Purchase Orders

Adds a Purchase Order to the list (upper panel) and adds a Commodity to the list (lower panel).

Deletes a Purchase Order from the list (upper panel) and removes a Commodity to the list (lower panel).

Exports a CSV file with the table view contents (opens in Excel).  Applies to the Purchase Order list (upper) & the Commodity list (lower).

Type into the box and the system will search automatically based on the menu selection to the right (click and use the pull down to select which column to search). Delete the text to remove the search.

PO Number

This is the Purchase Order number stored against the PO, this is generated automatically but can be modified by double clicking on the cell.

Supplier Code

This displays what the supplier is stored against the Purchase Order, this can be changed by double clicking on the cell and selecting a Supplier from a drop down menu. Suppliers are pulled in from the Suppliers section of the software.

Supplier Name

This displays the Supplier Name stored against the Purchase Order. The Name is automatically populated based on the Supplier Code.

Delivery Date

This displays the Date when the Purchase Order is going to be delivery to site. This can be changed by double clicking on the cell and selecting from a calendar.

Order Reference

This displays the Purchase Order Ref, it can be changed by doubling clicking on the cell.

Status

These are the different Statuses that a Purchase Order can have:

• Created. This is the status of the Purchase Order when it has been created in the system.
• Pending. This is the status of the Purchase Order when it has been scheduled down to the WMS program. To schedule the Purchase Order, right click on the line and hit Schedule.
• Begin Process. This indicates that at least part of the purchase order has been received but the order has yet to be fulfilled.
• Awaiting Verification. Indicates the order has been processed but now need to be verified by a supervisor.
• Received. This status is displayed when the Purchase Order has been received and completed.

Notes

This is for any Notes that you may need to add against the Purchase Order, you can edit this cell by double clicking on it.

Created By

This field displays the name of the User who created the Purchase Order.

Date Placed

This displays the Date in which the Order was placed, it can be changed by double clicking on the cell and selecting a Date from a calendar.

Payment Terms

This will detail any payment terms that have been agreed with the supplier.

Shipping Terms

Details of any shipping terms that have been agreed with the supplier.

Site

This indicates which site in the facility the goods can be delivered to.

Trailer

This field displays the trailer number collected when processing a purchase order on WMS.

Seal No

This information is also gathered when processing a purchase order on WMS.

Commodity Code

Displays the Code of the Commodity that is assigned against the Purchase Order, you can select a different Commodity by double clicking on the field and selecting from a drop down menu.

Commodity Name

This is the Name of the Commodity, it is decided upon by the Commodity selected in the Code column.

Quantity

This is the quantity required for the selected Commodity and is the quantity that will need to be received.

Cost

This is the cost of the Commodity per Unit, this is automatically pulled in when you choose a Commodity but can be changed by double clicking on the cell.

Units

This displays the Units that are stored against the Commodity, this can be changed by double clicking on the cell.

Notes

Displays the purchasing notes from the commodity screen.

Code

This displays the Code of the Commodity that has been received against the Purchase Order.

Description

Displays the commodities description.

Lot#

This is the Lot Number that has been assigned to the item that was received.

Quantity

This displays the Quantity of the item that was received into stock against the Purchase Order.

Unit

The units of measurement the item was received as.

User

This displays the User that received the item.

Timestamp

This is the date and time in which the item was received.

Cost

The amount paid, per unit, for this particular lot.

Supplier Lot

This displays the supplier’s lot number.

Moves cell down.

Moves cell right.

Hold down to select multiple rows.

Cancels transaction.

Edit Cell