Creating a purchase order

Details

When you want to order stock that is to be sold through Platinum, this stock will need booking into the system. There are two methods to achieve this; either create a purchase order and receive the items in or purchase each item, line by line, using stock movements.

We would advise that you follow this method, and create a purchase order, because this will allow you to enter an entire order and track any back orders with your supplier and has a much better control for the accounts department.

Creating Purchase Orders

There are a couple of different ways a Purchase Order can be created: 1: Manually and 2: By the system.

Creating Manual Orders

• From the Purchase Ordering Main Menu - Select Add or Edit Purchase Orders

• Account Code: Enter the supplier account code
  • To search for an account code tap <Ctrl+F1> to bring up a search box. Enter part of their name and tap Enter or click on [Search]. Highlight their name in the list and tap <F2> or click [Choose]. Note: if only one possible match is found it will be chosen automatically. If so check it is the correct supplier.
  • If this is a new supplier, click [Add] or tap <F6>. Enter their name, address & phone number then tap Escape or click [Done] and Accept the new account.