The article has been updated successfully.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 necessary to be on the screen of the vendor you wish to modify.)
This dialog box will appears.
2. From the Supplier drop-down list, select the Supplier / Manufacturer of the materials by clicking on the company name. E.g. If you order Framerica from Larson Juhl, you will need to select Framerica from the list on the left. Do not assume that all items from Framerica will be downloaded with the supplier Larson Juhl.
3. In the Order From field, select the vendor from which you order your materials by clicking on the arrow. If the vendor is not listed, add them by clicking New Vendor.
a) If you have clicked on New Vendor, a new record will be created in the Contacts file for you and the following screen will appear.
b) As a minimum, enter the Company name and your account number with the supplier. If you have not been assigned an account number, make one up. In order for vendors to link to the Price Codes file, a number must be entered in the Account # field. The account # will appear on the PO. It is also a good idea to identify your vendors in Keywords as a supplier/vendor so check the box for Supplier under the Customer Preferences/Keywords and unmark the General checkbox.
c) Click Done when you have finished entering the data into the New Vendor information screen.
The screen will return to the Supplier Link to Contacts File screen.
5. Click Apply.
FrameReady will find all materials created by the supplier you have selected and will identify the vendor from whom you wish to order them. Your screen will return to the form view in the Price Codes file when completed.
To learn how you can prompt FrameReady to automatically create your Frame Order list and Purchase Orders, read “How Do I create a Purchase Order” article.
Related Articles
- Creating a New Supplier/Vendor record
- Creating a Purchase Order for Products
- Creating Purchase Order for Non-inventory Items
- New Supplier / Vendor
- How do I create a purchase order?
- Create Frame Order button
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Last Updated
15th of March, 2010
