Purchase Orders

Setting up the Purchase Order

Price Codes > Order From side button

FrameReady can be set up to automatically add or remove inventory, and create a PO for individual vendors.

Before Creating Your First PO

Before creating your first PO, you must complete the steps listed below. Even if you do not intend to use the formal PO, we recommend you set this up now.

How to Set Up Purchase Orders

• In order to use FrameReady as an ordering tool (for Purchase Orders) you must identify your suppliers and the materials/products you order from them (in other words, all your suppliers must have a record created in the Contacts file).

• Linking a Supplier to a Vendor, as the following steps show, permits the creation of Purchase Orders.

1. In your Price Codes click the Order From sidebar button. (It is not necessary to be on the screen of the vendor you wish to modify.)
   
   The Supplier Link to Contacts File window appears.

2. From the Supplier drop-down list, select the Supplier / Manufacturer of the materials by clicking on the company name.
   
   For example, if you order Bainbridge from Larson Juhl, then select Bainbridge from the list on the left. Do not assume that all items from Bainbridge will be downloaded with the supplier Larson Juhl.

3. In the Order From field, select the vendor from which you order your materials by clicking on the arrow. If the vendor is not listed, add them by clicking New Vendor.

   • If you have clicked on New Vendor, a new record is created in the Contacts file for you and the New Vendor screen appears.

   • As a minimum, enter the Company name and your account number with the supplier. If you have not been assigned an account number, enter  None  . If you don’t know the account number, enter  Pending   and fill it in later. In order for vendors to link to the Price Codes file, an entry must appear in the Account # field. This Account # will appear on the PO.

   • Identify your vendors in the Keywords field as a supplier or vendor, so check the box for Supplier under the Customer Preferences (Keywords) and unmark the General checkbox.

   • Click Done.
     
     The screen returns to the Supplier Link to Contacts File screen.

4. In the Order From field, select the Company from whom you will order the product (click the blue square with the triangle to display the list of Companies or Distributors).

5. Click Apply.
   
   FrameReady finds all materials created by the supplier you have selected and identifies the vendor from whom you wish to order them.

Repeat the above steps until all your framing materials have been accounted for.

Next:

How to Create a Purchase Order with Cut List, or
How to Create a Frame Order List for Suppliers

See also: Set up your Suppliers for Purchase Orders