Purchasing

Create Purchase Order, Receive Parts, Close Purchase Orders

• Create a Purchase Order against a Job Card

  Prerequisites before completing this procedure Create a job card Procedure 1. Open the job card and click the Purchase Order icon on the left-hand side of the job card 2. The popup details any existin...

• Create a Purchase Order

  1. Click Purchasing on the home screen 2. Click New 3. Select the Supplier from the dropdown menu 4. Select the Delivery Depot and Address 5. Click Save 6. Click Add Part 7. Type in the part number. P...

• Receive Parts against a Purchase Order

  1. Click Purchasing on the home screen 2. In the On Order queue, click and open the relevant purchase order 3. Verify the correct PO has been opened, and click Receive 4. Add the Delivery Docket Numbe...

• Sign off a Purchase Order

  1. Click Purchasing on the home screen 2. Click on the relevant purchase order in the received list 3. Click Sign-off 4. On the Sign Off-Screen, click the details icon on the received line item  5. Ad...