Processing Purchase Orders

In this procedure you work with an open purchase order that was created when you either

An open purchase order has not yet been communicated to the supplier, so you can still add parts to it or remove parts from it. Once the purchase order is placed with the supplier, it can no longer be changed.

You can place a purchase order with a supplier in any of the following ways:

by email to the supplier
by printing the purchase order

Tip: If you have a fax modem installed you can print to your fax printer which will allow you to directly fax out of the software to your supplier.

Note: In the Franchise and Enterprise Editions of the software, you can also purchase or transfer from other locations in your organization. Transfer orders work in the same way as purchase orders, until the shipment is received. The difference is that the shipping location does not generate profit on transfers.

To process an open purchase order:

On the Purchases window, expand the tree to display the Purchase Orders node.
Select the purchase order you want to work with.
Click Update. The Purchase window displays a list of items and quantities included in the purchase order.
Select one or more items to work with. Click Select All if you are processing all the items in the purchase order.
To update items, right click and choose Update Line. This will allow you to modify details such as ordering quantity.
To remove items, right click the item and choose Remove.
To Print the Purchase Order click Print.
To export the purchase order to Michelin's BIBNet format, click Send Order and then select Export and then click Michelin. You can then save to file or email the file directly.
To place the purchase order, click Send Order, and choose Email or Mark as Placed.
The purchase order is moved to the Placed Purchase Orders node of the Purchases Manager, where it waits until the shipment is received from the supplier.