Difference between revisions of "Processing a Purchase Order"
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| − | + | == Summary == | |
| − | == | + | This article explains how to receive an order into stock. |
| − | Go to "Purchase Ordering" -> " | + | |
| − | * At {{DataPrompt|Supplier:}} type in the | + | == More Information == |
| − | * | + | Go to "Purchase Ordering" -> "Process Orders". |
| − | *Press {{KeyPress|F7}} Order Items | + | * At {{DataPrompt|Supplier:}} type in the supplier's account code if known, or [[How do I find a supplier?|search]] for a supplier. |
| − | * | + | * Move the cursor to point at the order to process. |
| − | *If a part number is incorrect e.g. it has been superseded, over type the item with the new code. If the new code doesn’t exist, press {{KeyPress|Shift+F10}} and create it by filling in the description, prices, group, vat rate, cost centre and, if this is a Supersession, fill in the previous Supersession part number field with the old part number. Choose | + | * Press {{KeyPress|F7}} Order Items. |
| − | {{Button|Done}} and {{Button|Accept}} the item to return to your order. | + | * Tag each item that you have received by pressing {{KeyPress|T}} against it. Make sure you check the price, quantity and part number are correct. |
| − | *If a price is incorrect, | + | ** If a part number is incorrect e.g. it has been superseded, over type the item with the new code. If the new code doesn’t exist, press {{KeyPress|Shift+F10}} and create it by filling in the description, prices, group, vat rate, cost centre and, if this is a Supersession, fill in the previous Supersession part number field with the old part number. Choose {{Button|Done}} and {{Button|Accept}} the item to return to your order. |
| − | *If you have only been sent part of | + | * If a price is incorrect, move to the price and correct it. |
| − | **If the supplier is not going to send any more, arrow key across to the quantity field and over type it with the quantity you have been sent. | + | * If you have only been sent part of what you ordered, you have 2 options: |
| − | **If the remaining quantity is on backorder with the supplier, press {{KeyPress|Shift+F7}} whilst the | + | ** If the supplier is not going to send any more, arrow key across to the quantity field and over type it with the quantity you have been sent. |
| − | Enter the quantity which you have been sent and | + | ** If the remaining quantity is on backorder with the supplier, press {{KeyPress|Shift+F7}} whilst the cursor is pointing at the item. |
| − | quantity at the bottom of the order for now. You can receive this at a later date when it arrives. | + | Enter the quantity which you have been sent and press {{KeyPress|Enter}} twice. This will split the order leaving the remaining quantity at the bottom of the order for now. You can receive this at a later date when it arrives. |
| − | *Once you have tagged all the items which you have received, press {{KeyPress|F6}} | + | * Once you have tagged all the items which you have received, press {{KeyPress|F6}}. |
| − | **Choose | + | ** Choose {{DataPrompt|Tagged}} items by pressing {{KeyPress|Enter}}. |
| − | **Confirm you wish to | + | ** Confirm you wish to receive the order by pressing {{KeyPress|Enter}}. |
| − | **If prompted, enter the delivery note number | + | ** If prompted, enter the delivery note or invoice number in the {{DataPrompt|Notes}} box and press {{KeyPress|Enter}}. |
| − | **Your Goods Received Note & Labels will now be printed. | + | ** Your Goods Received Note & Labels will now be printed. Attach the goods received note to the supplier's paperwork and pass this to accounts. |
== See also == | == See also == | ||
Revision as of 08:35, 19 September 2008
Summary
This article explains how to receive an order into stock.
More Information
Go to "Purchase Ordering" -> "Process Orders".
- At "Supplier:" type in the supplier's account code if known, or search for a supplier.
- Move the cursor to point at the order to process.
- Press <F7> Order Items.
- Tag each item that you have received by pressing <T> against it. Make sure you check the price, quantity and part number are correct.
- If a part number is incorrect e.g. it has been superseded, over type the item with the new code. If the new code doesn’t exist, press <Shift+F10> and create it by filling in the description, prices, group, vat rate, cost centre and, if this is a Supersession, fill in the previous Supersession part number field with the old part number. Choose [Done] and [Accept] the item to return to your order.
- If a price is incorrect, move to the price and correct it.
- If you have only been sent part of what you ordered, you have 2 options:
- If the supplier is not going to send any more, arrow key across to the quantity field and over type it with the quantity you have been sent.
- If the remaining quantity is on backorder with the supplier, press <Shift+F7> whilst the cursor is pointing at the item.
Enter the quantity which you have been sent and press <Enter> twice. This will split the order leaving the remaining quantity at the bottom of the order for now. You can receive this at a later date when it arrives.
- Once you have tagged all the items which you have received, press <F6>.
- Choose "Tagged" items by pressing <Enter>.
- Confirm you wish to receive the order by pressing <Enter>.
- If prompted, enter the delivery note or invoice number in the "Notes" box and press <Enter>.
- Your Goods Received Note & Labels will now be printed. Attach the goods received note to the supplier's paperwork and pass this to accounts.
See also
