The Purchase Order module creates purchase orders based on parts added to a job in the Job Edit screen.
There are several actions required to get the best out of the pusrchase order system:
| 1. | Enter the supplier(s) into the supplier database |
| 1.1. | The Purchase Order module has it's own associated supplier database. Suppliers need to be added to enable purchase orders to be created |
| 2. | Enter parts into the parts database |
| 2.1. | Parts database now has additional options to associate supplier and costs |
| 2.2. | Assign suppliers to the parts along with their buying costs |
| 2.3. | Parts that are added to the parts database can be assigned multiple suppliers and each supplier can be given a different buying price. One of those supplier must be assigned as the "preferred supplier". This supplier and associated buying price will be the default used when the purchase order is created. |
| 2.4. | If a part is added that has no preferred supplier assigned, it will be added to a list under the title "NO SUPPLIER ASSIGNED", from here you can assign a supplier and a price. Once saved the part will then be listed under the newly selected supplier. |
| 3.1. | No changes to the way parts are added or removed |
| 3.2. | A purchase order is linked to a specific job, the Purchase Order (PO) number is made up of the job number + a sequence number (e.g. the first PO for job 475 will be: "475-1", then "475-2" for the second etc.) |
| 4. | complete the PO and print. |
| 4.1. | If a part that is added to a job has a preferred supplier, then that part will automatically be added to that suppliers purchase order. |
| 4.2. | If the supplier purchase order is "complete" i.e. already sent, then additional parts added to a job for the same supplier will be added to a second purchase order. |
