Purchase Order Header
Select + Add from Purchase Orders screen.
Edit or enter information as needed in PO Header
See below for explanations of fields in PO Header
Select Save.
Field | Definition | Field | Definition |
|---|---|---|---|
Status | Proposed, Open, or Closed. Purchase Orders start in Proposed Status. Once PO is placed with Supplier change Status to Open. | Ship By Service Level | Select from drop down. |
PO Number | Non editable field. Pulls number from sequence series. | Discount Amount | Enter a one time disocunt dollar amount that applies to this PO. This amount does not carry over to the inovice. |
PO Date | Defaults to current date. Edit by clicking into field and selecting date from calendar. | Disocunt Precentage | Enter a one time disocunt percentage that applies to this PO. This amount does not carry over to the inovice. |
Reference Number | For use if you have an external PO number. | Total | Total cost of PO. |
Supplier | Company you are ordering product from. | Buyer | Creator of PO. May be changed by selecting drop down. |
Expected Arrival | Set an expected arrival date. Click in to field and use calendar. Optional. | Store Billing Address | Pulls from Store Setup. Can be edited in PO is proposed status. Changes made on the PO do not change the information in Store Setup. |
Ship By | Set a ship by date. Click in to field and use calendar. Optional. | Store Delivery Address | Pulls from Store Setup. Can be edited in PO is proposed status. Changes made on the PO do not change the information in Store Setup. |
Cancel After | Set a cancel after date. Click in to field and use calendar. Optional. | Comments | Enter additional information that does not fit elsewhere. |
Ship by Preference | Select shipping company from drop down, |
Purchase Order Buttons
Button | Definition | Button | Definition |
|---|---|---|---|
+ Add Product | Button used to search for and add products to PO detail. Located in Header and Detail. | View Supplier Discount | If Supplier has Discounts attached to Supplier and Product record, use this button to view. |
Export PDF | Change PO Status to Open and Save. Then select this button for PDF doc of PO. | Save | Located in top right corner and at the bottom of the screen. |
Purchase Order Add Product(s)
Select + Add Product(s), from header or detail.
Enter search criteria to locate product(s).
Select or unselect, Show with term.
Filter by selected terms if applicable.
Select one or more products, by checking the check box, along the left of the items.
Select OK, in the lower right corner, to add product(s) to PO.
Purchase Order Detail Line
Field | Definition | Field | Definition |
|---|---|---|---|
SKU | The system assigned, unique identification number for a product. | Cost | Cost of item, pulls from Product Maintenance. |
Term | If the product is attached to a term the term will display. | Margin | Margin of item, pulls from Product Maintenance. |
Author/Title or Description | Book products display Author/Title. GM products display Description. | Retail | Retail of item, pulls from Product Maintenance. |
Size/Copyright | GM products display Size. Book products display Copyright. | Units Per Package | GM only. Pulls from Product Maintenance |
Type | Displays what type of product: New Text, Used Text, Trade, or GM. | Qty | How many of the product you want to order. |
Color/Edition | GM products display Color. Book products display Edition. | Req Qty | The same as Qty, unless units per pacakge is not 1. Example: units per package is 6 and qty is 2, req qty is 12 (6*2) |
Catalog #/ISBN | GM products display Catalog #. Book products display ISBN. | Total | Total dollars per line. Cost * Req Qty. |
| Info |
|---|
Note: To remove a product line from the purchase order, select the garbage can icon, on the far right of the product line. |
| Status | ||||
|---|---|---|---|---|
|
| Status | ||||
|---|---|---|---|---|
|
© 2021 Nebraska Book Company, Inc. All rights reserved.