View - Purchase Order - Purchases
The Purchase window is structured the same as the other registers within the program, with a main window and several tabs with detailed information about the purchase order. The information about the supplier and products is retrieved from the respective registers.
Before you can use the purchase module you have to have created the supplier in the supplier register and the product in the product register.
Read more about The Desktop Toolbar for more information about the other buttons in the toolbar.
New:
Create a new purchase. This method is used when you know which products
you are going to order and from which supplier(s).
Click New using a wizard if you want to create one or more purchases from different suppliers using a wizard. For more information see Purchasing wizard. You can also launch the purchase wizard from the desktop.
List: Display a list of all purchases.
In the user settings you can define how the contents of the window should
be sorted by default. You can also define a filter in order to locate
certain items. Read more about Filters.
Delete: The button has a different
function depending on the status of the purchase.
Copy: Launches the wizard copy
purchase order.
Transfer to purchased: A purchase
must be Transferred to purchase
before it can be processed further. During this process, the purchase
will be printed, the printout can be sent to your supplier.
Tip! When a purchase order has been
ordered, you can create a Sales order based on the purchase. You do this
by using the Purchasing wizard.
When this is done a reservation is automatically created between the product
line on the order and the purchase.
Register Receive/Return: Registering
the receipt of one or more items. The products will be available in the
warehouse and the purchase's status then changes to received.
The receipt can be posted by clicking the icon, or via the warehouse module.
It is possible to post all the products in the purchase order when
the goods are received if this is selected in the company settings. You
can also create an associated Duty/Freight
invoice.
Post Purchase Invoice: When the
entire or part of the receipt has been registered, the purchase is posted
as a supplier invoice. You can only post partly received purchases if
you have selected this option in the company settings. You can also post
a duty/freight invoice. If you want to change the purchase, you can create
a credit note.
Purchase Completed: Transfers the
purchase to the status Purchase Completed.
Click Purchase Completed once
you are finished with the purchase. The Status
changes to Processing completed.
This can also be done when the current status is Purchased
and Received.
By clicking on the arrow button to the right of Create
activities you can create customised
activities. You decide on the content for the activity yourself and also
which modules the activity template will be available in.
User Settings:
Opens the user settings for the purchase module. Use the arrow to open
the company settings.
Print: The purchases can be printed
to a number of different forms and be sent to printer, e-mail, fax or
preview.
Status: The drop-down list in the top-right corner displays the different statuses.
Read more about the tabs in the purchase window
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