Creating Purchase Orders

 

Creating a New Purchase Order

 

The first step in creating a new purchase order is to first open up the purchase order window. From here you will have to enter a name for your new order in the New Order Name field. You can manually type in an order name, or use the auto_insert_name_button.png button to automatically insert a name based upon the naming rules you have previously setup (see: Naming Patterns). Once you have entered a suitable name, press create_new_order_button.png to create your new purchase order.

Creating_Purchase_Orders.JPG

 

 

You will now be brought to the PO Details screen. This is where you will enter the details of your new purchase order.

Creating_Purchase_Orders_2.JPG

 

First enter in your vendor name and contact using the Vendor Info box. The _._.png button next to each field will bring up a list of your current vendors and contacts.

creating_purchase_orders_3.JPG

 

 

The next step is to use the Dates section to specify the dates for shipping, order cancellation, and distribution. Use the check-boxes next to each applicable date to select them and enter the info.

creating_purchase_orders_4.JPG

 

 

Any special conditions can be entered in the Terms and Conditions section. The Return Policy and Quantity Restriction fields will be automatically filled in from your vendor's info settings.

creating_purchase_orders_5.JPG

 

 

Use the bottom section to enter the shipping and billing addresses for your order. To quickly fill in the fields, press select_store_button.png under each section to bring up a list of your stores currently set, and automatically add their info.

Creating_Purchase_Orders_6.JPG

If you need to ship your order to a customer instead of one of your stores, use the customer_button.png button to bring up your customer list and select the one you wish.

 

 

You can include a memo by using the Memo field. The memo will be included on the printed copy of the purchase order.

Creating_Purchase_Orders_7.JPG

 

Once you have entered all the information for your order, save it by pressing  save_details_button.png.

Creating_Purchase_Orders_8.jpg

 

You can now use close_PO_button.png to close the order, or use the order_and_receive_tab.png tab to proceed and add items to your purchase order.

Creating_Purchase_Orders_9.jpg

 

 

Related:

Purchase Order Guide

 

Article written with AmberPOS version 4.14.05.05

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk