• Click on ‘Purchases’
• Select ‘Purchase Orders’
• Click ’Create New’
• Enter ‘Supplier’
• Enter ‘Supplier Invoice’ if available
• Enter ‘Order Date’
• Select ‘Parts’ that have been purchased
• Enter pricing
• Enter ‘Notes’ if applicable
• Click ‘Save’ or ‘Save & Receive’

The Purchase Order doesn’t need to be received for you to add a Payment. So you can pay a deposit for a big part prior to receiving it if required.

Option 1

• Navigate to a Purchase Order
• Click the ‘Add Payment’ button
• Enter payment information
• Click ‘Create Payment’

Option 2

• Click on the ‘Purchases’ menu and go to Payments
• Click ‘Create New’
• Select a Supplier
• Enter the payment information
• Tick which Purchases are being paid for, this will automatically total up the payment amount
• Click ‘Save’

Option 3

• Click on the ‘Purchases’ menu and click on ‘Purchase Orders’
• Search for the PO
• Click on the $ on the right hand side
• Enter the Payment information
• Click ‘Save’

• Click on the ‘Purchases’ menu and click on ‘Purchase Orders’
• Click ‘Create New’
• Enter Oruchase Order information
• When selecting a part code there will be am ‘Add new Part’ button click on this and enter the new part information
• Click ‘Save’ and continue entering in the PO

• Ordered – a purchase order has been entered as an order and stock hasn’t been received. You can make changes to the Order
• Received – Not paid – a purchase order has been entered and you have received the stock but you are yet to allocate a payment to the PO
• Paid – a Purchase Order has been entered and a payment has been allocated to it
• Cancelled – a purchase order has been entered, but it has since been cancelled

• Click on the ‘Purchases’ menu and click on ‘Purchase Orders’
• Search for the PO
• Click ‘Edit’
• Make changes and click ‘Save Order’ or ‘Save & Receive’

• Click on the ‘Purchases’ menu and click on ‘Purchase Orders’
• Search for the PO
• Click ‘Amend’
• Make the required changes
• Click ‘Save’ or ‘Save & Receive’ depending on which status you want to leave the vehicle in

• Click on the ‘Purchases’ menu and click on ‘Purchase Orders’
• Search for the PO
• Click ‘Receive’

When processing purchase orders you can select which PO’s appear on a Capricorn reconciliation report so you can match it up with your Capricorn statement.

• To select a Purchase order to appear on your reconciliation report:
• Navigate to Purchases
• Click Purchase Orders
• Create New
• Select a Supplier
• Enter Purchase order information
• Tick ‘Capricorn’
• ‘Save and Receive’
• Run the reconciliation report by going to:
• Reports
• Purchases by Capricorn Supplier
• Enter a date range
• Click PDF or Excel to generate the report
• The report will generate a list of the Purchase Orders that were ticked with Capricorn with a total under each supplier and a total at the end of the report

• Click on the ‘Purchases’ menu and click on ‘Purchase Orders’
• Search for the PO
• Click the ‘Email’ button
• Make any changes required to the email
• Click ‘Send Email’