How to create and send a parts purchase order

The New Purchase Order function is primarily used to purchase parts, either on a daily order or a stock order. From this screen, you can also create a supplier credit, and an internal purchase order.

1. Click on New Purchase Order under the Purchase Parts tab.
2. Choose between a Daily or a Stock Order. This can determine which purchase price is used if entered differently against the part.
3. Enter the supplier name in the provided field. If you are unable to locate the supplier, click Select Client and search the client list.
4. Start adding parts into the Part Number field. This can be done by typing the part number, the part description, or scanning a barcode. If you are unaware of the part number, click the Part Number field and the drop-down icon that appears will open the parts search window.
5. Enter the desired quantities in to the Qty Ord column.
6. Once all parts and quantities have been added, click Save Order on the right-hand side. A pop-up will appear asking if you would like to Print/Fax, Email, or Internet Upload your order depending on what has been set up for this supplier. Select one of these to mark the order as sent. 
   

If you choose to do nothing after saving the order, the order will be marked as open instead of sent.

At the bottom of the invoice screen, there are three separate notes tabs.

1. Order Notes - Will be visible to the supplier on the order.
2. User Notes - Will not appear on the order and can be used internally.
3. Part Notes - Will appear under the selected part on the order.

Related Articles

Navigating the purchase order lookup screen

How to receipt a parts purchase order

How to process a supplier credit