These are general instructions only for the most common way Purchase Orders are used and do not include all fields and settings for Purchase Orders. For purchasing to a job, assembly order or sales order refer to the article on 'How to create a Purchase Order to an Order'. Refer to the Ostendo Help menu for an explanation of all fields. Follow the process outlined in the Standard Operating Procedures and User instructions for your specific company requirements.

  • Go to Purchasing>Purchase Order to open the Purchase Order screen
  • Press Add to create a new Purchase Order
  • Type in the Supplier Name or Lookup the supplier list by pressing F3 or the magnifying glass option.
    • The writing pad option will enable you to add a new supplier but do not do so until you have properly checked that the supplier does not exist, and unless you have the authority to do so.
  • Enter the appropriate Order and Required Dates.
  • Select the appropriate Purchase Type.
  • Press Create Order to create a new Purchase Order.



  • Fields of note in the Purchase Detail tab
    • Tracking Code (if applicable).
    • Site Name (in a multi site environment this will default the receipt warehouse and location).
    • Buyer.
    • Notes.
    • Deliver To address whether company site or drop ship to customer or another supplier.
    • Supplier contact (in the Additional Customer Details button).
    • Default Allocation Type if purchase order is for a job, assembly order or a particular cost centre.


 

  • In the Purchase Lines tab enter the line items for the Purchase Order by pressing F5, the Add button or by using the Speed Entry order.
    • Purchase lines can also be entered by using the Lists, Items, Descriptors, Kitsets, Catalogue Items and Matrices (if applicable) icons at the top of the Purchase Order screen.


  • Fields of note in each purchase line are;
    • Code Type.
    • Code.
    • Description (usually only needs to be modified if the line is for a non stock item, ie Descriptor).
    • Quantity.
    • Correct Unit (if multiple stocking units of measure are used).
    • Unit Price as buy price.
    • Line Notes.
    • Required Date (if there are different Required Dates for different line items).
    • Line Allocations tab if each line is for a different job, assembly and/or inventory. (For purchasing to a job, assembly order or sales order refer to the article on 'How to create a Purchase Order to an Order').




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