Registering vendor orders
Go to Purchase/Vendor orders to register and manage vendor orders.
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Creating vendor orders
Use the New order (Plus) icon to register the vendor orders.
You can specify the data of the vendor during order registration. Select the name of the vendor, and the rest of the data will be inserted automatically. This requires correct data in the partner master.
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If you order from a new vendor and the vendor’s data are not available yet, there is no need to enter the partner master and register the vendor data there. You can register the vendor data while creating the voucher. Click on the + sign at Vendor to register the new vendor.
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An order can be associated with a delivery due period, a department, a job number, and a project. These data are filled out automatically if you are logged in as a user and the applicable department and job number had been associated with your user privileges. If necessary, you can tick the Voucher without Sales tax box. If you tick the Activate box and the voucher is saved, its items will change statuses from Ordered to Incoming.
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Use the Items tab to register applicable products to the vendor order. Click on the New (Plus) button to add items.
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Upper and lower notes can be associated with a voucher too. You can type these notes while registering the voucher. If you had populated the upper and lower notes section in Master data, just simply select the applicable notes.
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A vendor order is a customizable voucher. Customization takes place by editing the voucher templates.
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When you are done with creating the vendor order, click on the Save and close button to save the order. Printing can be initiated from the list of vendor orders.
A confirmation window shows up if you click on the Save and print button. You can modify the template, the number of copies, the printer, and if the vendor order should be printed right away.
If the remote printing option is activated: when you click on the Print and save button, the Save and remote print option becomes available too. Enter the email address of the partner. Then, for letting you print your own copy, a print window appears too.
If you click on the Save and new button, everything happens the same way as when using the Save and close option. There is a difference though: the window does not close. Instead, a new window opens and you can proceed with registering vendor orders.
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Print preview of a vendor order:
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The program provides the possibility to issue warehouse intake vouchers or incoming invoices from exisiting vendor orders.
Next steps:
