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.

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Preview:

PO1.gif

 

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

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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.

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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.

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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.

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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.

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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.

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

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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.

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Preview:

PO2.gif

 

Related:

Purchase Order Guide

 

Article written with AmberPOS version 4.14.05.05

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