100 lines
6.1 KiB
HTML
100 lines
6.1 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="generator" content="Adobe RoboHelp 2019">
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<title>Generating Purchase Orders from Customer Orders</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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font.hcp1 { font-weight:bold; }
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span.hcp2 { font-weight:bold; }
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-->
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</style>
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</head>
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<body><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
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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;">Generate Purchase Orders from a Customer Order</p>
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<p class="Help-Text"><a href="custorder_overview.htm">Customer Order Overview</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="../qbpos_purchasing/purchasingoverview.htm">Purchasing Overview</a></p>
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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">You can quickly generate purchase orders from a customer order to order the listed items from your vendor(s). Point of Sale will propose a PO for all of the items listed (except service items), but allows you to review the proposed PO(s) and choose the items and quantities to actually order. Multiple items from a vendor are combined into a single purchase order.</p>
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<p class="Help-Info-Line">To generate purchase orders from a customer order:</p>
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<ol>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Complete and save the order document, if not already done.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Highlight or display the customer 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="hcp2">G</span><font class="hcp1">enerate PO</font> from the I Want To menu.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">The Select Items to Generate PO window is displayed, with all merchandise items from the customer order listed.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Enter the quantity of each item to order from your vendor in the <a href="javascript:void(0);" id="A1" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_basic_procedures/basic335.htm');return false;">Doc Qty</a><img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" style="border: none;" width="10" height="12" border="0"> column.</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">If you do not wish to order an item, enter 0 or leave the <font class="hcp1">Doc Qty</font> blank.</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">To order all of the items in the quantity needed for the customer order (<font class="hcp1">Due</font> column) choose <span class="hcp2">S</span><font class="hcp1">elect All</font> from the bottom of the window.</p>
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</li>
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</ul>
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<ol start="6">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <span class="hcp2">C</span><font class="hcp1">ontinue</font>.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">A confirming message displays the number of POs created and gives you the opportunity to view, print, or e-mail the POs.</p>
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</li>
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</ol>
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<p class="Help-Indent">If you want to add additional items to a PO created this way, select <span class="hcp2">Show Me a List</span> of POs created, select a PO and then select <span class="hcp2">Edit</span> to make changes before submitting the PO to your vendor.</p>
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<p class="Help-Text"> </p>
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<p class="Help-Heading-2">Notes:</p>
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<ul>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">You can generate multiple purchase orders from a single customer order. When generating subsequent purchase orders, the <font class="hcp1">Due</font> values are reduced by any item quantity on the order already sold.</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">Purchase orders generated from customer orders are numbered by Point of Sale by combining an order type prefix, the order number, and a sequential suffix. For example, the first purchase order generated from Sales Order # 24 would be numbered SO241, a second purchase order generated from this sales order would be numbered SO242, etc. Purchase orders generated from layaways or work orders would begin with LAY or WO respectively.</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 view the purchase orders generated from a customer order by displaying the order and selecting <font class="hcp1"><span class="hcp2">V</span>iew POs</font> from the I Want To menu. This selection takes you to a filtered purchase order list with only the POs generated from the selected order displayed. Select a purchase order and display it to review.</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">It is recommended that you review the generated purchase orders for correct order costs and quantities. Use your normal procedure to communicate the generated purchase orders to your vendors.</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">When receiving an item ordered this way, the customer name and Customer Order # is displayed on the receiving voucher to assist you in quickly filling the order.</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="custorder_create.htm">Create a customer order: Basic steps</a></p>
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<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_email_documents.htm">E-mail orders to vendors/customers</a></p>
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<script type="text/javascript" language="JavaScript1.2">
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//<![CDATA[
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if( typeof( FilePopupInit ) != 'function' ) FilePopupInit = new Function();
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FilePopupInit('A1');
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//]]>
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</script>
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</body>
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</html>
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