Creating a purchase order

The order number. Store Manager can automatically generate an order number, if required.

The order status. This value is set by Store Manager. Values include Open, Released, Shipped, Completed.

The supplier's order number, if applicable.

The date the purchase order was created.

The date the items are required by the purchase order recipient.

The delivery status. This value is set by Store Manager. Values include Open, Partial, and Completed.

The invoice status. This value is set by Store Manager. Values include Open, Partial, and Completed.

Reference information related to the purchase order.

The date the purchase order was placed.

Select this option if you want to add matrix items to the purchase order. If this option is selected, on the Items tab you can then add matrix items:

The supplier providing the items in the purchase order. Click the Browse icon next to the Supplier field, select the supplier from the list, and click OK. The supplier's name and address are automatically added below.

The recipient of the items in the purchase order:

• Store

• Customer

If you select Customer, click the Browse icon, select the customer from the list, and click OK.

The store or customer's name and address are automatically added below.

The person who requested or authorized the purchase order, if applicable.

The person who requested or authorized the purchase order, if applicable.

The payment terms for the invoice, if applicable.

Note: You set up payment terms in Setup | Inventory/Purchasing | Payment Terms.

The discount on the invoice items, if applicable. Select one of the following:

• Nil: No discount.

• Amount: Enter the dollar amount of the discount.

• Percent: Enter the percent discount.

The shipping method to use, if applicable.

Note: You set up shipping methods in Setup | Inventory/Purchasing | Shipping Methods.

Enter the free on board (FOB) designation in the first field. This indicates who has ownership of the items during shipment. In the second field, enter who is paying for shipping. It is typically prepaid or collect.

The currency and rate associated with the Shipping Method.

The minimum order amount required by the supplier. The Min. Order Value is red if the amount of the purchase order does not meet the supplier's minimum order amount.

Note: You set up the minimum order amount in Inventory/Purchasing | Suppliers on the Purchase tab.

Click Add to add an item to the purchase order.

Note: You can also add discounts using the Formula button.

Select a line and click Edit to edit the line item.

Select a line and click Delete to delete the line item from the purchase order.

Click Quick Scan to add an item to the purchase order by scanning it.

Click Formula to set discounts on line items (by amount or percentage). You can save the discounts for a specific period of time. You can also apply discounts to selected line items or to all line items in the purchase order.

Click Add to add charges to the transfer order.

Select a line and click Edit to edit the charges.