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Please see the video that is below which should help you to understand how to enter a new Purchase Order onto the system:
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The tabs in this section cover the creation of the purchase order (PO). For receipting goods select the Receipting tab and the Invoicing tab to invoice the goods. Once a Standard or Advanced (EP) Purchase Order has been saved, the order can be replicated by means of the Replicate Button which is visible after reopening the order. This will create a new Purchase Order with duplicate information taken from the original which can then be edited as required and saved. Returns and Credit notes can not generally be used in an excise warehouse situation due to the complexities of returning stock without the duty status being changed. For Advanced (EP) Purchase Order, you would need to use a Campaign, the Products would need to be part of the campaign. For more information on how to set up a Campaign please see the page. For information regarding the Receipting, Invoicing, Returns, and Credit Notes tab please see the Purchase Processing page. |
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Use this form if you are purchasing goods from your supplier that you will re-sell to your customers. and ones where you want them to go into stock in one of your warehouses.  To start to create the Purchase Orders, you have to enter the code or search in the Supplier Account field. When you have selected the Supplier that you want to use, this will auto-populate the name of the Supplier, the Short Name of the Supplier, and the Currency that this Supplier uses. You are able to use the Search Dropdown or Manual or F11. The Order Number will be automatically generated when you save the Purchase Order - this will be a unique number. The Status will show either:
If the Purchase Order is a Consignment Order, you would need to click this checkbox. Prev. Orders, this will populate a popup window showing previous orders over the past x days (edit x in system options) 
You are able to add attachments to the Purchase order by using the paperclip. This will open the Vision Attachment Manager. The Purchase order must be saved before using this feature
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 The Order Date will automatically default to the current date, however, this can be changed by using the drop-down arrow that will show a calendar or you are able to type the date manually. The Warehouse Group - this is mandatory for the Purchase order to be saved or for you to the next tabs. You would be able to choose a Warehouse Group by the Drop-Down list. This will show a list of the Warehouse Groups that are set up in your system. The warehouse - this is mandatory for the Purchase order to be saved or for you to the next tabs. You would be able to choose a Warehouse by the Drop-Down list. This will show a list of the Warehouse that is set up in your system. Pickup Address - this defaults to the Supplier address however you are able to add another pickup address if different to the one that is stored against the Supplier, use the drop-down arrow in the Code field to select a pickup address. Delivery Address - This defaults to the Warehouse address - this can’t be changed. Shipper - If the Purchase Order is using a Shipper, please enter the code by using F11 or enter it manually if you know the name, also add any Shipping Instruction. If the supplier has provided a Reference, you may wish to enter it in the Supplier Ref field. Date Required - this will default to the current date however this can be changed by using the drop-down calendar. VAT Code - This normally defaults to the Suppliers' VAT code, you may wish to change this if you require. Discount - If the supplier you are using has a Discount this will be applied as soon as you enter the Supplier Code, you are able to change this by using the arrows or entering the amount. The Customs Duty Paid - it defaults to been ticked - this represents if the Customs Duty has been paid. If the Stock that you are receipting the Customs Duty has not been paid, you will need to untick this box. Enter any additional Payment Terms.
The Exchange Rate is shown compared to GBP for the Currency used by the Supplier for this Purchase Order. When an order has been invoiced the exchange at the time of invoicing will be used.
Check the Fixed? field to fix the Exchange Rate for this Purchase Order.
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This tab is where you can enter the items you are buying, quantity, price, and internal rotation notes.:  Enter an existing Product Code, the Units and Singles (and their Costs) + a Discount (as a percentage) if you want to apply one.
Each line will have its own status.
Discount will show if there is one on the Purchase Order Header. This may be entered just per line as well not for the whole order. This will be displayed as a percentage %. Customer field to allow lines to be receipted directly into the reserve customer accounts. Underneath where you enter the Products for the order, you can enter Internal Rotation Notes for each product that is on the order.
This is the Freight section where you can select from the following choices.
Insurance Costs Applicable? is ticked as Defaulted when creating a Purchase Order. The Cost for this is set up in the Supplier Country Code.
The VAT is determined by a logic workflow, you can access this below: |
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