The Information Area is where details that are not related to the Stock Items themselves are entered.

Details can be added here which apply to the Invoice itself.

 

Purchase Type – Select Purchase Order from the drop-down menu.

Supplier – Enter the Supplier Code or search for the supplier in your database to be added to the transaction.

Address & Contact Details – These fields will only contain data if the data has been entered against the supplier record. You cannot add or modify data within these fields from this screen.

Order Date – The date will automatically be filled in for “todays” date by default, but this can be changed.

Stock Process Date – Select a date that the stock will be processed into your Stock database. By default it will change to the current Date/Time it is actually processed. This can be changed by selecting the date you want the process to be recorded.

Purchase Order No – The Purchase Order number will be allocated consecutively.

Invoice Number – This field is mandatory if you want to process the stock.

Details – This field can be used to add a note to the Purchase Order that you want to retain.

Location – Only one Location can and must be selected using the drop-down menu.

Tax Inclusive – Checkbox to toggle the ordered amounts as Tax Inclusive or Exclusive.

Options – Changes the window display to allow you to enter more information to the invoice.

 

 

The Items Area allows you to enter in details of the Stock Items you want to purchase from the supplier.

By pressing the Enter button you will move through each column from left-to-right.

 

Stock Code – This column will detail the Code that you use in Idealpos for this item. This code is unique and is unable to be used for other items.

Supplier Code – This column will display the Code that the supplier uses to record this item in their database. This code is usually unique to suppliers.

Description – This column is the description of the Stock Item.

Quantity – This column must contain the quantity of each stock item that you want to purchase.

Stock On Hand – This column will display the current quantity of each stock item that is recorded in the database.

Unit Cost – This column is the cost of a single unit of the goods that have been supplied previously.

Disc % - This column will enable you to enter any discounts that have been applied to the stock items from the supplier.

Tax 1 – This column is used to designate the tax type used on the stock items from the supplier.

Total – This column will display the total of the Quantity field multiplied by the Unit Cost field.

Last Cost – This checkbox can be selected to update the Last Cost of the stock items being processed. Reasons for not selecting this checkbox might be that the last figure is well below what you normally pay, and you don’t wish to adjust your profit figures due to a special discount from a supplier.

 

 

When adding a Stock Item to the Purchase Order, you can enter the Stock Code if you know the Stock Code and press Enter - the Item will be added to the Purchase Order.

Alternatively, you can press the drop-down arrow button within the Stock Code field to display a list of Stock Items.

 

 

When pressing the drop-down arrow button, the Stock Items screen will open which can be used to search for the Stock Item(s) you want to add to the Purchase Order.

 

 

A single item can be added by simply searching for the Stock Item, selecting it, then pressing the OK button on the bottom-right corner.

Should you want to add multiple items at a time to the order, press the "Multi Select" button on the top-right corner of the window.

 

 

The Stock Item Search screen will then open in Multi Select mode as shown in the below example:

 

 

Note that some buttons in the Stock Item Search window are unavailable in Multi Select mode (e.g. Copy, Promotions, Supplier Codes, Alternate Codes, Locations, Enquiry and Modify are unavailable on the Multi Select screen).

When using the Multi Select search screen, multiple items can be added to the Stock Receive all at once.

The following methods are available to select multiple items at once:

 

Select All Items - All Stock Items can be selected via the “Select All” button at the bottom of the window. This button is useful when used in combination with the “Supplier Items Only” checkbox, which can be used to order all items from the selected supplier. This button can also be used when filtering the Stock Items screen to Select All Items shown using the current filter.

 

 

Select multiple individual items – Multiple individual items can be selected by holding down the CTRL button on your keyboard and clicking on each Stock Item that is required. The items clicked will be highlighted.

 

 

Select a range of items – A Range of items can be selected all at once. First, click on the first item in the range, then hold down the SHIFT button on your keyboard and press the last item. The first and last items clicked, as well as any items in between will be selected.

 

 

Once the required items have been selected, press the "OK" button on the bottom-right corner of the Stock Items window to add those selected items to the Purchase Order.

 

Alternatively to the Stock Code, you can use the Supplier Code drop-down arrow to display list of Stock Items and Supplier Codes that are associated with the Supplier that has been selected in the current Purchase Order.

 

 

After clicking on the Supplier Code drop-down arrow, a list of Stock Items with the Supplier Stock Codes are displayed.

Items can be added to the Purchase Order by either selecting the item then pressing OK on the bottom-right corner or by double-clicking on the item.

Note that when using the Supplier Stock Codes window, multiple items cannot be selected and added to the Purchase Order at once.

Also note that if a Supplier has been entered in the Purchase Order, the Supplier name displayed in the Supplier drop-down list will be locked.

However, if a Supplier hasn't been entered in the Purchase Order, any Supplier can be selected from the Supplier drop-down box.

 

 

At the bottom-left side of the Purchase Order window, the details of the Stock Item within your database currently will be displayed.

When the item has been entered, if it is already entered on a Purchase Order, it will display the quantity at the bottom left of the window.

 

 

As well as Sales Quantity, it will display Write-Offs, Transfers, Purchases, Returns and Variances.

You are able to select a time period of Days, Weeks or Months.

The details will display in the bottom left corner of the Purchase Order window.

 

 

Generate by Reorder Levels – This button will automatically fill the Purchase Order with Stock Items based on the Recommended and Reorder levels previously set.

Ensure that you have selected the Supplier before using this option.

When using this option, any Stock Items which have Stock Levels that have reached the Reorder Level or lower will be added to the Purchase Order.

The Quantity Ordered will be automatically populated with the required amount to bring the Stock Level up to the recommended level.

 

 

After pressing the Yes button on the above prompt, the following "Generate Purchase Order" window will be displayed:

 

 

ALL Locations/Choose Specific Location - Select the Location which you want to generate the purchase order for. Any Stock Items and Stock Item Levels (Stock Level, Recommended Level, Reorder Level) that exist in the selected Location will be used to generate the purchase order.

Take into account Items on Back Orders – If this option is selected, items which already exist in other orders will be taken into account when generating the Purchase Order.

Example:

Stock Item: Coke 2L

Reorder Level: 5

Recommended Level: 10

Current Stock Level: 5

Scenario: If another order exists and has 1 unit of the above item on order:

Ticking the "Take into account Items on Back Orders" will result in a quantity of 4 being ordered (as the system will take into account the quantity of 1 already being on order).

Unticking the "Take into account Items on Back Orders" will result in a quantity of 5 being ordered (the quantity of 1 already being on order will be ignored).

Bypass Recommended Levels - Base Quantity on Sales of Last Month – Select this option to use last month’s sales as a guide.

 

Generate by Supplier – This button will sort the Purchase Order with Stock Items linked to the selected Supplier.

Remove Zero Quantity Items– This button allows you to tidy the Purchase Order by not including items that do not need to be ordered.

 

This area will display the invoice total as it is calculated from the items entered in the Items Area. It also allows you to add additional service fees and tax rates.

 

Freight – This field is defined by setting a Purchase Category and assigning it within Global Options. It is used to enter and record any transport costs applied from the supplier.

Admin Fee – This field is defined by setting a Purchase Category and assigning it within Global Options. It is used to enter and record any administration costs applied from the supplier.

Tax – This setting allows you to enter up to 6 different Tax Rates associated with the invoice.

 

 

Auto-allocate – These checkboxes are available to be applied to both the Freight and Admin Fee fields. They will allocate the cost equally across all stock items received on the invoice. This will ensure you have a correct cost attributed to the item.

Invoice Total – This figure should match exactly what is recorded on the Invoice from the supplier when the stock is supplied.