143 lines
7.6 KiB
HTML
143 lines
7.6 KiB
HTML
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="MS-HAID" content="Purchase orders">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Create a Purchase Order</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<style type="text/css">
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/* FORCE ALL FONTS TO 12PT */
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* { font-size: 12pt !important; }
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body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
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</style>
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<style title="hcp" type="text/css">
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<!--
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span.hcp1 { color:#c0c0c0; }
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td.hcp2 { padding-right:10px;
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padding-left:10px; }
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span.hcp3 { font-weight:bold; }
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font.hcp4 { font-weight:bold; }
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-->
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</style>
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</head>
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<body>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;">Create a Purchase Order Basic Steps</p>
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<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">How do I?<img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" style="border: none;" width="11" height="11" border="0"></a> <span class="hcp1">|</span> <a href="purchasingoverview.htm">PO Overview</a> <span class="hcp1">|</span> <a href="../qbpos_fields/fields06.htm">PO Fields</a></p>
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<div class="droptext" id="POPUP402359132" style="display: none;">
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<table style="vertical-align: top;" cellspacing="0" bgcolor="#FFFFEC">
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<col style="width: 45.882%;">
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<col style="width: 54.118%;">
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<tr style="vertical-align: top;">
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<td style="width:45.882%;" class="hcp2">
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<p><a href="po634.htm">Edit item order costs</a></p>
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<p><a href="po614.htm">Enter discounts and fees</a></p>
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<p><a href="../qbpos_basic_procedures/basic_email_documents.htm">E-mail a PO</a></p>
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<p><a href="../qbpos_receiving/vouch752.htm">Receive against a PO</a></p>
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<p><a href="../qbpos_inventory/inven_viewonorder.htm">View open POs by item</a></p>
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<p><a href="../qbpos_inventory/inv_multivendor.htm">Purchase from multiple vendors</a></p>
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</td>
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<td style="width:54.118%;" class="hcp2">
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<p><a href="../qbpos_basic_procedures/navigation_find/basic_find_general.htm">Find a PO</a></p>
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<p><a href="po628.htm">Edit a PO</a></p>
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<p><a href="po_status_tracking.htm">Track POs by status</a></p>
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<p><a href="po619.htm">Delete filled POs</a></p>
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<p><a href="po_suggestpo.htm">View suggested POs</a></p>
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<p><a href="../qbpos_customer_orders/custorder_specialorder.htm">Handle special orders</a></p>
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</td>
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</tr>
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</table>
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<p> </p>
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</div>
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<div>
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<p style="font-family: Arial, sans-serif; text-align: right; color: #800000;">Pro</p>
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</div>
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<p class="Help-Text">Follow the steps below to create a new purchase order (PO). You can also make a new PO by <a href="../qbpos_basic_procedures/basic_historydocs_copy.htm">copying</a> an existing one.</p>
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<p class="Help-Text"> </p>
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<p class="Help-Note"><span class="hcp3">Note</span>: The availability of purchase orders is controlled by your <a href="../qbpos_company_preferences/sysprefs04.htm">Features to Use preference</a> settings.</p>
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<p class="Help-Info-Line">To create a new PO:</p>
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<ol style="list-style: decimal;">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <span class="hcp3">N</span><font class="hcp4">ew Purchase Order</font> from the Purchasing menu.</p>
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</li>
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</ol>
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<p class="Help-Indent">A blank PO form is displayed.</p>
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<ol start="2">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Accept the suggested <font class="hcp4">PO#</font> (sequential order) or enter a unique alphanumeric number of your own.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select a vendor from the <font class="hcp4">Vendor</font> drop-down list.</p>
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</li>
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</ol>
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<ul>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">Type the first few characters of the vendor company name to quickly jump to the vendor in the list. Select <span class="hcp3">A</span><font class="hcp4">dd New</font> if you need to add the vendor record while making the PO.</p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">Press <font style="font-weight: bold; font-style: italic;"><F4></font> from the vendor field to go to your full vendor list to find the vendor.</p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">The payment terms from the vendors record are suggested on the PO.</p>
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</li>
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</ul>
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<ol start="4">
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<li class="p-Help-Steps">
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<p class="Help-Steps">If applicable, specify the store to which the items will be shipped in the <span class="hcp3">Ship To Address</span> field and the store to which the vendor bill should go in the <span class="hcp3">Bill To Address</span> field.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Accept or edit the <font class="hcp4">Order</font>, <font class="hcp4">Ship</font>, and <font class="hcp4">Cancel</font> dates as necessary.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps"><a href="po616.htm">List the items</a> you want to order, entering an order quantity and cost for each item added.</p>
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</li>
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</ol>
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<p class="Help-Indent">The <a href="po634.htm">purchase order cost</a> is suggested as the <font class="hcp4">Order Cost</font> of the item in inventory, but can be edited as necessary.</p>
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<ol start="7">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Enter information in other <a href="../qbpos_fields/fields06.htm">PO fields</a>, including any applicable <a href="po614.htm">discount</a> and/or <a href="po615.htm">fee</a> that will apply to the order.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <span class="hcp3">S</span><font class="hcp4">ave</font>.</p>
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</li>
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</ol>
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<p class="Help-Text"> </p>
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<p class="Help-Heading-2">Pro Notes:</p>
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<ul style="list-style: disc;">
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">If using <a href="../qbpos_inventory/inven_uom_multiple.htm">multiple units of measure</a>, your default order-by unit and associated order cost is suggested. Use the <span class="hcp3">Units of Measure</span> field to order by a unit other than your default order-by unit.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">You can also <a href="../qbpos_customer_orders/custorder_generatepo.htm">generate a PO from a customer order</a>.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">With multiple stores, remote stores can generate POs only for <a href="../qbpos_customer_orders/custorder_specialorder.htm">special order</a> items.</p>
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</li>
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<li class="p-Help-Nested-List" style="margin-left: -20px;">
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<p class="Help-Nested-List">If you order the same item from <a href="../qbpos_inventory/inv_multivendor.htm">multiple vendors</a> you can list any of the item's vendors on the PO.</p>
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</li>
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</ul>
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<p class="Related-Topics">Related Topics</p>
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<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_email_documents.htm">E-mail POs to vendors</a></p>
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<p class="Help-Text"><a href="../qbpos_customer_orders/custorder_specialorder.htm">Handle special orders</a></p>
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<p class="Help-Text"><a href="../qbpos_inventory/inv_multivendor.htm">Purchase an item from multiple vendors</a></p>
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<p class="Help-Text"><a href="po_suggestpo.htm">Have Point of Sale suggest orders</a></p>
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<p class="Help-Text"><a href="../qbpos_multi_store/multi_store_purchasing.htm">Multi-Store purchasing & receiving overview</a></p>
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<p class="Help-Text"><a href="po_status_tracking.htm">Track POs by status</a></p>
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<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
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if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
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TextPopupInit('a1','POPUP402359132');
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//]]></script>
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</body>
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</html>
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