Difference between revisions of "How do I produce a purchase order for a unit?"
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== Summary == | == Summary == | ||
| − | This article explains how to produce a Purchase Order for a | + | This article explains how to produce a Purchase Order for a unit. This can be sent to a manufacturer or retained for your records. |
== More Information == | == More Information == | ||
| − | Create a record for the | + | Create a record for the unit following the appropriate article: [[Creating a new unit]] or [[Creating a used unit]]. |
* On the {{Tab|Purchase}} tab enter the supplier account code or press {{KeyPress|C-F1}} to [[How do I find a supplier?|search]] for their account. | * On the {{Tab|Purchase}} tab enter the supplier account code or press {{KeyPress|C-F1}} to [[How do I find a supplier?|search]] for their account. | ||
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To reprint the order return to the {{DataPrompt|Purchase Order}} field and press {{KeyPress|C-F4}}. | To reprint the order return to the {{DataPrompt|Purchase Order}} field and press {{KeyPress|C-F4}}. | ||
| − | Complete the | + | Complete the unit details and click {{Button|Done}} and {{Button|Accept}} to save the record. |
=== Purchase Information === | === Purchase Information === | ||
| − | When the | + | When the unit arrives on site you will need to complete the purchase information as usual. |
| − | * For a New | + | * For a New Unit follow [[Creating a new unit#Purchase|this]] article and [[Posting purchase invoices|post]] the purchase invoice into your accounts system as normal. |
| − | * For a Used | + | * For a Used Unit follow [[Creating a used unit#Purchase|this]] article. |
== See also == | == See also == | ||
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* [[Posting purchase invoices]] | * [[Posting purchase invoices]] | ||
| − | {{KB_Tags|create | + | {{KB_Tags|unit, create unit, unit order, purchase, unit purchase, purchase order, new model}} |
{{Guide}}{{KB_VS}} | {{Guide}}{{KB_VS}} | ||
Revision as of 15:59, 16 April 2019
Summary
This article explains how to produce a Purchase Order for a unit. This can be sent to a manufacturer or retained for your records.
More Information
Create a record for the unit following the appropriate article: Creating a new unit or Creating a used unit.
- On the [Purchase] tab enter the supplier account code or press <Ctrl+F1> to search for their account.
- Click into the "Purchase Order" field and press <F4>.
- An order will be created and printed.
To reprint the order return to the "Purchase Order" field and press <Ctrl+F4>.
Complete the unit details and click [Done] and [Accept] to save the record.
Purchase Information
When the unit arrives on site you will need to complete the purchase information as usual.
- For a New Unit follow this article and post the purchase invoice into your accounts system as normal.
- For a Used Unit follow this article.
See also
