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<< Click to Display Table of Contents >> Navigation: Projects > Purchase Orders |
Any columns displaying a * in the column heading have right-click options. Ensure you have expanded the screen so you can see all options. See Customise the screen. |
The Purchase Orders tab lists all purchase orders that have been placed for all customers. By default they are listed in order reference order with the newest at the top.
Due to the nature of purchase orders you are likely to have multiple entries for the same order and the same customer so it is recommended that you apply a filter to the list to see a more concise view. See how to use find and filter.
A new addition is the filter "Placed by" so you can narrow the orders down to show just those placed by a particular user.
Right-click P/O Ref.
Right-click the purchase order reference number for this menu:
Notes
Record notes here relating to the purchase order. They appear in the Notes tab at the bottom of the screen. Ensure you have the expand options enabled.
Record Supplier Confirmation
If your supplier confirms they have received the delivery, record the date, their reference and any notes here.
When the delivery is received book in the goods here.
Record a supplier's invoice against your order. Doing this completes the "Actual" column of the costings screen. Repeat to add more than one invoice.
Record a supplier's credit note against any products on the order here. Repeat to add more than one credit note.
Click to make changes to any delivery details and add notes for the purchase order.
Reprint Order
Print or preview the purchase order. It will display the words "Amended" on the paperwork unless you have disabled this in system setup.
View Email
If the purchase order was originally e-mailed rather than printed click this to view the contents of the order in email format (HTML) as it would have been sent originally.
Cancel Order
Click to cancel the whole order or select items from the order to cancel. You will have the opportunity to print a cancellation order sheet, but you do not need to print it. You will now be able to change the items on the sales order and then place the orders again if required.
Flags... >
Flags allow you to mark label an order for a particular reason (e.g. an order temporarily on hold) with the advantage that you can filter by flags. Hover your cursor over Flags and click Flag Setup to label the flags. Click Clear Flags to remove a flag from the selected order.
Right-click Order Ref
This right-click menu is the same across all quote/orders and is a shortcut to many options.
Right-click Name
This right-click menu is the same as right-clicking on a customer's name in the customer screen.
Further Options
Searching and Filtering
See the Projects overview for how to search and filter data.
Export to Excel (or CSV)
Click to export the current projects screen view to an Excel spreadsheet. The spreadsheet opens automatically so you can edit and save as required. If you have filtered the list the export will be the filtered list too. Note you cannot re-import the spreadsheet data back into EQ.
By default exporting to Excel requires MS Excel 2013 and older to be installed on the same PC as EQ and requires a compatible version of Excel. In EQ version 14 you can select to export as CSV which will save your file and open in any compatible spreadsheet program. See Tools > Customise > Project Tabs > tick 'Use CSV format for all Excel exports'
Print List
Print the current list view. If you have filtered the list the print out will be the filtered list too.
Select Columns
Show a list of column headings you can add into the current tab. Place a X check mark by title to display the column.
You can re-arrange the columns by clicking on the column heading and dragging it with the cursor to a new position and then releasing the mouse button. You can change the column width by clicking and dragging the dividing line of a column.
Batch Printing with a Filter
If you apply a filter to the projects screen you can work with the filtered list (i.e.the matching records) and do some batch commands on them. The commands you see vary depending on which tab you are on. For example (on sales orders) you can locate all orders requiring an acknowledgement and filter them all by date and print all acknowledgment
1.Select some criteria and apply a filter
2.Go to the Projects menu on the top menubar
3.Pick Sales Orders... and select a print command. Or you could flag a batch of orders or export it to Excel