Creating a Purchase from a specific Supplier

View - Purchase order - Purchase

When you know which supplier a purchase will be sent to and what products you want to order, you can create the purchase without using a wizard. You select the supplier and register the product information from the Product line tab in the lower screen.

If you want the wizard to select what and how many of each product you are ordering from this particular supplier, you start the Purchasing wizard and select One or more products from a supplier.

How to create a purchase from a supplier without using the wizard

Click New.
Select the supplier you want to create a purchase from and click OK.
Note that all fields in the top half of the window must be filled out with information on addresses, delivery- and payment terms. This information is retrieved from the contact register for this supplier.
Enter the products you are ordering from the Product lines tab. This can be done in two ways:

Click New and enter the Product number in the new line. The specific product is retrieved with the information on the product card. If you want to edit the information for the purchase order, you do this in each column on the product line.

Click Show product list to display a list of all products. You can use the drop-down list in the top right hand side of the window to select the product type. You will then only see the product types you have selected. This will help you to find the right product more easily. Select the product and click Insert.

If you select a product that is not linked to the specific supplier, you will be asked if you want to link a supplier to a product. Click Yes to link the product to this supplier. In order to view products that are not linked to the supplier, then deactivate the filter from the product list toolbar.
Register the quantity you have purchased and adjust any price or discount levels.
Click Edit order line description in the Product lines tab if you want to enter any text that will describe each product line. You can also retrieve text from the product register by using the drop-down list and the Insert button.
Enter additional text for the purchase order from the Text tab and apply any necessary settings through the Miscellaneous tab.
Click Transfer to purchased to generate the purchase. You can select whether the purchase order is to be printed.

The Status will now be changed to Purchased.