Enter/Edit

The Enter/Edit option is where you input the purchase order in the computer. You can also adjust or edit the purchase orders after you have entered them using this option.

To add a purchase order

Click here to start the Add Purchase Order Wizard Tutorial

This is the main Purchase Order Wizard layout.

This is the purchase order lookup grid.

To search inventory

Click the column for the field you want to search and the search box at the top of the grid is changed to search the selected field. Type in the value you are looking for and press the TAB key. The selected item is highlighted in the grid, and you can click PROCEED to view the details about the purchase order.

Highlight the purchase order you want to lookup and double-click the row, or click PROCEED at the bottom of this screen.

The highlighted record is displayed on the edit purchase order screen. Roll over fields to see more information.

To edit existing purchase order (s)

The highlighted record is displayed on the edit purchase order screen. Use the Field Descriptions table below to help you edit the fields on this screen.

FIELD DESCRIPTIONS - ENTER/EDIT PURCHASE ORDER

PO Number

The system automatically numbers the purchase orders for you based on the next number information in the Company Setup section. However, you may input any purchase order number you wish, as long as it is not already used.

Select Vendor

Select the vendor you are ordering from, by clicking the arrow to reveal a drop-down box containing all the vendors previously entered in the Vendor file.

Account Number

Enter your customer account number with this vendor. This is the account or customer number given to you by the vendor.

User ID

This field represents the user inputting the purchase order. A drop-down box reveals a list of users previously input under User Maintenance.

Click this button to edit the "Ship To" address if the order is not being shipped to your store.

Click CLEAR to erase the existing information from the "ship to" fields.

Address

This field contains the "ship to" street address for this order.

Address2

This field contains the "ship to" street address line 2 for this order.

City

This field contains the "ship to" city for this order.

State

This field contains the "ship to" state for this order. A drop-down box reveals a choice of states.

ZipCode

This field contains the "ship to" zip code for this order.

Phone Number

This field contains the "ship to" phone number for this order.

Click DONE to save changes to the "ship to" address and return to the purchase order screen.

FOB

This is the "freight on board" This is where the possession of the merchandise changes hands. This field is most often used to show where the shipment is being shipped FROM. For example, if the shipment was coming from Dallas, you would type DALLAS for the FOB.

Ship Via

This is the shipping method the vendor is using to ship TO you. Enter the means by which the shipment is being sent to you. The default comes from the default ship via code in the Vendor file. A drop-down box reveals the possible ship via choices previously input in the Ship Via file.

Terms

This is the payment terms the vendor has given you. Enter the terms of this order. The default comes from the default payment terms in the Vendor file. A drop-down box reveals the possible terms choices previously input in the Terms file.

Due Date

This is the date when the purchase order is due to come in, or the expected arrival date of the merchandise. A drop-down box reveals a calendar where you can select a date or input the date manually using the MM/DD/YYYY format.

Customer

This is the customer requesting this order, if applicable. A drop-down box reveals all the customers previously input in the Customer file.

Location

This is the location associated with this purchase order. When the information is received at the Corporate office, this purchase order will be tied to this location. When adding a purchase order this field is automatically filled in with you location number and name, from the Location file.

NOTES

This area is for any special instructions about the customer and/or location order.

Items Currently Included in this Purchase Order

Model No

This column contains the model number for all the items on this purchase order. A drop-down box reveals ONLY the models input in the Model File for this vendor. The models not sold by this vendor are not displayed.

VendorPartNo

This column contains the vendor part number for all the items on this purchase order.

When this purchase order is received if the vendor part number is not listed as a model record in your Model file the system automatically adds a model record for the new part number.

Unit

This column contains the units for the inventory in this row. For example, if these were living room suites, you might have "SETS" as the unit, or if these were washers, you might have "EACH" for this field.

QuantityOrdered

This column contains the quantity of each model ordered.

OrderPrice

This column contains the price for each model listed. This would be the price for each unit ordered.

Retail Price

This column contains the retail price (or cash price) for each model listed. This would be the price used if you sold this item for cash.

CategoryID

The categoryID column contains the categories for each model listed. The drop-down box reveals all the categories previously entered in the Category File.

ColorID

The colorID column contains the color of each model listed. The drop-down box reveals all the colors previously entered in the Color File.

StyleID

The styleid column contains the style of each model listed. The drop-down box reveals all the styles previously entered in the Style File.

LugDiameterID1

The lugdiameterID1 column contains the 1st lug diameter for each "wheel" model listed. The drop-down box reveals all the styles previously entered in the Lug Diameter File.

LugQuantityID1

The lugquantityID1 column contains the 1st lug quantity for each "wheel" model listed. The drop-down box reveals all the styles previously entered in the Lug Quantity File.

LugDiameterID2

The lugdiameterID2 column contains the 1st lug diameter for each "wheel" model listed. The drop-down box reveals all the styles previously entered in the Lug Diameter File.

LugQuantity2

The lugquantityID2 column contains the 1st lug quantity for each "wheel" model listed. The drop-down box reveals all the styles previously entered in the Lug Quantity File.

OffsetID

The offsetID column contains the offset for each "wheel" model listed. The drop-down box reveals all the styles previously entered in the Offset File.

AspectRatioID

The aspectrationID column contains the aspect ratio for each "tire" model listed. The drop-down box reveals all the styles previously entered in the Aspect Ratio File.

SectionWidthID

The sectionwidthID column contains the section width for each "tire" model listed. The drop-down box reveals all the styles previously entered in the Section Width File.

Rates

There is a column for each payment type's rental rate for each model listed.

Terms

There is a column for each payment type's term of agreement for each model listed.

TotalAmount

This column contains the total amount for each model. The quantity X order price.

Total PO

There is a total listed at the bottom of this screen, showing the total amount of the order.

3. Click SAVE on the toolbar, when all the information is correct.

Print Purchase Order now?

Yes or No

Choose Yes to print the purchase order now or choose No to save the purchase order without printing.

To print the purchase order

AFTER the purchase order has been saved you can print the purchase order from the edit purchase order screen.

1. Choose the purchase order you wish to print.

2. Once the purchase order is displayed in the edit purchase order screen, you can click the PRINT button at the bottom of this screen.

3. Click PRINT.

Remember, there is also a menu option to print purchase orders.
Operation > Purchase Order > Print Order

Some frequently asked questions: (click each question for answer)

•	Where is the BrandID on the edit purchase order screen?

The brand code is directly related to the model for each line item on the purchase order. You cannot choose a model and then change to a different brand in the purchase order editor. To change the brand of a line item, you must choose a different model code.