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purchasing:ordering_from_suppliers [2020/01/14 11:37] – link revised for stock tab lou | purchasing:ordering_from_suppliers [2020/05/29 07:59] – [Creating a blank purchase order] Gary Willetts | ||
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{{ : | {{ : | ||
- | * Either click on the //Query items// box, to bring up the //Query Editor// window, and enter the required parameters, or select one or more criteria by placing check marks as appropriate in the three boxes; use of the //Query Editor// is described in detail in the Reports chapter. See [[reports: | + | * Either click on the //Query items// box, to bring up the //Query Editor// window, and enter the required parameters, or select one or more criteria by placing check marks as appropriate in the three boxes; use of the //Query Editor// is described in detail in the Reports chapter. See [[reports: |
== Order for one supplier == | == Order for one supplier == | ||
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Choose // Supplier > New blank Purchase Order// . You are presented with a blank order form, to which you can add items. This form only allows the choice of one supplier. | Choose // Supplier > New blank Purchase Order// . You are presented with a blank order form, to which you can add items. This form only allows the choice of one supplier. | ||
- | {{ : | + | {{ : |
The **name** field is where you choose the supplier you are ordering from (type in the first few characters of the supplier' | The **name** field is where you choose the supplier you are ordering from (type in the first few characters of the supplier' | ||
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The **Reference** field allows you to enter any relevant information. | The **Reference** field allows you to enter any relevant information. | ||
- | The **Requested delivery date** field is for the date you have requested the supplier to deliver the items. Anything entered in this field becomes a default and is automatically set for all lines added to the purchase order. Such a requested delivery date can still be manually edited for each line if required. There is a preference to make this field mandatory (see [[preferences: | + | The **Requested delivery date** |
In the top right hand corner, there is a box where you may select a particular colour from a range of colours - in the window shown below, //blue// has been selected. | In the top right hand corner, there is a box where you may select a particular colour from a range of colours - in the window shown below, //blue// has been selected. | ||
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=== Split deliveries === | === Split deliveries === | ||
- | There may be occasions when you want to arrange for split deliveries - for instance if you are placing a single order for a year's supply, but you want certain items to be delivered in, say, four consignments, | + | There may be occasions when you want to arrange for split deliveries - for instance if you are placing a single order for a year's supply, but you want certain items to be delivered in, say, four consignments, |
- | + | ||
===== Editing purchase order lines ===== | ===== Editing purchase order lines ===== | ||
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== Price before discount == | == Price before discount == | ||
- | The price quoted by the supplier for one pack (of the pack size shown in the **Pack size** field) of this item. If you enter it here, it will be carried through onto the goods received note and then the supplier invoice. Of course it can be edited on the supplier invoice if the delivered price turns out to be different to what is entered here). Entry of this field can be made mandatory if the preference is turned on (see [[preferences: | + | The price quoted by the supplier for one pack (of the pack size shown in the **Pack size** field) of this item. If you enter it here, it will be carried through onto the goods received note and then the supplier invoice. Of course it can be edited on the supplier invoice if the delivered price turns out to be different to what is entered here). Entry of this field can be made mandatory if the preference is turned on (see [[preferences: |
== Extension == | == Extension == |