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Knowledge Base
> User Manual
> Purchasing
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There were 14 articles found in this category:
- Order for Purchase Order Advanced Workflow
The Order tab in the Advanced Workflow is where you can enter the purchase order. This is discussed in Creating a Purchase Order. A green light on the Order tab is shown when any items have been ordered. Otherwise, a red light is shown. Click here to see the details of columns in the Order t ...
- Purchase Order Simple Workflow
The Simple Workflow for a Purchase Order offers a one-step process for quickly placing and receiving a purchase order. You can switch to Simple Workflow by clicking the button from the bottom of a Sales Order. You can click the Advanced button to revert back to advanced workflow. Most of the ...
- Creating a Purchase Order
A Purchase Order is a document that represents an order placed by you to one of your vendors, where you ask them to supply you a certain set of products or services at a certain price. In inFlow Inventory, all of the work related to a purchase order is saved alongside the order, including rece ...
- Entering Vendor Information
You can keep track of your vendor information and their product catalog to make it easier to place orders on them in the future, and also to store contact information. Much of the Vendor Information is used as defaults when placing a Purchase Order on this vendor, but it can be changed in the ...
- Purchase Order List
To access the Purchase Order List click the inFlow Menu button, select Purchase order and then select Purchase Order list. Purchase Order Menu. Purchase Order List - This shows all the Purchase Order irrespective of their status. Recent Orders - Lists orders with order date in the past 30 day ...
- Purchase Order Toolbar
The Purchase Order Toolbar is visible in all the Purchase Order windows and contains the following menu items: Creates a new order. If you have another order open, the system will prompt you for saving changes to that Order. More about creating a Purchase Order. Saves the changes to t ...
- Unstocking for Purchase Order Advanced Workflow
After you have asked your vendor for a return on some products, you may take the products out of your inventory storage to be sent back to your vendor or discarded. This is known as Unstocking. The Unstock tab keeps track of the unstocking information. It is accessible by clicking the button ...
- Receiving for Purchase Order Advanced Workflow
Receiving is the process of taking goods that have been delivered to you from your vendor and placing them into your inventory storage. The Receive tab shows you information related to receiving an order and is accessible by clicking the button from the bottom of a Purchase Order. A green li ...
- Handling Returns for Purchase Order Advanced Workflow
You may return some items to your vendors, such as when some items are damaged. In this case, they may issue you a refund for those products. You can also track credits owed to you. The Return tab keeps track of the products you return. It is accessible by clicking the button from the bottom ...
- Paying for Purchase Order Advanced Workflow
After you have received the purchased goods, you will need to pay the vendor. The Payment tab keeps track of the payment due and payment status for a purchase order and is accessible by clicking the button from the bottom of a Purchase Order. A green light is shown if the order is fully paid. ...
- Purchase Order Advanced Workflow Overview
This is an outline of the Advanced Workflow for ordering products from your vendors. The process is tracked within a single entity in inFlow Inventory, the Purchase Order, making it easy for you to keep track of the order status and what needs to be done. 1. You place a Purchase Order to y ...
- Purchase Order Printed Documents
There are numerous possible documents associated with a purchase order. You can access these documents by clicking the Print button in the toolbar of a Purchase Order. For each of these documents, you can preview them, print them out or export them to PDF, Microsoft Word, Microsoft Excel or Ri ...
- Purchasing Simple Workflow vs Advanced Workflow
inFlow lets you choose between the Simple Workflow and the Advanced Workflow when working with an order. The Simple Workflow lets you get the basics done in a snap and you can switch to the Full Workflow for any order when you want to exploit the full power of inFlow. The Simple Workflow is a ...
- Purchasing Menu
The Purchasing Menu containing a few of the most commonly used links is available at the Home Page. The full Purchasing Menu can be accessed from the inflow menu button. New Purchase Order - Create a new Purchase Order. Purchase Order List - This shows all the Purchase Orders irrespect ...
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