Under Purchase orders, you manage all your purchase orders. You can quickly add a purchase order, send it via email, print it, upload attachments, etc. And, if you use the function Storage, when the order is delivered – make a delivery to a storage.
There are two ways to create a purchase order.
- Under the Purchase order menu in the Perform tab.
Click the +sign to create a new Purchase order.
2. Create purchase orders directly in a Work or Service Order.
Add to the order the items that need to be ordered. Click on the shopping cart symbol and a purchase order will be created automatically.
Choose if you want to add the articles to an open purchase order (i.e. not sent to the supplier) or create a new purchase order. Image 2.
You can also download the list of items to buy. Click on this symbol in the Purchase order tab.
To make changes in a Purchase Order open the order by clicking on the gear in the right part of the purchase order and select Edit och open the order and scroll to the bottom to find the button Edit.
Comment
Add comments by clicking + Add Comment.
To change/delete the comment click on the pen. Comments is not shown and cannot be added or edited when clicking Edit on the order.
By default, the comment is internal (ie not shown to customers and on printouts). Uncheck the box if the comment should be displayed.
The check box is visible when you click on + Add comment or on the pen. If Internal Comment is not checked, the text (displayed to customer) is added after your username.
Send order
To place your order, click Send e-mail. The system then opens a popup window and creates a pdf that can be emailed.
The system first retrieves the supplier’s e-mail, if there is no such, the e-mail address of the supplier’s contact person is retrieved, and if there is no such e-mail address either, the e-mail address you entered in Purchase order settings is retrieved (set by a admin).
You can also type an address.
Status
Just like in other orders, you see the status of your purchase orders through the color markings: Green for Created, orange for Sent and blue for Done.
When receiving the order
If you have the Storage function and if you have not specified a storage on the article to be ordered, you will have to remove the article manually when making the delivery to your storage.
Information for Administrators
User permissions concerning Purchase Order: View, Edit, Create, Delete, Send, Delete Uploaded Files.
Under Group Settings – Module settings – Edit Purchase Order Settings, you can enter a default email address for sending purchase orders and create descriptive texts for Prioritization suggestions.
