The purchase orders module allows you to create quotes, either for a job, or a general purchase order quote, that is not attached to any job. When we create a quote, no transactions are created for any other ledger. We can enter a quote in the system, when we receive them from our suppliers. The User has the ability to enter the quote and if accepted a Purchase Order can be created from the quote.
1. Open Purchase Orders
2. Click New
3. Click Quote as the Transaction Type
4. Click New as the Operation Type and click OK
5. Choose a Supplier, and click OK and the Quote header window will be displayed
6. Ensure the Ship To details are correct
7. Click on the Details tab
8. Ensure the New Line Type is Inventory
9. Click on Add Ln
10. Click in the Product
column, then right click
Right click is the Lookup facility.
11. Choose a Product, and
click OK
The product details will be displayed
12. Enter the Quantity Ordered
13. If the item that you are ordering has multi dimensions then an additional screen may be displayed which will require the entry of Lengths, Breadths, Depths and Take-off factors. This screen will then capture the total quantity and return it to the main entry screen.
14. Enter the Price that
has been quoted
Notice that the Budget and Text/Retention tabs are greyed
out. This is because this purchase order/quote is not attached to a job, and
therefore not restricted by a budget
15. Click OK to save this quote
16. Click Cancel for the Next Supplier box, and Cancel to close the Create Purchase Order Quote window
17. Click the Refresh button
18. Double click on the
Current folder, in the left hand side of the window, then double click on the
Quotes folder
you will see the Quote that was just entered, if you click on
this, the details will be displayed on the right hand side.
19. Right click on the Quote, and choose Properties will allow you to amend the quote