Purchase Orders

To access the Purchase Orders interface and manage your purchase orders, follow these steps:

1. Navigate to the Purchase Orders Interface:

   • Go to the Home Page.

2. Access Accounting Section:

   • Click on "Accounting" from the main menu.

3. Go to Purchases:

   • Select "Purchases" from the submenu.

4. Select Purchase Orders:

   • Click on "Purchase Orders."

5. View Purchase Orders List:

The interface will display the full list of purchase orders along with their main information:

• ID: The unique identification number assigned to each purchase order.

• No.: The number assigned to the purchase order for reference and tracking purposes.

• Ref. No.: The reference number associated with the purchase order.

• Company: The name of the office or company associated with the purchase order.

• Supplier: The name of the contractor or supplier from whom the goods or services are being ordered.

• Contact: The name of the contact person or user associated with the purchase order.

• Ship to: The name of the company to which the goods will be shipped.

• Date: The date on which the purchase order was issued or created.

• Currency: The currency in which the purchase order is denominated.

• Amount: The total amount of the purchase order, including the subtotal, sales tax, and shipping costs. This reflects the overall financial commitment of the purchase order.

Manuals for Adding and Deleting Purchase Orders:

• To add a new purchase order, click the "+" button. 

• Fill in the necessary fields and click the "Update" button.

• To delete a purchase order, select the order and click the "Delete" button. 

• Confirm the action by clicking "Delete" again.

Sorting and Filtering:

• Use the available filters to narrow down your search by ID, No., currency, company, contractor type, contractor, and date range.

Interior Interface:

• Double-click on any order to select it and access detailed information.

Main Informational Block:

1. Company: The name of the company or office associated with the purchase order.

2. Type: Type of purchase order, indicating the nature or purpose of the order.

3. Supplier: The name of the contractor or supplier from whom the goods or services are being ordered.

4. Contact: The name of the contact person or user associated with the purchase order.

5. Ref No: The reference number associated with the purchase order.

6. Requisitioner: The person or department responsible for initiating the purchase order.

7. Delivery Date: The expected delivery date for the goods or services.

8. P.O. Date Calendar: Calendar selector for choosing the purchase order date.

9. Shipped Via: Method or carrier used for shipping the goods.

10. FOB Point: The location where ownership of the goods transfers from the seller to the buyer.

11. Terms: Payment terms and conditions agreed upon for the purchase order.

12. Name, Company, City, Country, Phone, Address, Address 2: Information related to the shipping address.

13. Currency: The currency in which the purchase order is denominated.

14. Rate Selector: Selector for choosing the exchange rate, if applicable.

15. Sales Tax: Input field for specifying sales tax associated with the purchase order.

16. Shipping: Input field for specifying shipping costs associated with the purchase order.

Additional Block:

Items Tab: Tab for managing individual items or products included in the purchase order.

• Part Number: Information about the part or product number.

• Qty: Quantity of parts or products ordered.

• Unit: Unit of measure for the quantity ordered.

• Description: Additional information or description of the item.

• Rate: The unit price or tariff plan for each item.

• Amount: The total amount for each item, calculated as rate * quantity.

• Condition: Additional information or condition related to the item.

• Subtotal: The subtotal amount for all items in the purchase order.

• Total: The total amount for the entire purchase order, including sales tax and shipping.

Jobs Tab: The tab for linked jobs to the purchase order.

• Linked Jobs: Information about jobs associated with the purchase order.

By following these steps, you can effectively manage your purchase orders and access detailed information about them through the Purchase Orders interface.