Maintaining purchase order and Purchase/ receive inventory

Maintaining purchase order and Purchase/ receive inventory

Maintaining purchase order

For ordering our vendors to send us goods we must send them a purchase order. This purchase order is maintain in a specific order.

Follow following steps to maintain a purchase order.                                                       Click the task button in main menu and select “purchase order” from drop down menu.  

      Or you will find navigation Ads in left side of main screen of Peachtree. Click it and we open the new window

      Here we need to click on purchase order’s button with picture. A new window will appear in front of you.

     Main heading in this window is vendor ID. Put the vendor ID in blank space from where you are going to purchase something.

      When you enter the id of vendor, ship to columns will automatically filled by system. This area is for the address of vendor.

      Enter the date of making this purchase order.

      In Good Thru tab select the data of goods delivery.

      If you have enter any discount amount in your default then discount bar will automatically filled with that numbers.

       You must enter the PO number because this is the most important. If you don’t enter PO number then you can’t see your purchase order in reports.

  In quantity column enter the quantity of goods demanded.

  Enter the ID of that good demanded in ITEM column.

  Description will automatically fill with name of those goods.

  GL sales account ID will be filled if not then you should fill it.

  At last enter the per unit price of that good. System will calculate total automatically.

   Save the purchase order.

If you want to edit purchase order

  Then click the open button at the top of purchase order double click vendor name or ID and select the purchase order for editing.

Purchase/ receive inventory

When you send this purchase order to your vendor and he deliver goods in response then you maintain a purchase/receive inventory.                                                                     To go to purchase/ receive inventory first of all go to task button and select purchase / receive inventory.

A new window will appear in front of you.

      Here first of all enter the vendor ID and tow tabs over the columns will change to your vendor.

   Now select the one of your purchase order from the list that is in front of apply to purchase order no. tab.

     When you select one of your purchase orders it will be in front of you.

     In this purchase order I have ordered for 300 units of glue.

     Now if vendor deliver me the 200 units of glue then I will enter 200 in received column or if he delivered 300 then I will enter 300.

     In customer invoice number enter the number that your vendor has allotted you for this purchase order.

     And save it.

This is all