invent!ory ULTRA Help			Index
Adding a New Purchase Order
u Vendor # Enter the vendor # in the yellow listbox or drop down the listbox and select the desired vendor name. v Purchase Order Number 8-digit numeric values only.Decimals okay. The default PO for a new PO is the next consecutive PO #. For an out-of-sequence PO #, just type it in. w PO Date Defaults to Today's date which you may override by typing in another date. x Bill/Ship Address Block Select a record number from the listbox. Bill/Ship records store the name and title of authorized signers of the PO as well as Comment and Equal Opportunity Employment Statements. Set up these address blocks beforehand using Main Menu | Purchase Orders | Bill./Ship Add. Set up multiple B/S records to "drop ship" supplies directly to branches	y PO Line Input Area Select the supply item to order from either the Serial # or Item Name listbox, If not stocked, type it in directly 1. Lot and Last Price are automatically entered for stocked items based on the price of the last log in. 2. If “Item” is "checked," the Item Name and Serial list boxes (below) are sorted on Item Name. 3. "Add PO Line" Button: Adds the contents of PO Line Input to the PO Grid.. You can add an unlimited number of PO lines to any PO. z PO GRID Accumulates the “batch of PO Lines comprising the complete PO.
y Adding a PO Line First, we select Adding Mach. & Calculator Roll 2.25 from the listbox Next, we type in 10 rolls for Quantity. Note: The system automatically enters the Lot and the Price of 0.5 (the last price ordered in the past). Then click "Add PO Line" button. The order for adding machine rolls is added to the PO Grid (below). Repeat this process for each item you wish to order from this vendor. Click "Save" to add the PO order.
PO Print Preview. After you click Save, the PO Preview window (left) "pops up" to let you print out the new PO 2173. ß Select the desired format ß Then click the Print button
Crystal Report command buttons: Along the bottom of the screen you will find these functions. Print: Enlarge Send as Email Print- File		The formatted PO appears in the Crystal Report View/Print window (left).
Adding A PO Line — Non-stocked Items Suppose you want to order something that you don't carry in stock. How can you just "type in" the order to the PO Grid? It's simple. As shown below, just enter the Quantity"(10), Serial Number (F909/91), the Lot (Case), and the Price (12.95) and type the description [Evian Bottled Water…] in the Item field. . Click "Add to Batch" to add the PO non-stock line (below). The Evian Bottled Water line is added to the bottom of PO Grid (left).
Adding A Text-Only PO Line Suppose you don't want to order anything but still want to show additional information about the order line to stress a detail to the vendor. For example, (below) we want to stress that the Evian water to be ordered is “Red label Prem. No Domestic substitutes.” A Text-Only PO Line is the way to do this. Type in your text (40 chars max) in the box (below). Click "Add Text-Only PO Line" button.
Note: Notice the quantities are all zero for "Red Label Premium (above).			ß Your text-only line appears in the grid,
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