Purchase

Default Ship#

This relates to the card code to be used for deliveries when ordering or purchasing from vendors. This card code needs to be set up prior to entering here. This default can also be changed within each purchase order, or the field can be left blank, as the customer to normally ship to can be selected when entering a purchase.

Account Fee/Tax on Freight

Tax Free Code/Withholding Tax

This is where to specify the default (or most commonly used) tax codes for account fees, freight, tax free and withholding tax (no ABN on vendor invoice) on purchase orders. At the time of adding/editing purchase orders the tax codes can be changed if necessary.

Calc Tax Total from

Determines how to calculate the tax total for the purchase order. There are two methods to choose from – Tax Free Up (excluding GST) or Tax Paid Down (including GST). These are set at a line level on the purchase order, however they can be changed within each purchase order. Tax Free Up allows editing of the excluding GST field, whilst Tax Paid Down allows editing the including GST field within the stock grid.

Payments are Approved by default

This is a creditor-related option. When a purchase order is finished and added to the creditor's record, choose whether to have that purchase order automatically approved for payment. If this option is not ticked, the purchase orders for payment will need to be manually approved prior to paying them in each creditor.

Use 4 digits on Expense Orders

Use up to four decimal places on expense orders by ticking this box. The default is two decimal places.

Use linked branch card as ship

Ticking this option will populate the Ship# with the branch cardfile based on which branch is selected.

If branches are not in use and this is ticked, when creating a job from email Ship# will not populate.

Allow linking to Invoiced Jobs at $0 price

With this option selected, non-billable purchases/costs incurred on a particular job can be linked to it, even if the job has already been invoiced. For instance, include taxi fares to/from an airport, meal expenses, etc. which weren't known at the time of invoicing a job. These are purchases which are not on-sold to the customer, however still need to be recorded against the job.

Show Estimated Time of Departure

Ticked will show this field in a purchase order header.

Default cost calculation method

When a purchase order has been added, and there are extra expenses for that stock, create an expense order and apply it to that purchase order. This area of Options relates to the method normally preferred for those expenses to be applied to that purchase order – by value, by weight or by quantity. This can be changed within each expense order.

Default Freight split method

When a purchase order has been added and has a freight component included, specify how to split the freight over the stock purchased – by value, by weight or by quantity. However, this can be changed within each purchase order.

If calculating expenses by weight, and the stock on the purchase order does not have weight set up in the stock record, the expense will not be distributed over that stock.

In Creditors payment grid by default show

Some businesses pay their creditors by the creditor's invoice number, while other businesses choose to pay by their own internal purchase order numbering system. If PO # is ticked, the Jim2 purchase order number will appear within the creditor's record. If Vendor Invoice # is ticked, the vendor's invoice number will appear.

When entering stock, Price

When entering stock into a purchase order, show the pricing based on what is chosen here. Useful to provide estimates on pricing.

Blank	No price will be entered, and the vendor card will autofill Rank 1 with a price of $0.
Auto Fill from Last Purchase	Will enter the price from the last time stock was purchased. In the case of multiple vendors, populated with Rank 1 vendor and the last price from wherever it was purchased.
Auto Fill from Last Purchase with the same Vendor	Will enter the price from the last time stock was purchased from the same vendor, populated with Rank 1 and the price last purchased from that vendor. User is prompted to recalculate pricing if vendor is changed on Auto Create PO screen.
Auto Fill from Vendor Tab	Will enter the price from the Vendor Last Cost on the Vendors tab of the stock, if there is an entry there. User is prompted to recalculate pricing if vendor is changed on Auto Create PO screen.

I call Bid Ref#

Allows you to change the Name of Bid Ref#.