Question
How do I manually create a Parts Supplier Order?
Answer
Parts > Purchase > Supplier Orders
This screen allows the creation of supplier purchase orders.
After selecting a supplier the order type must be chosen. An order number and expected date will automatically be generated after accepting the order. If a specific number or expected date is required they can be amended at this stage.
Part number can be added in the Part Number Details area of the screen. Once a part number has been entered and a quantity chosen press ‘Add Part Number’.
For parts that need to be created please see Create/Amend.
To amend a part, double click it, the part will move up into the Part Number Details area of the screen, quantity and cost price can be amended and then press ‘Add Part Number’ to update.
The ‘Cancel Order’ button will delete the order in full.
The 'Cancel' button will close the order and return it to the outstanding supplier orders in the top right hand corner of the screen to be processed when ready.
To remove a part click it once and then press ‘Remove Part Number’.
When any order amendments have been made or the order is ready to be submitted to the supplier the ‘Accept’ can be pressed.
Selecting ‘Yes’ will finalise the order. The order will then be available for transmission to a supplier if applicable.
Selecting ‘No’ will save any changes that have been made and it will stay as outstanding.
At this point a print of the order is available. The print preview will be displayed on screen and a printer can then be chosen.
Once an order has been finalised it is available in Receipts.
If the supplier chosen is an internal supplier, the order will be sent automatically and will not be available in receipts until processed by the supplier.