated. |
| Date Due | Date Due is a date that the stock is expected to be received in by. It is calculated based on the Lead Time field on the Supplier card and the date of the purchase order. |
| Confirmed | Confirmed flag should be ticked if true; Leave blank if False This is mainly used for stores that ring the suppliers to confirm they received it, once they say they have received it or receive an email saying they received it they then click that box |
| Printed | Is automatically flagged once you print the purchase order. This flag is greyed out and is system updated only. |
| Emailed | Is automatically flagged once you email the purchase order. This flag is greyed out and is system updated only. |
| Set Manually | Is a flag that indicated that the purchase order has been sent to the supplier manually. Flagging this will change the status of the purchase order "InProgress" |
Lines Tab
| Field | Description |
|---|---|
| Product | This is the product ID/product code for the line of the purchase order |
| Name | The name of the product |
| Qty | This field shows the quantity ordered for this line based on the Unit |
| On Order | This field shows the total quantity on order for this product |
| Unit | This the is unit with which you ordinarily purchase your stock from this supplier |
| Unit Quantity On Hand | Based on the supplier unit quantity, this is your stock on hand quantity |
| Price Ex | This field shows the unit price excluding tax for this line |
| Price Inc | This field shows the unit price including tax for this line |
| Discount Percent | This is the discount (if applicable) that applies to this line of the purchase order |
| Value Ex | This is the total value ex tax ordered for this line |
| Tax | This shows the tax value applied to the product. This value is automatically calculated |
| Value Inc | This is the total Value Inc tax ordered for this line |
| Notes | Relates back to the Line Notes tab below the purchase order lines. If there is a note on this tab attached to this product, the notes box on that line will be showing as flagged |
| Date Due | Date due is the date this product is due to come into your site. |
| Return Reason | The reason for the return of this stock if you are processing a supplier credit request. This is from the system reference file and if none are set up, they will need to be. |
| Expected Supplier Product ID | This field shows the expected supplier product ID code for the product |
...
| Field | Reference |
|---|---|
| Charge To | The charge to that comes from the supplier card |
| Period | The period in YYYYMM format that this purchase order/supplier credit request falls into |
| Sale Order | The relevant sales order this purchase order is created from |
| Sup Order Ref | The order reference to go to the supplier |
| Department | The department the purchase order is for |
| Freight | |
| Ex Works Date | The date it is due to leave the supplier before getting freighted to you |
| Incoterm Rule | |
| Transport Mode | How the goods are getting to you |
| Container Load | Full container or less |
...
| Field | Description |
|---|---|
| Date | The date of the purchase receipt |
| Value Ex Tax Received | The total value ex tax of the purchase receipt |
| Value Inc Tax Received | The total value inc tax of the purchase receipt |
| Transaction Number | The purchase receipt number generated by Readysell (purchase receipt represents the stock on hand received going to quantity on hand in the product file) |
| Status | The status of the purchase receipt (open/in progress/posting/posted/etc) |
| Purchase Invoice | Purchase invoice number generated by Readysell (purchase invoice represents the dollar value going to the supplier open items) |
| Purchase Invoice Status | The status of the purchase invoice (open/in progress/posting/posted/etc) |
...