Processing a Purchase Order
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Revision as of 08:35, 19 September 2008 by Charles Allison (talk | contribs)
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- If a part number is incorrect e.g. it has been superseded, over type the item with the new code.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
