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| title | Introductuon |
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The tabs in this section cover the creation of the purchase order (PO)
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For receipting goods select the Receipting tab and the Invoicing tab to invoice the goods.
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You then need to enter some information on some of the TABs in the form
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Tabs
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Description
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Purchase Order
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This is the header detail for the purchase, who you are buying it from and where it is going, any transport and terms
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Purchase Order Details
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This is the items you are buying, quantity and prices
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Receipting
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You would use this when the goods arrive in the warehouse if you are using the goods received files (EDI) then this will be automatically entered for you
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Invoicing
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Enter the invoice from your supplier here, this will record the invoice showing you what you have already receipted and it then posts the invoice to your finance system
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Returns
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If you return goods to the supplier then you would use this tab
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Credit Notes
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Any returned goods will be credited, this is where you enter the credit notes from your supplier and it then posts the credit note to your finance system
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Surcharges
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As the tab suggests this is for any surcharges you are paying for the goods, sometimes this could be shipper or customs charges which you will be paying to the supplier along with the purchase of the items, e.g. £50 for customs clearance paid as a separate item would be added here.
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Notes
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This allows you to enter notes against the order, the tab should be easy to follow, you enter the text and then save once you have finished
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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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This tab is used to add any additional charges to your Purchase Order  These charges must be set up before you Invoice the Order The Charge field will default to the value set against the Sundry Charge Code but can be changed for this Purchase Order if required. The Value field will update to show the Qty x the Charge once the Order is saved. |
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| title | Notes |
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Use this tab to add any additional notes to the Purchase Order.
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This section covers the initial purchase order form and creation of a purchase order. If you are receiving the stock or the invoice then you should be looking at the Purchase Processing pages, click the link below |
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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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| title | Purchase |
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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.
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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:
O - Outstanding
C - Complete
X - Cancelled
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)
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Select individual lines, multiple individual lines (using CTRL and clicking each ) or multiple lines (using SHIFT) and UPDATE the order with those product items.
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
Other pages available in this section are
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Please see the video below which should help you to understand how to enter a new Purchase Order onto the system:
https://www.youtube.com/watch?v=Mz4JKpGCR7Q&feature=youtu.be