Knowledgebase

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 contains a vendor, a message will display asking if you wish to remove the current vendor and enter the new one. Be sure to enter your Account # with the vendor or their company name will not appear in the drop-down list to be selected at a later date. Tax exemption fields in the New Vendor screen (Contacts file) do not apply to the exemption fields on the Purchase Order screen.

2. The Printer icon button will let you create a PDF version of the order to be emailed to a vendor.

3. Auto-create Frame Order is the same as Main Menu > Create Frame Order.

4. Auto-create Purchase Order is the same as Main Menu > Create Purchase Order.

5. The New Purchase Order button creates a new blank order. The PO number and date will be filled in automatically. Item Numbers which correspond with items in the Price Codes or Products file will auto-fill in related fields (Description, Price, etc.).

6. Identical items which are entered on different work orders can be consolidated into a total amount on the PO. Consolidate Order finds all lines with the same item number and Unit then totals the Qty or Footage required. The WO# field for all items will be cleared except items ordered by Chop or Join. After an order has been consolidated, the button will change to display Order Consolidated.

7. Not Placed, Placed and Received radio buttons must be manually selected by the person in charge of the ordering. They are used to identify when the order has been given to the supplier, (Placed) and when the items are delivered (Received). Default setting is Not Placed.

8. The Recalculate button totals the amounts of the order. When entering items manually or removing items, use Recalculate to display the new total.

9. Total is the calculated amount of the Subtotal and Tax fields. This field cannot be modified.

10. & 11. Tax fields will calculate applicable taxes based on the amount in the Subtotal field and the tax rate entered in Main Menu > Set Up Data.


These fields cannot be modified by clicking on them. Taxes will not appear in these fields if you have entered the tax exemption number for your business in the Main Menu > Set Up Data. Each purchase order created after your exemption numbers have been entered will not have taxes applied.

To remove the taxes on only one PO, click in the check box for Tax1 and/or Tax2. The exemption number will appear on the printed PO.

12. Subtotal is the calculated amount of the items listed above without taxes applied. This field cannot be modified.

13. Notes field can be used to indicate information to the supplier (e.g. fillet must fit frame #623). Information typed into the Notes field will appear on the printed PO.