First enter the Suppliers name or create a new Supplier if they don’t exist.
Defaults to current date but can be altered if needed.
If ordered goods have been received along with the invoice enter suppliers invoice number.
Tick this option if you want this Purchase order to appear on a Capricorn reconciliation report.
If parts have been entered into the system with a barcode, a scanner be used for selecting those parts. OR use this field to manually type the bar code in then hit the enter key.
This will default to excluding GST or including GST depending on default settings in company settings however it can be changed whilst creating the Purchase.
Enter how many of this product is being purchased, for oils partial quantities can be enter for example 1.5
Unit price of this product
If no GST applies to the product choose No GST.
If unit price is not known a total can be entered which back calculates to automatically populate unit price.
This message will be printed on the lower portion of the Purchase order, usually for any special instructions for the suppliers.
If freight is applicable enter the amount.
Rounding will NOT be applied automatically. If the Suppliers invoice contains any rounding amounts it can be entered manually to get correct invoice total.
Once all parts are entered & estimate amounts are correct click the save button to produce a purchase order which can be printed or email to supplier.
If all parts & costing details are correct & you have suppliers invoice “Save & receive” button finalises the purchase order Note: suppliers invoice number must be entered.
Add a payment to the Purchase Order.
This will allow you to Cancel the Purchase Order entirely, you will not be able to undo this.
Print a copy of the Purchase Order.
Email a copy of the Purchase Order.
Edit the Purchase Order (If not yet Received).
Cancel the Purchase Order and update it (If marked as Received already)