View - Purchase Order - Purchases
The Purchase window is structured the same as the other registers in 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.
A new purchase can be created in the following ways:
Click New and select the supplier to whom the purchase order is going to be sent. This method is used when you know which products you are going to order and from which supplier(s). For more information see Creating a purchase order for a specific supplier.
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.
When a purchase order has been created the purchases status changes to Purchased. When you receive the products a Receipt of goods is registered.
The purchase’s status then changes to Received and can be Posted. 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.
Click Processing completed when
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.
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.
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.
Read more about the tabs in the purchase window
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