Set up Purchase Orders

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 You Begin...

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:

  • First, set up your suppliers (in the Contacts file) 

  • Second, assign the materials/products you order from them (in the Price Codes file).

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

• If items do not appear on your Frame or Purchase Orders, then it is very likely the Supplier is not yet linked to a Vendor.

• Also, set up the Print Options: Set up Purchase Order Options

1. In your Price Codes (form view), click the Order From sidebar button.
   
   It is not necessary to be on the screen of the vendor you wish to modify.
   
   

2. The "Link a Supplier to a Contacts" window appears.
   
   

3. From the Supplier drop-down list, select the Supplier / Manufacturer of the materials by clicking 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.

4. 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, then add them by clicking New Vendor.

5. The "Add a New Contact" window appears.
   
   

   • If you have clicked on New Vendor, then 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 or you don’t know the account number, then enter their phone number. The Account field must be unique to prevent mis-matches!
     
     In order for vendors to link to the Price Codes file, an entry must appear in the Account # field. This number appears 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.

6. 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).

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

Don't forget: Repeat the above steps until all your framing materials have been accounted for.

How to Set Up Purchase Orders Print Options

• See: Set up Purchase Order Options

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