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Purchase Orders

Accepting Purchase Order Items

When your order arrives, check the list against the packing sheet to identify which items have arrived, and use these steps in FrameReady.

How to Accept a Purchase Order

 

The Correct Amount Arrived

  1. Items that have arrived can be accepted into inventory using the Accept button.

    The button changes to 'Updated' to show that inventory has been updated.

  2. If you are using the automatic inventory system, then the quantity ordered is added to the quantity in stock (the amount shown in the Footage or Qty field is added to the Qty On Hand field in the Price Codes file).

  3. The Accept All button receives all items on the PO, adds the amount received to the Qty On Hand and changes the button from Accept to Updated.

A Different Amount Arrived

  1. If a different amount arrived, then first adjust the number in the Qty (for matboard and supplies) or Footage (for moulding) field.

  2. Click the Accept button for that line item.

If an Item Did Not Arrive

  1. If an item did not arrive, then mark the Back Order checkbox for that line item.

    The next time you create a FO/PO, the back ordered item is automatically reordered. Note that when the back ordered item is added to a new PO, it is removed from it's original PO.

If an Item Was Ordered By Box

It is sometimes more economical to order supplies by the box, however when Accept is clicked, the box quantity does not update the Qty On Hand field in the Price Codes file.

  1. To order by box, select  Box  from the Unit field, enter the Qty of boxes, and change the Unit Price to the price per box.

  2. When the order arrives, find the record in the Price Codes file and manually change the quantity.

  3. If ordering other supplies by the box, change the quantity to the number of sheets or items in the box before clicking Accept.

Notes on the Qty On Hand Field

If you have the auto-inventory turned on, then the Qty On Hand field shows the amount you currently have in inventory now, since the footage or Qty required was deducted when you created the Work Order and clicked on the Work Order Done button.