Purchase Orders

You can either manually create purchase orders, or generate them from a sale order. Both of these processes are outlined here.

Generating Purchase Orders from Sales

Follow these steps to create a purchase order based on a sale order you have already enetered into the system.

1. After you have clicked on the "Save and Purchase" button on the sale order screen
2. Whilst STILL IN THE "Sale Order" tab
3. Click on tab "Purchases" (next lot of tabs below)
4. Select that purchase order
5. Click on "Show Transaction" to show existing lines on that purchase order for reviewing purposes.
6. Click on "Show In Report" (up the very top)
7. Click on Purchase Order (Head Office Sale) if you are purchasing for an Office National/Office Products Depot/One Net store.
8. The purchase order previews to screen allowing you to email or email and print this purchase order off.
9. If you are emailing this, click on the Email button (the envelope symbol)
10. Click on "Send" and close off the preview.

Manually Creating Purchase Orders through Purchasing

Follow these steps to create a purchase order from scratch.

1. Double Click on "Purchasing" in the Navigation panel
2. Click on "Orders"
3. Click on "New"
4. Select your Supplier using the Supplier drop down list
5. Start keying in your "products" and their "quantities"
6. Down the bottom you will see the data associated with that product.
7. Once you have finished keying in the products for this purchase order click on "Save & Close".

Manually Creating Purchase Orders through Purchasing

Click on "Relationships"

Click on "Cards"