Supplier Dockets
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Creating/editing the supplier related documents (Purchase Orders)

Steps 1-3
Step 4
Receiving the products
Step 5-6

Steps 1-3

The very same procedure as described before (CREATING THE CUSTOMER RELATED DOCKET chapter) is applied to entering docket addressed to supplier, Purchase Order (but, of course, it is calculated differently since you are receiving products and adding to your stock, and you are paying to supplier). Steps 1-3 are being made exactly like they are done in previous chapter.

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Step 4

Fig.18a. Docket/ Stock

This step is slightly different. You still can add the products to your Purchase Order by selecting them from the list (Add... button). But you can also use Auto Add button.

Auto Add is automated function. Tapping it will cause system to search the database for the supplier you indicated on early steps; it will detect the products by this supplier and add them to the list if their quantity in stock is lower than Reorder Level (you have defined it in CREATING NEW PRODUCT RECORD chapter). The quantity of order is set by Reorder Qty (again, you have defined it in CREATING NEW PRODUCT RECORD chapter). Once the products are added into docket, you can edit/delete them in the list.

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Receiving the products

Fig.18b. Receiving the products

After you finished adding the products to docket, you can proceed to next window or (if you have already received the products), tap Received Stock... button. In Received Stock window Receive... button allows to receive the product per item while Receive All button receives the whole list. The products received are automatically added to your stock once you have confirmed the operation.

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Steps 5-6

Steps 5-6 are again being made exactly like they are done in previous chapter (CREATING THE CUSTOMER RELATED DOCKET).

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