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purchasing:managing_purchase_orders [2012/02/27 01:09] Craig Drown |
purchasing:managing_purchase_orders [2019/10/22 11:47] (current) Emily Porrello [Show purchase orders] |
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- | ====== Managing Purchase Orders ====== | + | {{indexmenu_n>20}} |
- | {{entry>20.Purchasing/2.Managing Purchase Orders|*}} | + | ====== 6.02. Managing purchase orders ====== |
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 Purchase Order lines.... ===== | + | ===== Show outstanding purchase order lines.... ===== |
- | 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 displays a list of all lines outstanding on all confirmed Purchase Orders. |
+ | ==== 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. | ||
+ | </WRAP> | ||
+ | |||
+ | |||
+ | ==== 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 | ||
{{ :purchasing:outstanding_po_lines.png?650 }} | {{ :purchasing:outstanding_po_lines.png?650 }} | ||
- | On the Navigator's // Suppliers// window, selecting // Show outstanding PO lines // performs the same function. | ||
+ | ===== 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. | ||
+ | |||
+ | {{ :purchasing:po_find.png |}} | ||
+ | |||
+ | * You will be shown a list of matching Purchase Orders. Double-click a purchase order to open it. | ||
+ | |||
+ | {{ :purchasing:po_list.png |}} | ||
+ | |||
+ | |||
+ | For a more detailed description of this window see [[purchasing:ordering_from_suppliers|Ordering Items From Suppliers]] | ||
+ | \\ | ||
+ | \\ | ||
+ | | // Previous: **[[purchasing:ordering_from_suppliers|6.01. Ordering items from suppliers]]** | | Next: **[[purchasing:show_po_categories|6.03. Purchase order categories]]** // | |