Purchasing Training Guide

Assumed Knowledge

Before you attempt the purchasing training guide, you must complete:

The skills covered by the training guide segments listed above are taken as assumed knowledge. Do not proceed with this segment of the training guide until you have reviewed the training guide segments listed above and successfully completed the skills test at the end of those earlier training guide segments. You can't successfully complete this segment of the training guide without the skills covered in those earlier segments. There are no effective short-cuts! Don't sell yourself short by skipping those essential skills.

Purchasing Overview

Purchasing

Purchasing And Cards Video Training

Watch those training videos on Purchasing:

(Before using any videos, don't get stuck with viewing a tiny image, see How To Play Videos )

Purchasing Training Options

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.

Basic Purchasing Processes

Star Rating	How To	Skill
****	Entering and processing a manual purchase order	Click on the new button, select a supplier, add lines and delivery address.
****	Locating a purchase order	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.
****	Cancelling a purchase 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
****	Scan checking purchase receipts	Always scan all stock into the warehouse when receipting goods. You will save a lot of time by scanning box outer barcodes
****	Receipting ordered goods using a purchase receipt	Receiving goods from a supplier which adds to the stock on hand for those products
****	Manually invoicing one or more finalized purchase receipt	Processing the invoice from the supplier which adds the value to the supplier's open items
****	Generating purchase orders using a purchase run	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.
***	Reversing a posted purchase receipt Reversing a receipt when qty on hand is insufficient	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