Differences

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--- purchase_order [2021/08/10 14:25] – [View/Edit] gareth
+++ purchase_order [2023/06/20 08:54] (current) – external edit 127.0.0.1
@@ Line 1: / Line 1: @@
 ====== Purchase Order ======
-The Purchase order screen lists all the past present and upcoming purchase orders for the system. The Purchase order is reached by navigating to the stock drop down menu on the left of the screen and clicking the “Purchase Order” option from the drop-down list.
+The Purchase Order screen is used to create and manage your orders to [[Suppliers]]. You can open this screen using the Nav-Bar, either onto the list view, or by clicking the '+' button to load the Add screen.
 ----
-==== PO List View ====
+==== PO List ====
-Clicking on the "Purchase Orders" option will open a list view, this list view will show you all the Purchase orders on the system past, present and upcoming.
+The PO List will display all Purchase Orders in your database. You can use the column headers or the Advanced Search to filter your results.
-''Insert Image Here''
+{{ :polist.png?800 |}}
-from here you can also load or add any of these records, to load the record just double click the record you want to view.  to add a new PO, click the "Add Purchase Order" button.
+Once you've found the Order you wish to view/edit, double click the record and it'll load. To add a new PO, click the "Add Purchase Order" button.
 ----
+==== Adding Purchase Order ====
+To add a new Purchase Order, click the'+' icon from the Nav-Bar, or click the 'Add Purchase Order' button from the list view. From here, you can choose the Supplier you wish to order from, the Stock Site you're ordering to, and various other details such as ETA Date, Notes etc.
+{{ :poadd.png?800 |}}
+You can start to fill in the PO Lines on this screen, or you can save the record and continue this under the Lines tab.
+----
 ==== View/Edit ====
-To view or edit a purchase order double click on the PO you want, that PO record will then open. Here you can view the details of the PO such as it's order and arrival dates.
+Once you have loaded or saved a Purhcase Order, it'll be displayed on the 'Modify' screen, where you can view and/or edit the details.
-''Insert Image Here''
+{{ :pomodify.png?800 |}}
-There are also Additional tabs with linked records for the PO such as the "Purchase Order Lines" tab, you can view or edit the info on these tabs if you wish to.
+To make changes to the lines, use the tabs (detailed below).
 ----
-==== Adding Purchase Order ====
+===== Tabs =====
+==== Purchase Order Lines ====
-you can add a new Purchase Order By Clicking the "Add Purchase Order" button at the top of the PO list view, you'll be taken to the PO add screen. Here you'll need to fill in the required fields such as the supplier number and the stock site you creating the PO for.
+The PO Lines tab displays a list of any [[Parts]] which have been added to the Purchase Order. From here, you can click the pencil or double click the line to edit, click the delete icon to remove the line, or click the 'Add New Line' button to add more Parts.
-''Insert Image Here''
+{{ :polinetab.png?800 |}}
-You can also change the order and ETA dates if the PO is scheduled to arrive on a specific date.
+Clicking Add will open a new pop-up window. Choose the Part you wish to add, enter the details and click 'Add New' to save.
+{{ :polineadd.png?400 |}}
+----
+==== Goods In ====
+When your ordered [[Parts]] arrive, go to the Goods In tab, and mark them as received in order to move them into Stock.
+{{ :pogoodsintab.png?800 |}}
+Click the pencil icon next to the line you wish to edit, and update the Qty Received field to show how many have been delivered. This will then update your Stock records on the chosen Stock Site.
+----
+==== Attachments ====
+The Attachments tab is used to store files against a record. Many screens have an attachments tab, but all function in the same way.
+{{ ::attachments_list.png?nolink&800 |}}
+To add a new Attachment, click the 'Add Attachment' button or drag & drop your file onto the yellow box.
+You can then view and download these whenever you need to using the eye and download buttons on the record.
+To Edit an attachment, click on the pencil icon on the left of the list. This will open up the edit window where you can re-upload it, change the description or change it's privacy settings.
+{{ :attachment_add.png?nolink&600 |}}
+Public and Private attachments are visible or invisible to Mobile users respectively.
+----