The Purchases Tab is broken up into six different sections which are:
Purchase Order Default Settings
Note!
Any changes to these settings will not affect existing Stock Purchases.
The settings that are configured will only apply to new Stock Purchases that are created.
E.g. If a Stock Purchase is created when the Show Amounts option is unticked, that Stock Purchase will always have the Show Amounts hidden, regardless if the 'Show Amounts' option is then enabled.
Title - This field is what is printed at the top of the Purchase Order to let the suppliers know you are sending an order.
Delivery Address - Your address details of where you would like the items delivered.
Fields 1, 2, 3 - These fields give the supplier extra details that are the same for each Purchase Order.
Fields 1, 2, 3 (Default Text) - These fields can be used to specify the Default Text that will be entered into Fields 1, 2 and 3.
Top Message - This allows you to enter a message at the top of the Purchase Order.
Middle Message - This allows you to enter a message in the middle of the Purchase Order.
Bottom Message - This allows you to enter a message at the bottom of the Purchase Order.
Show Amounts - This allows you to display the Unit Costs that you expect to pay for your items.
Use Supplier's Codes - This allows you to use the Supplier Codes that are on the Suppliers items. You can't have this option enabled with Use Scan Codes.
Use Scan Codes - This allows you to scan items into a Purchase Order. You can't have this option enabled with Use Supplier's Codes.
Show Stock Codes next to Descriptions - This allows you to show the Stock Item Stock Codes next to the Stock Item Descriptions on the Purchase Order.
Example of a Purchase Order:
Send to Labels – Default Sort Order
When items are received into stock through the Stock Transactions menu, you are able to send these items to the label printer.
Select one of these settings for the default order the items will be sorted by.
Miscellaneous
When this checkbox is selected, it will add more space between the lines within the Purchase Orders’ Items.
This is to enable better access when used from a Touchscreen.
When you enter the Stock Transactions and click Add, these default settings will apply.
Programmable Barcodes in Stock Purchases
Programmable Barcodes are also outlined in the Ishida Uni 5 Interface topic.
Prefix – All barcodes starting with this prefix will be considered as a programmable barcode.
Field 1 – Choose either Stock Code or Department Code.
Field 2 – Choose either Price or Qty.
Position Fields – Enter the starting position for Field 1 & 2.
Length Fields – Enter the length of the fields for Field 1 & 2.
Decimal Point – Enter the decimal point position when using Price for Field 2.
Fees & Rates
When processing invoices from Suppliers, they may charge you additional fees to the items that you have ordered to have the stock delivered to you.
You may need to create a Purchase Category to accommodate these charges.
Go to File > Purchases > Purchase Categories > Add.
You also have the ability to define the tax rates charged against these categories.
The rates are defined on the Sales tab of Global Options.
Purchases
This section will only appear when the Head Office module is enabled in the Licence Gateway.
This section is outlined in further detail within the Inter-Store Ordering - Head Office - Settings topic.
