Follow these steps to create a manual Purchase Order
Create a manual Purchase Order | |
|---|---|
| 1 | From the Striven menu, click on Creditors, Processes, Orders, Enter Creditor Purchase Orders  |
| 2 | To start a new Purchase Order, select option B - New Order  |
| 3 | You may be prompted to enter in a username and/or password. Fill in if required.  |
| 4 | Fill in the Supplier and Creditor details  The Supplier is who “makes” the products, the Creditor is who you “pay” for the products. For stores that are not linked to a warehouse (such as IHG), the Supplier and Creditor will be the same. |
| 5 | Enter in the products required to be ordered.  |
| 6 | To finalise purchase order, press F9 - Save The window below is shown. Press F4 - Deliv Notes to enter in additional notes that print on the order. Such as: “Dont deliver until the start of next month”. Press F9 - Save again after enter in any other details if required.  |
| 7 | Show Totals and Costs? If you wish to show the Costs on the purchase order, select option A  |
| 8 | Preview or print the purchase order  |
| 9 | If the Creditor has been set to Email Order, then it will prompt with the ability to enter in a comment about this order and email it to the supplier. |