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Index

Purchase Order Ba sics—Bill / Ship Records

Bill / Ship records contains the standard PO information which usually doesn't change much. This information consists of:

 

·    Street Addresses

·    Purchasing Manager's Name and Title  

·    Comments and

·    EEO statement.

 

Benefit: Set up a Bill Ship record once and you may call it into a PO simply by entering its record number.

 

Inserting a Bill/Ship Record into a New PO

 

When you add a new PO (below), you insert the Bill/Ship record into a PO (right) by:

 

·    entering the record number (here, "1") into the

Bill/Ship Rec # listbox (right)  and hitting [Enter]

 

or…

·     by browsing from the drop-down list box  

 

 

Setting Up  Bill / Ship Records

 

You add a B/S record from Main Menu | Purchase Orders | PO: Add Bill/Ship.

 

Note:

·    You must add at least one Bill /Ship record before you may issue your first PO.

·    Whatever you first type into the Bill To fields (Company, Address, and City/State/Zip) is replicated in the Ship To field for you to edit as you wish.

 

 

 

 

 

 

 

 

 

Comments field (left, 160 characters max)

 

 

Equal Employment Opportunity Statement (left, 480 characters, max)

 

 

Editing PO Bill / Ship Records

(Main Menu | Purchase Orders | PO: Add Bill/Ship)

To Find a Record to Edit or Delete:

Use the Record Finder tool (below) to scroll serially through your records. Just click the arrow keys.

 

Saving your work:

 Use  these buttons to save your editing or to delete the record.

 

This screen allows you to edit or delete an existing Bill/Ship record.

 

 

 

 

 

 

 

 

 

Copyright 2008, Koehler Software, Inc.