Knowledgebase

Purchase Orders

There were 22 articles found in this category:

1. Purchase Order File Relationships
   The Purchase Order gives you the option to view and edit your vendor shopping list before printing. It also works in conjunction with the automatic inventory system to display Quantity On Hand and Footage or Quantity required. Items received on the order can be put into inventory directly from ...
2. Purchase Orders File Form View
   1. New Vendor creates a new record in the Contacts file in order to enter the information for a vendor who is not currently in your database. If you are viewing a blank Purchase Order, the new vendor will be entered automatically. If you are viewing a PO which already ...
3. Items to be Ordered Section
   Items on the printed PO are listed alphabetically by type or Unit, then by Item Number. Items on the screen appear in the order in which they were entered. 1. Accept All receives all items on the PO, adds the amount received to the Qty OnHand and changes the button from Accept to Updated. 2. ...
4. Purchase Orders File List View
   Clicking the Find All button shows every PO ever created. Sort each column by clicking on each underlined word, i.e. PO#, Date, Vendor, Status, etc. 1. Clicking Find Back Ordered finds all line items on back order and presents a list to be viewed or printed. 2. Clicking Merge Two PO's Together ...
5. Omitted Vendors
   The items for the omitted vendors are temporarily stored until you Create Frame Order again. The items will not appear on the Frame Order but will be included on any PO's created for the omitted vendor.
6. Adding a Processed Work Order to Frame Order/ Purchase Order
   If you wish to include a previously processed work order in the next printing of a frame order, (i.e., a frame moulding that was back ordered and needs to be reordered) then do the following: 1. Find the work order you wish to add to the frame order using Work Order file > Find. 2. Click the ...
7. Adding Supply Items to a Frame Order/Purchase Order
   You can use FrameReady to list additional supply items to a framing order (e.g. ATG tape, screws, wire). 1. Find the item in the form view of the Price Codes file > Find. Tip: To pre-enter all of your supplies, go to the Price Codes file > Supplies side bar button > New. Enter all of yo ...
8. Manually Adding An Item to a Purchase Order
   1. Click in the next available item number field and type in the exact item number for any item in the Price Codes or Products file. 2. Press the Tab key to move to the Qty field. The amount of stock currently on hand will automatically appear in the Qty OnHand field. 3. In the Qty or Footage f ...
9. Creating a Purchase Order for Products
   1. Click Main Menu > Create Product Order button. This accesses information from the Products file and automatically enters any items that have fallen below the specified Threshold. Artwork entered on the Work Order file using the Special Order button or the Special Order for this Customer si ...
10. Creating Purchase Order for Non-inventory Items
    1. Go to Main Menu > New Purchase Order. A new record in the Purchase Orders file appears. 2. Fill in the correct line Item Number, Qty, Unit and Price. 3. Select the Company to which the order will be sent, using the blue arrow box or by clicking the New Vendor button (if they have not been ...
11. Creating a New Supplier/Vendor record
    1. Go to Main Menu > New Contact. Or Contacts file > New Contact button upper right hand corner. 2. Type the company name, address and phone numbers. When entering information about the suppliers from whom you purchase, you must enter your account number into the Account # field. If you ha ...
12. How to print a Frame Order list for supplliers
    This report provides a list which can be sent to the vendor to order your supplies or used in-house. This report may be emailed as a PDF file, faxed or printed for in-house use. This is the simplest way to create your vendor shopping list. HOW TO PRINT: 1. Main Menu > Create Frame Order. 2. ...
13. Print a Purchase Order with Cut List
    The Create Frame Order button compiles the PO and cut list. The PO can be adjusted on-screen before printing. Items ordered by length which are the same can be consolidated to a one line entry. A Cut List is also complied for moulding, mats, glass and mounting. Several companies can be batched o ...
14. Frame Order vs Purchase Order
    There are two different ways of ordering supplies. It is possible to use both or select only one. Frame Order The Frame Order is a list of the required materials needed for all the work orders that were created since the last Frame Order. All items on a work order are automatically added to the ...
15. Setting up the Purchase Order feature
    FrameReady can be set up to automatically create your order list for individual suppliers. It can also add or remove inventory from the PO. Before creating your first PO, you must complete the steps listed below. 1. In the Price Codes file (form view) > Order From side bar button. (It is not ...
16. How do I create a purchase order?
    The article has been updated successfully. Purchase Orders can be created for your framing materials when you run the Create Frame Order function. The program will compile the materials and assign them to PO, based on the vendor selection that you have chosen for those materials in the Price ...
17. Create Frame Order button
    The article has been updated successfully. Purchase Orders are created through Create Frame Order button on the Main Menu. 1. Go to Main Menu > Create Frame Order. The Frame Order dialog box appears. 2. Leave Date fields blank to select all incomplete work orders if you do not want to s ...
18. How can I tell how profitable I am with certain suppliers?
    Use the Moulding Usage by Supplier Report which shows wholesale cost and retail prices of the mouldings used during a defined time period. This generates a report of moulding - in the Work Order file - sorted by Supplier listed in the Price Codes file - used in a found set - based on a date rang ...
19. Adding a Supply Item to a Frame Order
    To add an item in the Supply Group to the frame order, do the following: 1. Go to Auto Inv tab. 2. Enter the quantity to be ordered in Reorder. 3. Enter 0 in Qty. 4. Enter 1 in Threshold. 5. Uncheck the On Order box (if checked).
20. When placing an order, if you have very small orders, such as matboards, can you merge together to build up an order and save on shipping fees?
    Yes. This is a great way to save on shipping costs when you have different vendors from whom you can order your mats. To do this, you need to use the Purchase Orders in FrameReady. Once you have created the purchase orders you need for the week, they will appear in a list view. 1) Use the &ldqu ...