Issue a Purchase Order
Overview
Purchase Orders are a vital part of Inventory Management because they are intergrated with Service Dispatch - Job Cost - Vendor Master. Getting inventory ordered, controlling cost and then seeing the items get to the proper location where everyone is notified, Shafer's PO's do this and much more.
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· Issue PO to Stock
When issuing a purchase order for stock, you can supply the main warehouse or select a truck location directly. Either way, Shafer's makes the process easy!
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· Issue PO to Dispatch
Issuing a PO to a dispatch can be done through the Purchase Order module or directly from the dispatch screen making it quick and easy for a dispatcher. When issuing a PO to a dispatch, only a list of open calls will be shown making it easier to find the needed dispatch. Once a Purchase Order has been added, the PO button on the dispatch screen will turn red as a visual reminder for the dispatcher.
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· Issue PO to Job Cost
Enables you to issue a PO directly to a specific job, phase or change order for Job Costing purposes. It will show all parts that were used on the job.
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· Issue PO to PIWO
When issuing a PO to an PIWO (Pending Incomplete Work Order) the import screens are the same as dispatch. However, often times the PO is not issued and held for pricing of the job. Once the customer gives the okay, the PO is issued and the job begins.
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· Working with Vendor Costs
When creating a PO, vendor cost is automatically returned from the last cost of the inventory master. Shafer's provides serial costing options, short buy, written quotes, verbal quotes, cost history, cost variance protection, etc.
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· Import Quick List
As inventory is used or moved,etc, it is easy to note the item that needs to be ordered. Using a quick list is just one the tools Shafer's has created. More information is available from the main inventory page (see Quick List).
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· Z-Parts
Often a part is purchased for a specific job and not intended to be stocked or given a part number. But of greater importance is when a special purchased part is not used or added to an invoice. Weeks later it's found in a non-returnable condition. The Z-Parts feature was designed specially to protect against this happening.
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· Supplies
When you want to issue a PO for supply items used in-house rather than for resale, the supplies feature will work perfectly for you.
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· Check Locations and History
Often times a quick check of quantities at all stock locations (and/or checking past orders as to when and where purchase orders were made), is done before ordering more items. Shafer's provides a quick check, making it easy and saves on over-stocking inventory and better cost management.
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· Send E-mail
Save your stamps and your time by emailing your purchase orders directly to your vendors. It's quick and simple!
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