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Auto Create Purchase Orders from Jobs

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If you are leaning toward Just In Time (JIT) Stock Control, this feature will be of great use.

 

You can easily auto create purchase orders directly from a job or list of jobs by right clicking and selecting Auto Create Purchase Orders.

Add the stock codes to your jobs up-front (the job information will update the purchase order).

Open a job or create a list of jobs using any of your list criteria, and click Run.

Right click in the stock grid of a job, or anywhere within the job list result to open the Auto Create Purchase Order form.

autocreate PO

Click Run to load the stock required from the job or job list.

autocreate po screen

Make any alterations to the selected stock. You are able to override the Order Qty column to bring in more stock, and/or change vendor, etc. You can choose which products to order using the Order column (tick/untick the box at a line level or use Select All/Deselect All).

Select Order and you have just created purchase orders for exactly what you need. You can even edit the purchase orders themselves prior to sending them off to your vendors!

 

Info

At the bottom of the above image the wording Note: linked stock is excluded from this list means that no stock will be brought into this list if the job is already linked to a PO.

 

Refer to Purchases and Expenses – How To Auto Create Purchase Order for full details.

 

Further information:

Job Options

Job Setups

Jobs Security

Jobs at a Glance

Add a Job

Add Comments to a Job

Add Freight to Jobs

Add Multiple Jobs

Add Stock by Multi-selection

Add Stock to a Job

Add Stock to Job When Insufficient Stock

Create a Job from a Similar or Previous Job

Create Back order

Credit an Overcharged Customer

Dispatch

 

Handle Part Delivery of Jobs

Invoicing

Job Comment Grid

Job Footer

Job Header

Job List

Job/Order Prepayments/Refunds

Job Reports

Job Stock Grid

Jobs

Manufacturing Jobs

Mark a Job as Ready

Print a Job

Reserve Stock for a Job

Retail Jobs

 

Return from Customer

Scan Stock into Jobs

Sales Register

Select Serial Numbers on a Job

Stock Availability Allocation Process by List

Stock Availability by Location on the Fly

Taking Deposits from Customers

Unlink a Job

Unmark a Job as Ready

Unreserve Stock for a Job

Use Comments to Track Work in a Job

Use Stock Lookup and Select

View or Edit a Job