Create Order Book


This section is where you will start a new order book for a particular Vendor and also where Special Orders are created.

New Blank Order Book:

Clicking this button opens a blank order book. Here you can enter parts for any vendor. Once you are finished click the save button to exit this screen. The vendor(s) will now be listed in the purchase order book window.

Special Orders Book:

Clicking this button opens the Special Orders section. In here you can create Min/max orders, Seasonal stock orders and Suggested Return orders. Begin by selecting the Vendor in the drop down box and then selecting the type of order to be created.

  • Min/Max:
    If you have set your inventory up with a minimum and maximum order level, you can use this to create a suggested order. Select the type of parts to include, Winter or Summer levels, and then to preview the order click the Preview Order Report button OR to post the order directly to the order pad without previewing click Create Order. Click Cancel to close this window.

  • Seasonal Order:
    This is where you can create large stock orders based on past sales. Also you can use this as an alternative way of ordering if you do not wish to use the Min/Max system. Select the types of parts to include in the order and then select a date range of sales to look at. Check the Deduct Net Available Qty box to have the system remove any on hand qty from the order. To preview the order click the Preview Order Report button OR to post the order directly to the order pad without previewing click Create Order. Click Cancel to close this window.

  • Return Stock Order:
    This is where you can create a suggested return for slow moving or overstocked items. Select the type of parts to be returned, the number of months and a minimum cost. To preview the order click the Preview Order Report button OR to post the order directly to the order pad without previewing, click Create Order. Click Cancel to close this window.

Once the type of order has been selected click proceed to create the purchase order. In the purchase order screen you can change the vendor, order methods, expected date and shipping instructions. To place the items on order, click the Send PO button. To cancel the purchase order and return the items to the order book, click the Cancel PO button. You also have the option to print the purchase order by clicking the Print PO button. To exit the purchase order without sending, click the Save PO button. To exit the purchase order screen without saving any changes, click the Exit PO button.

The lower half of this section is where you can check the status of a purchase order by using the Order Status drop down box. Only active purchase orders are displayed here by default. To search for a specific open purchase order, use the Search drop down box. If you need to find a specific part number, click the Advanced Search Button which will open the Advanced Search screen.