Add Supply Items to a Purchase Order

You can use FrameReady to include Supply items to a Framing Order, e.g. ATG tape, screws, wire.

• There are two ways to add the items:
  
  1) Use the Threshold and Reorder fields, or
  2) Use the Post to Purchase Order button.

How to add Supply Items to a Frame Order / Purchase Order

1) Ordering with the Threshold and Reorder Fields

• This is best used to maintain levels of stock.

1. In the Price Codes, locate the Supply item and switch to form view.

2. In the Reorder field, enter the quantity you wish to order, e.g. 12.

3. In the Qty field, enter  0  .

4. Enter  1  in the Threshold field.
   
   If the value of Qty is below the Threshold and a Reorder amount is present, then the item qualifies to be auto-entered to a Purchase Order.
   
   Do not use a value of 0 (zero).

5. If checked, then uncheck the On Order checkbox.

6. Select a vendor from the Order From dropdown field, if not already done.
   
   The next time you click Purchase Orders > New Purchase Order, and you have Work Orders for which a Frame Order has not been created, these items will be included in that Frame Order.

2) Ordering with Post to Purchase Order Button

• This is best when ordering individuals items as needed. It adds the supply item to the last open Purchase Order which is marked as “Not Placed” or adds it to the next Purchase Order to be created for the supplier identified in the Order From field.

1. Locate the item in the Price Codes file.

2. In the Reorder field, enter the quantity you want FrameReady to add onto the Purchase Order, e.g. 12.
   
   

3. If checked, then uncheck the On Order checkbox.
   
   

4. Select a vendor from the Order From dropdown field, if not already done.

5. Click on the green Post to Purchase Order button (located below the Order From field in the Auto Inv tab).
   
   

6. A dialog box appears asking if you want to have the item added to the "Last" open Purchase Order for the supplier that has not been placed yet or if you want to add it to the next "New" purchase order that will be created in the future.
   
   

Note: If you selected “Last”, then the item will be added to an existing Purchase Order for this supplier. If you selected “New”, the item will be added when the next purchase order is created for the supplier in the Order From field.

6. Select Last or New.

7. An X appears in the On Order checkbox to let you know that this item has been ordered.  
   
   
   
   When the item is received and the inventory is Accepted/updated on the Purchase Order, then the X is automatically removed. The screen will not change from the supply item you are working on.

 

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