How do I produce a purchase order for a unit?

Summary

This article provides the links to configuring unit Purchase Order Processing, creating orders and processing orders.

More Information

Units: Unit is a general term used to cover all types of vehicle and machinery, including items such as motorcycles, scooters, cars, trucks, vans, caravans, motorhomes, boats, tractors, ATVs, agricultural equipment, wholegoods and construction equipment.

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

• Creating a new unit
• Creating a used unit
• Posting purchase invoices

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Keywords AND Misspellings

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