Purchases - Orders

The Orders module can be accessed by navigating to the Purchases tab clicking on it and clicking on the Orders  button.

 

 

If the Order Request module has been used then the authorised user will be able to open the previously submitted Order Request.

Navigate to the Open button and click on it.

 

 

Under Authorized Order Requests the user will find the previously submitted Order Request. Click on the required document and double click or click OK to load it.

Once loaded the authorized user will have to ensure the fields are populated with the correct information, otherwise click on the relevant field and fill in the information.

 

 

Clicking on Supplier nr field will bring up the list of available suppliers that the user will be able to choose from. Once the required supplier is found double click on the supplier or click on OK to load.

 

 

Once satisfied with the information on the order form the user will click on

 to finalise the Order.

 

 

 

Þ [Note] Make sure that the delivery date and cost centre are consistent throughout and correct.

 

A information box will pop-up with a summary of the transaction. Once satisfied with the information the user will click on the Proceed button.

 

 

Next screen will give the option to either skip printing or click OK to print a hard copy.

 

 

If the Order Request module was not used then a Purchase Order can be raised by the user.

 

The user will navigate on the ribbon to the Purchase tab and click on the Orders button.

Next the user will click on the Supplier nr  field. This will bring up a list of the suppliers that can be chosen.

 

The user will select from the list the required supplier and double click on them or click on the OK button to load the supplier.

Once loaded the supplier information will be filled within the form.

 

Þ [Note] Ref Number can be filled by the user as a cross reference with manual documents if required.

 

The user can click on the Save button if the user will want to save the Purchase Order  to be continued at a later stage.

After the supplier information is populated the user will hit the enter key on the keyboard. On the next field being the Cost Centre the user will hit the enter key to bring up a list of cost centres to choose from. The user will click on the relevant cost centre and click OK.

 

 

Under the Order code field the user will click on it to pop-up a list of stock items. From here a selection can be made off the desired stock items to be ordered by flagging the Selected field and click on OK.

 

 

Once the desired stock items have been selected the user can proceed to the Order Qty field. The user will enter the required quantity to order.

 

 

 

Once the user is satisfied with all the information they can proceed to click on the Submit button. A Order Information bar will pop-up with a summary of the order. The user will click on the Proceed button.

 

 

Next, a prompt will pop-up indicating to skip printing or if the user will want to print a hard copy of the Purchase Order they will click on OK.

 

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