Purchasing Quick Reference Guide
- Monica Chand (Deactivated)
- John Nairn (Unlicensed)
- Sharon Harden (Unlicensed)
From the navigation menu select 'Purchasing'. Then select 'Orders'. From the list view you need to know how to complete all the basic actions below. You should then learn how to complete all of the advanced processes. Star Rating
Select the 'Outstanding Purchase Orders' view from the pull down list above the purchase order list view to view only outstanding PO's. Then use the autofilter row and full text search to find the order. Enter the transaction number and search for the order you are receiving, select the order in the list. If a purchase order has been received you will not be able to cancel the order otherwise on the top panel click on Cancel Order Basic Purchasing Processes
How To Skill Video **** Entering and processing a manual purchase order Click on the new button, select a supplier, add lines and delivery address. **** Locating a purchase order **** Cancelling a purchase order **** Always scan all stock into the warehouse when receipting goods. You will save a lot of time by scanning box outer barcodes **** Receiving goods from a supplier which adds to the stock on hand for those products **** Processing the invoice from the supplier which adds the value to the supplier's open items **** Using an automated system to tell you what you need to order which you can then generate into purchase orders with a push of a button **** Creating a supplier credit request Returning goods to your supplier - the method of crediting products from an existing purchase receipt, printing a dispatch and emailing a credit request to your supplier, affecting stock on hand to make sure it is correct before credit is added to supplier open items, then processing actual credit from supplier to add credit to supplier open items. *** Where a supplier invoice and/or goods receipt has been processed incorrectly by staff and needs to be reversed and then correctly re receipted and invoiced. Creating a purchase order from a service order requires that you highlight the service order lines required then click the purchase button Advanced Purchasing Processes
Purchase Orders
Purchase Receipts
Purchase Invoices
Purchase Runs