ITrack/Pro/Purchase Orders Screen - Revision history

Along: small edits and more images

2020-05-19T19:32:38Z

small edits and more images

← Older revision		Revision as of 14:32, 19 May 2020
Line 37:		Line 37:

	{{Tip\|A common practice is to search for items to see if you have the quantity you need in stock. From the Search Screen, choose to search for Reorder Report. When you conduct this search, it will show which items have a lower quantity than your minimum quantity. You can then create purchase orders for these items.}}		{{Tip\|A common practice is to search for items to see if you have the quantity you need in stock. From the Search Screen, choose to search for Reorder Report. When you conduct this search, it will show which items have a lower quantity than your minimum quantity. You can then create purchase orders for these items.}}
			[[Image:Reorder Report.png\|thumb\|center\|300px\|Reorder Report]]
	When you are finished adding items to the purchase order, click the Save button.		When you are finished adding items to the purchase order, click the Save button.

Along: /* Add Part */

2020-05-19T19:07:45Z

Add Part

← Older revision		Revision as of 14:07, 19 May 2020
Line 32:		Line 32:
	Double click on the part or click the Purchase Order button to add the part to the purchase order. You may also multi-select parts by holding down the Ctrl button on your keyboard and clicking on the item to sell, then click Purchase Order.		Double click on the part or click the Purchase Order button to add the part to the purchase order. You may also multi-select parts by holding down the Ctrl button on your keyboard and clicking on the item to sell, then click Purchase Order.

	{{Tip\|The Purchase Order button is a small icon of a green ~~dollar sign.~~}}		{{Tip\|The Purchase Order button is a small icon of a box with a green arrow pointing inside}}

	Now you can enter in the quantity you want to order, price, and other details about your order.		Now you can enter in the quantity you want to order, price, and other details about your order.

Along at 19:06, 19 May 2020

2020-05-19T19:06:27Z

← Older revision		Revision as of 14:06, 19 May 2020
Line 28:		Line 28:
	*Type#-Interchange# or just Interchange# prefaced by "I" (ie. "I300-1563B")		*Type#-Interchange# or just Interchange# prefaced by "I" (ie. "I300-1563B")

	Alternatively, you can click the Add Item button near the lower right corner of the screen. This will bring up the [[Search Screen ~~(Pro)~~\|Search]] Screen. Conduct a search to find the part. Parts that are out of stock will appear red, and parts that are in stock but below your minimum quantity will appear yellow.		Alternatively, you can click the Add Item button near the lower right corner of the screen. This will bring up the [[ITrack/Pro/Search Screen\|Search]] Screen. Conduct a search to find the part. Parts that are out of stock will appear red, and parts that are in stock but below your minimum quantity will appear yellow.

	Double click on the part or click the Purchase Order button to add the part to the purchase order. You may also multi-select parts by holding down the Ctrl button on your keyboard and clicking on the item to sell, then click Purchase Order.		Double click on the part or click the Purchase Order button to add the part to the purchase order. You may also multi-select parts by holding down the Ctrl button on your keyboard and clicking on the item to sell, then click Purchase Order.

Duff: That tip wasn't correct at all!

2012-05-29T23:38:15Z

That tip wasn't correct at all!

← Older revision		Revision as of 18:38, 29 May 2012
Line 1:		Line 1:
	[[Image:Pro_Purchase_Orders_2.png\|thumb\|right\|600px\|Purchase Orders Screen]]		[[Image:Pro_Purchase_Orders_2.png\|thumb\|right\|600px\|Purchase Orders Screen]]
	The Purchase Orders Screen allows you to create purchase orders and assign them to vendors and customers you already have entered into ITrack Pro.		The Purchase Orders Screen allows you to create purchase orders and assign them to vendors and customers you already have entered into ITrack Pro.

	~~{{Tip\|If you are ordering a part because you want to have it in stock, not for a specific customer, enter your company as a customer.}}~~

	To open this screen, click on Purchase Orders in the Main Menu.		To open this screen, click on Purchase Orders in the Main Menu.

Daytonlowell: /* Creating Purchase Orders */

2010-03-11T23:22:00Z

Creating Purchase Orders

← Older revision		Revision as of 18:22, 11 March 2010
Line 8:		Line 8:
	==Creating Purchase Orders==		==Creating Purchase Orders==
	Before you can create a purchase order, you must have already entered the part you are ordering into your inventory. When you are entering a part into inventory, you can set the minimum quantity your company should have in stock at any give time.		Before you can create a purchase order, you must have already entered the part you are ordering into your inventory. When you are entering a part into inventory, you can set the minimum quantity your company should have in stock at any give time.
	Now, when you are creating a purchase order, you can order a part by clicking the Add Item button which will bring up the [[Search Screen ~~(Pro)~~\|Search]] Screen. Then you can search for the part and double click on it to add it to your purchase order.		Now, when you are creating a purchase order, you can order a part by clicking the Add Item button which will bring up the [[ITrack/Pro/Search Screen\|Search]] Screen. Then you can search for the part and double click on it to add it to your purchase order.

