Purchase Orders
When you need to order items from a vendor, you will need to create a Purchase Order. In eNews #12, we discussed some of the versatility in converting sales orders to purchase orders. In this newsletter, we will discuss the creation process and some helpful options to set when creating purchase orders. Keep in mind, if you don't have the Purchase Order functionality, you need to contact us to purchase the additional module.
|
Overview
On the main menu, click the PO button on the left side to select the Purchase Order module and click Create PO to make a purchase order. The first thing you will see if the Find Vendor screen. From here, select the Vendor you wish to create a PO for. The Purchase Order screen consists of two tabs: Main and Detail.
On the Main tab, you will see general information about the purchase order. This information includes the vendor information, the ship to address information, purchase order number, purchase order total amount, and more. On the Detail tab is where the bulk of your time will be spent. Here you will enter the items to order from the vendor selected previously. You can make changes to the items entered much like you would at the point of sale. When you are finished entering information on the purchase order, click the Save button.
|
DIB Orders
Do it Best stores have the ability to select any warehouse to ship items via UPS to either a store location or directly to a customer.
Order and Ship to Store
When creating a PO, select Do it Best as the vendor. Once on Purchase Order screen, go to the Detail tab and enter the items you wish to place on this PO. Once all items are entered, go back to the Main tab. The "Ship To" information will be defaulted to the store's address, but can be changed if needed. Below this box is more shipping information. Within the Ship Via drop down menu, scroll to the bottom to select the UPS shipping type. You can also enter a Ship Comment if necessary. Finally, select "Mbr RSC Order" from the Order Type drop down and a new menu will appear along the bottom of this screen called "Distribution Center." This is where you can select the warehouse you want the order to ship from. Order and Ship to Store
To ship an order directly to a customer, select Do it Best as the vendor, enter items on the Detail tab, and select a UPS "Ship Via" value. Instead of selecting the Order type above, select "Drop Ship PO." You will still need to choose a distribution center, but you need to change the "Ship To" address to the customer's address. Once the correct address info has been entered, click Save.
|
If you have any suggestions for future newsletters and/or feedback, please feel free to email me. Your feedback is what helps us grow and assist you as your Point of Sale software provider!Your TransActPOS Team |
