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We are now ready to issue Vendor Purchase Orders. From Order Entry use the Actions menu > Prepare Vendor Purchase Order.
| • | In this example there is just one line item from one vendor so the Vendor data field will be automatically populated. When multiple vendors are present on a job they will all be listed in the drop down box for quick reference. |
| • | Confirm P.O. Date (which defaults to the current date) and Production Contact (which will default to the Operator generating the Purchase Order). While both will initially default, you may choose to alter the entries as needed. Also, you may now specify Shipping Information to the right of the screen. Use already established options available in the drop down box or manually enter your desired method. |
| • | Notice two separate list boxes are present. The first list box shows all purchase orders for this job already created for the vendor you have specified (since this is a new job for this example, no existing purchase orders are present). Information for each entry includes the P.O. Number, Date the P.O. was created and each item (accompanied by its description) that was included on the P.O. The second list box will represent all line items assigned to the selected vendor that have not been included on previous purchase orders (in this example, you will see just one listed). Initially, every line item in this list box will have an “X” in the far left column, signifying that it is to be included on the purchase order we are currently creating. To exclude a line item from the purchase order, simply double-click the item and the “X” will be removed. Double-clicking the item again will restore the “X” and, once again, include the item as we create the purchase order. |
| • | Using Commands > Create Purchase Order, let’s move forward. |
| • | The Purchase Order Editor dialog is your opportunity to review all information as it will be portrayed to the vendor. You may also choose to use the options menu to add additional instructions either after the last line item or on a separate page. Once you are satisfied with the resulting purchase order, use File > Save to continue to Xebra Print Preview. |
| • | Through Edit you may now choose your method of delivery. Several methods may be employed before closing Xebra Print Preview and returning to the Prepare Vendor Purchase Order dialog. If there would be more purchase orders to issue, we could repeat the previous steps for each vendor. In this case, we are now finished with this job for the time being and can simply close the screen, returning to Order Entry. |
This sample exercise is now complete. There are, of course, additional steps in the completion of this job, however, those steps will be addressed in later sections. Now, let us proceed to the next Initial Job Status: Quote for Customer, used to create quotes to customers when initial vendor quote requests are unneeded. As we have reviewed significant details of the ordering process in the previous example, we will begin to move much faster. You may choose to review the last example to ensure you completely understand the basics before you proceed.
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