	===Add Vendor===		===Add Vendor===

Daytonlowell: /* Add Vendor */

2010-03-11T23:19:45Z

Add Vendor

← Older revision		Revision as of 18:19, 11 March 2010
Line 13:		Line 13:
	You are now ready to create a purchase order from the Purchase Orders Screen. Entering a vendor can be done in a couple different ways.		You are now ready to create a purchase order from the Purchase Orders Screen. Entering a vendor can be done in a couple different ways.

	# Type the entire name or partial part of a name into the Vendor field. If there is only one vendor with that name, the information will automatically fill in when you hit the tab key on your keyboard. If there is more than one with the name, the [[ITrack/Pro/Vendor List Screen]] Screen will open so you can select the correct vendor. Double click on the one you want. The information will transfer over to the Purchase Orders Screen.		# Type the entire name or partial part of a name into the Vendor field. If there is only one vendor with that name, the information will automatically fill in when you hit the tab key on your keyboard. If there is more than one with the name, the [[ITrack/Pro/Vendor List Screen\|Vendor List]] Screen will open so you can select the correct vendor. Double click on the one you want. The information will transfer over to the Purchase Orders Screen.
	# Type the vendor number into the Vendor field and then ht the tab key on your keyboard and that vendor's information will be automatically filled in. If there is only one vendor with those digits, the information will automatically fill in when you hit the tab key on your keyboard.		# Type the vendor number into the Vendor field and then ht the tab key on your keyboard and that vendor's information will be automatically filled in. If there is only one vendor with those digits, the information will automatically fill in when you hit the tab key on your keyboard.
	# Type in the last digits (you can choose how many, we recommend the last four) of the vendor's phone number. If there is more than one with the same last digits, the Vendor List Screen will open so you can select the correct vendor. Double click on the one you want. The information will transfer over to the Purchase Orders Screen.		# Type in the last digits (you can choose how many, we recommend the last four) of the vendor's phone number. If there is more than one with the same last digits, the Vendor List Screen will open so you can select the correct vendor. Double click on the one you want. The information will transfer over to the Purchase Orders Screen.

Daytonlowell: /* Add Vendor */

2010-03-11T23:19:27Z

Add Vendor

← Older revision		Revision as of 18:19, 11 March 2010
Line 13:		Line 13:
	You are now ready to create a purchase order from the Purchase Orders Screen. Entering a vendor can be done in a couple different ways.		You are now ready to create a purchase order from the Purchase Orders Screen. Entering a vendor can be done in a couple different ways.

	# Type the entire name or partial part of a name into the Vendor field. If there is only one vendor with that name, the information will automatically fill in when you hit the tab key on your keyboard. If there is more than one with the name, the [[~~Vendor List Extension (~~Pro)\|Vendor List]] Screen will open so you can select the correct vendor. Double click on the one you want. The information will transfer over to the Purchase Orders Screen.		# Type the entire name or partial part of a name into the Vendor field. If there is only one vendor with that name, the information will automatically fill in when you hit the tab key on your keyboard. If there is more than one with the name, the [[ITrack/Pro/Vendor List Screen]] Screen will open so you can select the correct vendor. Double click on the one you want. The information will transfer over to the Purchase Orders Screen.
	# Type the vendor number into the Vendor field and then ht the tab key on your keyboard and that vendor's information will be automatically filled in. If there is only one vendor with those digits, the information will automatically fill in when you hit the tab key on your keyboard.		# Type the vendor number into the Vendor field and then ht the tab key on your keyboard and that vendor's information will be automatically filled in. If there is only one vendor with those digits, the information will automatically fill in when you hit the tab key on your keyboard.
	# Type in the last digits (you can choose how many, we recommend the last four) of the vendor's phone number. If there is more than one with the same last digits, the ~~[[ITrack/Pro/~~Vendor List ~~Screen\|Vendor List]]~~ Screen will open so you can select the correct vendor. Double click on the one you want. The information will transfer over to the Purchase Orders Screen.		# Type in the last digits (you can choose how many, we recommend the last four) of the vendor's phone number. If there is more than one with the same last digits, the Vendor List Screen will open so you can select the correct vendor. Double click on the one you want. The information will transfer over to the Purchase Orders Screen.
	# Click the Choose Vendor button to open the ~~[[ITrack/Pro/Vendor List Screen\|~~Vendor List]] Screen, then conduct a search and double click on the correct vendor. The information will transfer over to the Purchase Orders Screen.		# Click the Choose Vendor button to open the Vendor List Screen, then conduct a search and double click on the correct vendor. The information will transfer over to the Purchase Orders Screen.

