Difference between revisions of "Creating a purchase order"
From Catalyst
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== Printing the Purchase Order == | == Printing the Purchase Order == | ||
| − | Go to | + | Go to {{Menu|Purchase Ordering|Add or Edit Purchase Orders}}. |
* Enter the supplier account code, or [[How do I Find a Customer?|search]] for the supplier. | * Enter the supplier account code, or [[How do I Find a Customer?|search]] for the supplier. | ||
* Select the order to process. | * Select the order to process. | ||
* Press {{KeyPress|F2}} to process the order. | * Press {{KeyPress|F2}} to process the order. | ||
| − | * Press {{KeyPress| | + | * Press {{KeyPress|A}} to tag all the items in the list. |
* Press {{KeyPress|F5}} to print the order. | * Press {{KeyPress|F5}} to print the order. | ||
== Receiving the Purchase Order == | == Receiving the Purchase Order == | ||
| − | + | Go to {{Menu|Purchase Ordering|Add or Edit Purchase Orders}}. | |
* Enter the supplier account code, or [[How do I Find a Customer?|search]] for the supplier. | * Enter the supplier account code, or [[How do I Find a Customer?|search]] for the supplier. | ||
* Select the order to process. | * Select the order to process. | ||
* Press {{KeyPress|F2}} to process the order. | * Press {{KeyPress|F2}} to process the order. | ||
| − | * Press {{KeyPress|T}} to tag | + | * Press {{KeyPress|T}} to tag the items received in the list. |
* Press {{KeyPress|F6}} to receive the lines on the order. | * Press {{KeyPress|F6}} to receive the lines on the order. | ||
* Press {{KeyPress|Enter}} on the "Tagged Items Found" window. | * Press {{KeyPress|Enter}} on the "Tagged Items Found" window. | ||
| − | * Press the {{Button|Receive}} button and enter the supplier Delivery Note or Invoice number, if there is no Delivery Note. | + | * Press the {{Button|Receive}} button and enter the supplier {{DataValue|Delivery Note}} or {{DataValue|Invoice number}}, if there is no Delivery Note. |
| − | + | {{Note|title=Note |text=If you have only received part of what you ordered of an item, you deal with this in the following manner: | |
* Split the order line by moving the cursor onto the line in question, and pressing {{KeyPress|S-F7}}. | * Split the order line by moving the cursor onto the line in question, and pressing {{KeyPress|S-F7}}. | ||
| − | * Enter the amount that you are receiving into stock. Press {{KeyPress|ESC}} and | + | * Enter the amount that you are receiving into stock. Press {{KeyPress|ESC}} and {{KeyPress|Accept}}. |
* The system creates two lines on the Purchase Order for the same Stock Code. | * The system creates two lines on the Purchase Order for the same Stock Code. | ||
| − | * Tag the line with quantity you want to receive as above. | + | * Tag the line with quantity you want to receive as above.}} |
| + | |||
* The system will print a Goods Received Note, which should be stapled to the supplier paperwork from which you have booked in the goods. This should then go to the accounts department. | * The system will print a Goods Received Note, which should be stapled to the supplier paperwork from which you have booked in the goods. This should then go to the accounts department. | ||
Revision as of 11:00, 1 November 2010
Contents
Summary
This article explains how to create a purchase order.
More Information
When you want to order stock, you must create a purchase order for it. This will allow you to enter an entire order, track any back orders with your supplier and gives much better control for the accounts department.
There are a number of methods by which a purchase order can be created.
Creating a Manual Purchase Order
Go to " Purchase Ordering Add or Edit Purchase Orders".
- Enter the supplier account code, or search for the supplier.
 | If there are no orders outstanding for this supplier you will be taken to the "Order No." field. However if you already have purchase orders for this supplier, press <F6> to create a new order. |
- Press <Enter> on the "Order No." and the system will assign a unique order number automatically.
- Enter a supplier order number if applicable.
- Enter the name and address to which to deliver the goods, if different to your company address. Press <F3> if you wish to save the address.
- Press <Enter> until you reach the bottom part of the screen where your cursor will be under the "Stock Code" column.
- Enter the code of the first item to order. If you need to find an item there are various search facilities available from this field.
- If the item you enter is in the Shadow File, the “Stock Shadow Maintenance” box will appear. Press <Shift+F5> to copy the item to your main stock file. Edit the details as usual i.e. enter the 'Stock Group', check the 'Vat Rate' and set the 'Cost Centre' then choose [Done] and [Accept] to return to the order.
| Note: You can create a supplier record for your stock code from here by pressing <Alt+F10>. You can enter all the usual supplier details including the 'Supplier's Stock Code', 'Priority' and 'Price'. Remember that the system will automatically create a supplier record against your stock item when you receive the item into stock, but it will not add the supplier's stock code for you.
|
- The description will be filled in when the stock code is chosen. To enter a non-stock item on the order e.g. 'Carriage', you can leave "Stock Code" blank and simply enter a description.
- The unit cost to you will be displayed. This is the most recent price you paid for the item or the manufacturer's usual cost price. If you haven’t bought this item before, the cost may be blank. Make sure you enter the price. When you book the stock in, you will have the opportunity to check the price again and alter it if necessary.
- Enter the quantity to purchase. If this is below the supplier's Pack Quantity, you will be prompted to increase your order level.
- To save the Purchase Order, press <Esc> when you have entered all items on the order.
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Printing the Purchase Order
Go to " Purchase Ordering Add or Edit Purchase Orders".
- Enter the supplier account code, or search for the supplier.
- Select the order to process.
- Press <F2> to process the order.
- Press <A> to tag all the items in the list.
- Press <F5> to print the order.
Receiving the Purchase Order
Go to " Purchase Ordering Add or Edit Purchase Orders".
- Enter the supplier account code, or search for the supplier.
- Select the order to process.
- Press <F2> to process the order.
- Press <T> to tag the items received in the list.
- Press <F6> to receive the lines on the order.
- Press <Enter> on the "Tagged Items Found" window.
- Press the [Receive] button and enter the supplier 'Delivery Note' or 'Invoice number', if there is no Delivery Note.
| Note: If you have only received part of what you ordered of an item, you deal with this in the following manner:
|
- The system will print a Goods Received Note, which should be stapled to the supplier paperwork from which you have booked in the goods. This should then go to the accounts department.
See Also
