The Purchasing Wizard

View - Purchase Order - Purchases

The Purchasing wizard helps you select which products and how many of these you want to order in a purchase. The wizard is designed as a progression of steps that are displayed in various orders depending on which selections you make. There are four options to make selections from. You then select which products you are going to purchase, the quantity, and from which supplier you are going to order.

The wizard starts from the purchasing window. Click on the arrow next to the New button and select Create new using purchasing wizard. You can also commence the purchase wizard directly from the desktop.

In this window you define the basis for which products are to be purchased. You can select between the following options:

Purchase based on undelivered sales orders
Purchase based on stock
Products/Product group
One or more products from a supplier

The window Products to be purchased is shown as inactive in the background until you have ended the wizard for the selection and applied all the necessary settings for the Purchase order proposal. In this window you continue to work with the Purchase order proposal. If there are unprocessed purchases for the supplier, you will have an opportunity here to add the product lines to an existing purchase order.

If you want to Create a purchase based on a sales order you can start a wizard directly from the sales order.

More information can be found in:

Purchasing Wizard - Purchase based on undelivered Sales Order

Purchasing Wizard - Creating Purchases based on Stock

Purchasing Wizard - Creating Purchases based on Products or Product Groups

Purchasing Wizard - One or more Products from a Supplier