Main Purchase Order Screen


New When you want to create a new Purchase Order
Save Save your changes on this screen
Find Helps you find any Purchase Order or Receiving 
Models Allows you to view all the model numbers that are on this Purchase Order or Receiving
Cmnt Tracks all your changes and edits and on the Purchase Order
Sumry Deals with the money totals of a Purchase Order. Includes the discounts and freight charges plus.
Vendor Will drill down to the Vendor Setup Card then you can drill down to the Vendor Statement
Print Prints the Purchase Order to a Printer
Scan Capture or View Document Images
Cnvrt When you have Completed the Purchase Order and have placed your order with your Vendor then you need to Convert the Purchase Order to a Receiving. See Why Purchase Order to Receiving.

General Section

PO or Receiving or Invoice This is the Type of the Document and it Number
Vendor ID This is who we are ordering from
Created By Employee who created this Document
Location Location that the Product will hit the General Ledger
Description Any thing you want to enter here
Ordered Date Date the the Order was placed with the Vendor
Order By Employee who communicated with the Vendor
Placed with Employee of Vendor who took the Order. Maybe Internet
Expected Date Date the main shipment of product will arrive at your door. Be careful here. It might be better to add a day or two than be a day or two short. Customers like phone calls telling them their product is in early than late.
Verify Order #1 Use this for any number you want. If your vendor verifies with you that that the order has been placed and gives you a number this can go here
Verify Order #2 Same as #1 but sometimes we order on a Builder Account with a Vendor and a Retail Account therefore they may give you two verify numbers
Ship Method How are we going to receive the merchandise

Vendor Information

The Vendor information is here for ease of communicating with our Vendor.

This information will be filled out after we have received the merchandise and have received the 'Invoice' copy from our Vendors telling us how much we owe them. With appliances this usually comes about three days after we received the product. Parts Invoices come with the shipment of Parts and can be done right then.

Use this for your many needs.

A PO is created with a PO Number of 10047. When the first shipment comes in and we receive the product which creates an Invoice. The invoice is created with a number of 10047-1. Implying that this was the first shipment. The next invoice will be created with -2, -3, and so forth. When the PO has all been received then the last shipment creates an Invoice as the base number, therefore the last would be Invoice 10047. Related Documents allows you to see all the Invoices created from multiple shipments. Click on the left side of the text box on then a list of all the Invoices will appear.