How To: Create a Purchase Order from the Reordering Screen

  1. Open a Stock screen (show me how).
  2. Open the [ Reordering ] tab.
  3. Use the filters to limit the stock items returned, make sure you select a supplier.
  4. Click 'Go'.
  5. Sort the grids using Ctrl+D in the potential column.
  6. In the grid green-select the items to be re-ordered.
  7. Enter quantities to be re-ordered in the Qty to Order column of the grid.
  8. Right click on the grid and click 'Create Purchase Order'.
  9. Click 'Yes' to use the selected supplier.
  10. Press Alt+E or click the green triangle icon is the buttonbar's EDIT button to enter edit mode.
  11. On the Purchase Order amend (as required) the:
    • Quantities
    • Unit Prices
    • Required date
  12. Move to the [ Delivery Address ] tab.
  13. Check the delivery address and make any changes as required.
  14. Press Ctrl+S or click the disk icon is the button bar's SAVE button to save the Purchase Order
  15. Press Ctrl+P or click the printer icon is the button bar's PRINT button to print the Purchase Order

See Also

Did you find this article helpful?