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Purchase orders

To enter a new purchase order

Open: Retail > Purchase Orders > Enter New Purchase Order.

1. Enter the accounts details in the Account selection area of the window.
2. Select a warehouse or store in the By default supply to box.
3. Click Add Multiple Items.

4. Select Show significant dimension in styles check box.

   The Show significant dimension in styles check box acts as a filter to make it easier for you identify which products you want to move. If you select this check box, the first dimension that was defined in the Variants tab of the Sub-class form appears as highlighted.

5. Add the product items to the Selected products window. You can either:
   • Drag an item into the Selected Products table.
   • Highlight the item and then click the down arrow to move it to the Selected Products table.

   You can amend the Buying quantities or Buying prices of each item, as long as you selected to Use multiple units on the Units of Measure tab when you created the sub-class for this product.

6. Enter the Quantity. If you want to order 100 pairs in equal quantities, you can enter 100 in the Quantity field and click Spread. This allocates 100 stock items across all of the selected products.

7. If you need an order in specific ratios, click Quantities and enter the ratio in the Generate Quantities window.

   For example, if you require a delivery in proportions of 5:1, click Quantities and enter these proportions.

   • Select whether you are generating the quantities using ratios, percentages or with fixed quantities by selecting the appropriate option.
   • Enter a total quantity in the box, if necessary.
   • Enter the amount for every combination in the table.

   • Click OK.

     The Multiple Order Lines window is filled with the values calculated in the Generate Quantities window.

8. Enter the percentage discount amount per unit in the Unit disc(%) box. Click Fill to update the discount amount to all items that have been added to the Selected Products list.
9. Enter the Delivery date. Click Fill to assign the selected date to the products in the Selected Products list.
10. Click OK on the Multiple Order Lines to add all of the products as order lines on the purchase order.
11. Enter Delivery & Invoicing details

    1. Select Delivery & Invoicing.
    2. Enter any additional discount amounts that you want to add to the purchase order.
    3. Click Save to create the order in Sage 200 Accounts.

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