Purchase Order Body
Purchase Order Header
Date - (REQUIRED) By default the current date will be displayed. If you wish to change the date select from the drop down calendar the date you wish to use.
Purchase Order # - (REQUIRED) The program will automatically generate a Purchase Order # for this Purchase Order. This value starts with the value you put in the setup Invoice settings and will increment by 1 each time you create one, however you may change it before you add the first item. After that it will be saved and cannot be changed
Invoice # - (OPTIONAL) Enter the Invoice number used against this Purchase Order if you generate Invoices from Purchase Orders. If you have checked to create an Invoice from Purchase Orders in the Report Setup then this will be filled in automatically after you save the Purchase Order.
Sales Representative # - (OPTIONAL) If you have users logon when they use the software then by default their userid will be placed here. If however you wish to change it then select from the drop down list the Sales Rep you wish to use, or if not present in the list just add it. It will be added to the list for future use.
Vendor # - (REQUIRED) Enter the Vendor # that the Purchase Order is being applied for or select from the drop down list the Vendor you want to use. If the Vendor does not exist then enter the Vendors Name, it will be added to the list.
Vendor Name - Displays the Vendors name from the selected vendor number.
Discount Rate - (OPTIONAL) If the Vendor gives you a discount when you purchase from him then enter the value here. This applies to the whole Purchase Order minus shipping and taxes. (They are computed after the discount is applied.) Enter the value as a decimal. i.e., 6.5% tax rate would be entered as 6.5 not .065. Make sure you enter the decimal where you want. Entering a value like 65 will be saved as 65%.
Customer # - (OPTIONAL) If you have checked to create an Invoice from Purchase Orders in the Report Setup then enter the Customer # that the Purchase Order is being applied for or select from the drop down list the Customer you want to use.
Last Name - Automatically filled in when Customer # is selected.
First Name - Automatically filled in when Customer # is selected.
Customer Shipping Address - (REQUIRED) If you are using the Customer portion then you must select a shipping address if one does not appear in the field from the drop down list. If the phrase USE MAILING ADDRESS appears then this field will be disabled.
Totals
Displays the running totals for the different items on the Purchase Order.
Buttons
Add - Add a new Purchase Order Item to the Purchase Order.
Change - Change the highlighted Purchase Order Item information.
Delete - Delete the highlighted Purchase Order Item. Unless you have a backup of the data file you will not be able to recover a deleted set of records.
Save - Saves any changes you made and returns to the Main window. (Note if you have checked the Auto-Print box in the Reports Setup this button will display Save & Print.)
Cancel - Cancels any changes you made and returns to the Main window.