Differences
This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision Next revisionBoth sides next revision | ||
purchasing:managing_purchase_orders [2012/02/27 01:09] – Craig Drown | purchasing:managing_purchase_orders [2019/10/16 17:42] – [Show outstanding Purchase Order lines....] Emily Porrello | ||
---|---|---|---|
Line 1: | Line 1: | ||
- | ====== Managing | + | {{indexmenu_n> |
- | {{entry> | + | ====== |
Managing purchase orders you have placed is an important part of running a medical supply facility. | Managing purchase orders you have placed is an important part of running a medical supply facility. | ||
There are two main windows you will use to do this, along with a variety of reports. | There are two main windows you will use to do this, along with a variety of reports. | ||
- | ===== Show outstanding | + | ===== Show outstanding |
- | Choosing this menu item displays a list of all lines outstanding on all confirmed Purchase Orders; from the drop down list you can restrict the list displayed to a single supplier, to a single item, or to items whose delivery is expected within a specific number of days.note that the search excludes finalised orders. | + | Choosing this **Suppliers > Show outstanding purchase orders** from the menus or the Navigator |
+ | ==== Using the find box ==== | ||
+ | In the toolbar there is a field to enter searches. | ||
+ | To the left of the field you can choose from the drop down list what to search for. | ||
+ | |||
+ | You can restrict the list displayed to a single supplier, to a single item, or to items whose delivery is expected within a specific number of days. | ||
+ | <WRAP center round important 60%> | ||
+ | This search excludes finalised orders. | ||
+ | </ | ||
+ | |||
+ | |||
+ | ==== Printing and opening in Excel ==== | ||
+ | Click the **Print** button to print the list as displayed. | ||
+ | If you want to send the list to Excel, choose **Open in Excel** from the print options window that is shown after you click **Print** | ||
Double click on a line to display the Purchase Order containing that line | Double click on a line to display the Purchase Order containing that line | ||
{{ : | {{ : | ||
- | On the Navigator' | ||
+ | ===== Show Purchase orders ===== | ||
+ | |||
+ | Choose Suppliers > Show Purchase Orders. | ||
+ | * In the find window you can choose what will be displayed. By default mSupply displays the last 15 purchase orders. | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | * You will be shown a list of matching Purchase Orders. Double-click a purchase order to open it. | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | |||
+ | For a more detailed description of this window see [[purchasing: | ||
+ | \\ | ||
+ | \\ | ||
+ | | // Previous: | ||
---- struct data ---- | ---- struct data ---- | ||
---- | ---- | ||