How do I create a unit purchase order?
From Catalyst
Revision as of 11:31, 17 May 2021 by Katy Kitchen (talk | contribs) (Created page with "{{PreRelease}} {{Incomplete}} == Summary == Unit Purchase Orders may be created from the {{Tab|Purchase}} tab of a unit record or directly via Unit Purchase Order Processing....")
 |
This article or section applies to a Platinum feature currently being developed. Be aware: Content may change. |
 |
This article or section is under development. Be aware: Content will change as the document progresses. |
Summary
Unit Purchase Orders may be created from the [Purchase] tab of a unit record or directly via Unit Purchase Order Processing.
Please see How do I configure unit purchase order processing? to ensure your system is correctly configured to suit your business.
To create an order whilst raising a Unit Sales Order please see this article.
More Information
Orders may be created for both stock and non-stock units. Non-stock units will be assigned a stock number during the Unit Received process.
Via a Unit Record
- Create a unit record following these instructions: Creating a new unit or Creating a used unit.
- When on the [Purchase] tab make sure the "Supplier" has been specified and a nett "Purchase Price" has been entered, if known.
- Click into the "Purchase Order" field.
- Press <F4>.
- "Order to use" will default to creating a 'New' order.
- You may choose to add the unit to an 'Open'order i.e. one not yet printed/received
- Alternatively click 'Choose' to select from orders already in progress for the specified supplier.
Please ensure you do not add a unit to an order which has already been submitted to a supplier to avoid overlooking an item to be ordered.
- Enter the "Supplier order" number if known. You may add this to the order at a later stage.
- You may enter a "Reference" for the unit being ordered e.g. a customer name, stock order or salesperson name. The reference will print on the goods received note when booking the unit into stock and can be used in the order search to track order items.
- The "Cost" will use the value entered into the "Purchase amount" field.
- You may specify a "Due Date" which will be noted on the order.
- Click [Order] and [OK] to create the order.
- If configured to do so, your system will print a purchase order. Please note this may differ from the layout used by Unit Purchase Order Processing but please note this may differ from a
 | The order form produced from within the unit is a standard issued report. Customisation of this form may be chargeable. Please Contact your Platinum dealer or our support team on 0116 230 1500 or by using our website support contact page for advice. |
