Create/Edit
To create a new purchase order, right click in the PO grid, then click New or use the top menu icon.
To modify an existing purchase order, right click on the PO grid, then click Open or use the top menu icon
Once the PO is saved, click
to see the PO on the grid
Details
The details tab contains information about the operator and the vendor that are involved in the order. Each operator has a PO limit, which is defined in the operator properties. This prevents operators from creating POs that exceed the acceptable amount.
The PO # will be assigned on save.
Status
- A purchase order must be Approved before it can be posted or received, check the box in the status window to approve the PO
- The Invoice Status field offers four options for recording the invoice status of a purchase order. Users would manually set the invoice status from within the Details tab of the Purchase Order.
Dates
The dates tab contains the delivery method and times of when equipment should be in the warehouse.
Check the box to include the PO arrival date on the delivery and return schedule if needed.
Equipment
This tab contains all the equipment that you will be purchasing. As you enter equipment into the grid, RentalPoint will add up the cost from the cost price in the sales tab of the product properties.
Glossary
Add an item to the grid
Edit the highlighted item on the grid
Remove the highlighted item from the grid
Add a Sundry item
Show shortages for the highlighted item
Plot the highlighted product
Display Running Balance for the highlighted product
Display Availability Calendar for the highlighted product
Delivery Address
The default delivery address comes from the customer record or location for multi location systems.
Clear the address to complete it manually.
Glossary
Ship to Contact
Ship to Venue
Copy Address from Booking
Ship to Warehouse Location
Clear address
Notes
Any extra information pertaining to the PO can be added here. Check the box to include PO notes on the printed purchase order.
