Purchase Orders are automatically created based on the products you have on your order, and your default supplier settings. To order items from suppliers, products must be on a quote/sales order as this is the starting point for all transactions through EQ. You cannot skip straight to raising a purchase order.
You only need to input basic information such as required delivery date and all paperwork will be printed or e-mail will be sent (see Supplier > General > Order Method to set up your suppliers for emailing)
Start with Generate Purchase Orders and then read how to Place A Purchase Order.
The procedure is identical for stocked products, as they will be listed on the first Generate Purchase Orders screen but instead of purchase order paperwork being created, a picking list will be created instead. Follow the same steps for stocked products.
See Picking Lists and Stock. |
Once a purchase order has been placed a unique reference number for each order appears on the Purchase Orders tab of the projects screen and the customer screen.
There are several options to placing your purchase orders electronically depending on the products and supplier:
Tradeplace (for Bosch, Neff, Siemens, Electrolux, Whirlpool, Indesit and Philips)
Crosswater (including Crosswater, Bauhaus, Simpson and Adora)
Related Topics: