Purchase Orders

Creating a Purchase Order

Purchase Orders > New Purchase Order Button

In order to create the automated vendor shopping list in a Purchase Order, you must first create a Frame Order.

Make sure FrameReady knows who you order your framing materials from. See Setting up Purchase Orders.

How to Create a Blank Purchase Order

If you wish to create a blank PO and fill it in yourself:

1. Go to Purchase Orders > New Purchase Order button.

2. Enter the vendor using the drop-down list in the Company field.

3. Enter the items using the Item # field.

Any notes for this order may be included in the Notes field and will display on the printed document.

4.  The PO can be printed, or faxed directly from your computer with WinFax, or emailed as a PDF file. You can print any order at any time, as often as you like, as many copies as you like.

Printing with page breaks allows only one vendor to appear per page. Great for faxing.

5. The PO defaults to NotPlaced. When the order is sent to the company, mark the radio button Placed to indicate that it has been dealt with. Mark Received when the order arrives.

Tip: When the order is Received, check the list against the packing sheet to identify items which arrived and can be accepted into inventory using the Accept button. The button changes to show that inventory has been Updated. If a different amount arrived, adjust the number in Qty or Footage fields before accepting the item into inventory.

6. Mark the Back Order checkbox and a back ordered item will be automatically reordered. When it is added to the new PO, it will be removed from the current order.