Purchase Orders

Purchase Orders

Purchase orders are open or closed orders from Suppliers for the purchase of goods for e.g. parts, equipment, materials or refrigerant. Purchase orders can be viewed under the Purchases header, located at the top pf the main page. This screen will show all orders and there current status. From this screen you can also create a new purchase order.

When creating a new purchase order you have a number of tabs that you can fill in but not all are required depending on the purchase order you are creating.

General – This is where you will input your Supplier name, Supplier contact, Delivery address and Order date.

Parts – To add Parts to this order you will enter a Part number, Quantity required, and the Unit cost.

Equipment – To add Equipment to this order you will need to add the Make/Model, Quantity required and the Unit cost.

Materials – To add Materials to this order you will need to add a Description which is a free text field, a Material type and a Cost. Think of Materials as a miscellaneous item.

Refrigerant – To add a Refrigerant to this order you will need to add a Supplier Part number, Weight, Quantity required, Unit cost, Due date, Return by and a Late fee.

Summary – The summary screen gives you a breakdown of the Parts, Equipment, Materials and Refrigerant costs and gives you a combined total for the order.

Files – This is where you can attach a file to the purchase order should you wish to.

Comments – if you need to leave any comments or special instructions on this purchase order you will leave it in this tab.

Once you have filled in the relevant tabs for your purchase order you can then press place at the bottom of the page and then view the order should you wish to.

The purchase order is then ready to be booked in via a goods received note once you receive the items.

Related Articles