You can add a Product/Service to a Purchase Order in the same way you add them to an Order, with either a dedicated add item screen or within the items Tab from the Purchase Order header (Quick Pick).
Add item button/screen
Whilst in an open Purchase Order and on the Items Tab there is the option to Add Order Item.
Clicking this button will open the New Order Item screen.
Name - Typing a portion of a Product or Services name will provide an automated dropdown list of Products/Services that match the criteria entered.
Click on the desired entry in the list to populate that as the New Order item.
Supplier Reference - Free Type text to enter a reference as desired.
Quantity - Enter the desired quantity of the New Order Item required.
Transaction Type - Two options are provided from a dropdown list, depending on which of these is selected will dictate the Pricing options you have after.
Sub Rent - You will be renting this from the Supplier, it will be returned to them once no longer wanted/required
Purchase - You are purchasing the item; it will not be returned to the Supplier
Delivery Date - Enter the date the item is expected or wanted to be delivered on.
Pricing
If the Transaction Type is set to Purchase, you will have two options.
Purchase Price - The Purchase Price per individual unit (per quantity of one).
Discount - You can enter a percentage discount that is to be applied against the Purchase Price.
If the Transaction Type is set to Sub Rent, you will have the option to select a Rate Definition and depending on the selected Rate Definition will dictate on the Rate values that are available.
For example, the default Daily rate provides only the option for a Daily Price.
Selecting the default Weekly Rate (5 Day Week) provides the options for if the item were to be rented for 1 day, 2 days, 3 days, 4 days, a week, each subsequent day after the first week.
Discount - Regardless of the Rate Definition selected there is the option to specify a discount percentage which is applied to each of these rate values.
Additional Info
Tax Class - Select the Tax Class to be applied to this item from the dropdown list.
Notes - Free type text to enter any notes as required for this item.
Once you have filled in all the information as desired click the Add Order Item button near the bottom right-hand corner to add this to the Purchase Order.
Add Item from Items Tab (Quick Pick)
With the Items Tab selected we have a Quick Pick bar.
This bar works in the same way as the Add Order Item screen.
Name - Typing a portion of a Product or Services name will provide an automated dropdown list of Products/Services that match the criteria entered.
Click on the desired entry in the list to populate that as the New Order item.
Transaction Type - Two options are provided from a dropdown list, depending on which of these is selected will dictate the Rate options you have after.
Sub Rent - You will be renting this from the Supplier, it will be returned to them once no longer wanted/required
Purchase - You are purchasing the item; it will not be returned to the Supplier
Quantity - Enter the desired quantity of the New Order Item required.
Rate - If the Transaction Type selected is Purchase then this will be set to Purchase. If the Transaction Type is set to Sub Rent you will be presented with a dropdown list of the available rate definitions.
Purchase Price/Rate Value - Depending on the Rate selected dictates the header provided.
The Transaction Type of Purchase will have this as the Purchase Price, this is per quantity of one.
For a Transaction Type of Sub-Rent, this then depends on the Rate Definition selected, for example the default Daily Rate will have this as the Daily price (per quantity of one).
The default weekly Rate (5 day week) will have this as the Weekly Price.
Once all information has been entered as desired, click on the Plus button on the right of this bar to add that entry to the Purchase Order.
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