	===Add Customer===		===Add Customer===

Daytonlowell: /* Add Vendor */

2010-03-11T23:18:55Z

Add Vendor

← Older revision		Revision as of 18:18, 11 March 2010
Line 16:		Line 16:
	# Type the vendor number into the Vendor field and then ht the tab key on your keyboard and that vendor's information will be automatically filled in. If there is only one vendor with those digits, the information will automatically fill in when you hit the tab key on your keyboard.		# Type the vendor number into the Vendor field and then ht the tab key on your keyboard and that vendor's information will be automatically filled in. If there is only one vendor with those digits, the information will automatically fill in when you hit the tab key on your keyboard.
	# Type in the last digits (you can choose how many, we recommend the last four) of the vendor's phone number. If there is more than one with the same last digits, the [[ITrack/Pro/Vendor List Screen\|Vendor List]] Screen will open so you can select the correct vendor. Double click on the one you want. The information will transfer over to the Purchase Orders Screen.		# Type in the last digits (you can choose how many, we recommend the last four) of the vendor's phone number. If there is more than one with the same last digits, the [[ITrack/Pro/Vendor List Screen\|Vendor List]] Screen will open so you can select the correct vendor. Double click on the one you want. The information will transfer over to the Purchase Orders Screen.
	# Click the Choose Vendor button to open the [[Vendor List ~~Extension (Pro)~~\|Vendor List]] Screen, then conduct a search and double click on the correct vendor. The information will transfer over to the Purchase Orders Screen.		# Click the Choose Vendor button to open the [[ITrack/Pro/Vendor List Screen\|Vendor List]] Screen, then conduct a search and double click on the correct vendor. The information will transfer over to the Purchase Orders Screen.

	===Add Customer===		===Add Customer===

Daytonlowell: /* Add Vendor */

2010-03-11T23:18:25Z

Add Vendor

← Older revision		Revision as of 18:18, 11 March 2010
Line 15:		Line 15:
	# Type the entire name or partial part of a name into the Vendor field. If there is only one vendor with that name, the information will automatically fill in when you hit the tab key on your keyboard. If there is more than one with the name, the [[Vendor List Extension (Pro)\|Vendor List]] Screen will open so you can select the correct vendor. Double click on the one you want. The information will transfer over to the Purchase Orders Screen.		# Type the entire name or partial part of a name into the Vendor field. If there is only one vendor with that name, the information will automatically fill in when you hit the tab key on your keyboard. If there is more than one with the name, the [[Vendor List Extension (Pro)\|Vendor List]] Screen will open so you can select the correct vendor. Double click on the one you want. The information will transfer over to the Purchase Orders Screen.
	# Type the vendor number into the Vendor field and then ht the tab key on your keyboard and that vendor's information will be automatically filled in. If there is only one vendor with those digits, the information will automatically fill in when you hit the tab key on your keyboard.		# Type the vendor number into the Vendor field and then ht the tab key on your keyboard and that vendor's information will be automatically filled in. If there is only one vendor with those digits, the information will automatically fill in when you hit the tab key on your keyboard.
	# Type in the last digits (you can choose how many, we recommend the last four) of the vendor's phone number. If there is more than one with the same last digits, the [[Vendor List ~~Extension (Pro)~~\|Vendor List]] Screen will open so you can select the correct vendor. Double click on the one you want. The information will transfer over to the Purchase Orders Screen.		# Type in the last digits (you can choose how many, we recommend the last four) of the vendor's phone number. If there is more than one with the same last digits, the [[ITrack/Pro/Vendor List Screen\|Vendor List]] Screen will open so you can select the correct vendor. Double click on the one you want. The information will transfer over to the Purchase Orders Screen.
	# Click the Choose Vendor button to open the [[Vendor List Extension (Pro)\|Vendor List]] Screen, then conduct a search and double click on the correct vendor. The information will transfer over to the Purchase Orders Screen.		# Click the Choose Vendor button to open the [[Vendor List Extension (Pro)\|Vendor List]] Screen, then conduct a search and double click on the correct vendor. The information will transfer over to the Purchase Orders Screen.

Daytonlowell at 19:56, 19 August 2009

2009-08-19T19:56:25Z

← Older revision		Revision as of 14:56, 19 August 2009
Line 1:		Line 1:
	[[Image:~~Pro_Purchase_Orders_1~~.png\|thumb\|right\|600px\|Purchase Orders Screen]]		[[Image:Pro_Purchase_Orders_2.png\|thumb\|right\|600px\|Purchase Orders Screen]]
	The Purchase Orders Screen allows you to create purchase orders and assign them to vendors and customers you already have entered into ITrack Pro.		The Purchase Orders Screen allows you to create purchase orders and assign them to vendors and customers you already have entered into ITrack Pro.