Purchase Orders

Purchase Orders (Main Menu / Tasks / Ordering)

Overview

The Purchase order screen allows managing purchase orders. Orders can be generated manually or automatically, or can be imported from file or a device.

Actions

Find - Selects and displays an existing purchase order (see Find Dialog)

New - Creates a new purchase order.

Edit - Edits the current purchase order.

Delete - Permanently deletes the current purchase order.

Save - Saves changes to the current purchase order.

Cancel - Cancels the current operation.

Close - Closes the Families form.

Import - Imports inventory items to reorder from either a file or PDT device (see Import Options).

Print - Prints the current purchase order (see Report Viewer).

Help - Displays this help manual.

Yellow Folder - Displays the Find Dialog to select a Vendor.

Red X - Clears the Vendor entry.

Automatically Generate - Uses the current reorder settings in the product table to generate a reorder for the vendor listed.

Video - Displays a video on using this form (not available on all forms).

Tool Tips - Hover the mouse cursor over any field descriptor to display a brief description.

Single Store Icon - Displays the Find Dialog to select a unique store.

Fields

PLU Number - Enter a valid PLU number to order or press the button to the right to display a Find Dialog.

... (Find) - Selects and adds an inventory item to be ordered (see Find Dialog)

Description - Displays the product description. (read-only)

Qty - Enter the case quantity to order in the unit of measure you purchase in.

Case Cost - Accept or edit the case cost.

Extended - The extended cost calculated as QTY * CASE COST (read-only)

Reorder Formula Selection Dialog

Calculating a reorder based on minimum and maximum stock values.

Formula:

When On Hand / Pack Size < = Minimum Stock + On Order, Reorder = Maximum Stock - On Order - On Hand / Pack Size

Calculating a reorder based on projected needs.

Formula:

Reorder = ((Sales / Weight / Days x (Days Open / 7) x (Lead Time + Days To Stock) - On Hand) / Pack Size) - On Order