Purchase

A purchase order is an order that your business is making with one of their suppliers.

To access your purchase orders, click on the "Purchase" button beneath the "Orders" section on the leftmost menu, as seen highlighted in purple below:

Clicking this button will lead you the main menu for creating a purchase order.

• Any field that is marked with a red asterisk is a field that must be filled out.

Once you've filled in the customer's email, name and the order creation/completion date, you'll begin entering in the Billing Address and the Shipping Address by selecting one from the available options.

• If your shipping address is the same as your billing address, you can click the "Same as Billing Address" checkmark to the right of the shipping address title, as seen below:

Add Products: To add product(s) to a Purchase Order, click on the "Add Products" button.

• After clicking on that button, you'll see the "Add Products" menu where you add products to the purchase order.

• To change the amount of products that you're seeing on one page, click on the dropdown menu that says "Show ... entries" to change the amount between 10, 25, 50 or 100.

• Switch between pages of your products with the "Previous" and "Next" buttons.

• To add a product, click the checkmark box on the leftmost side (next to the product's name) and it will turn into a blue box with a white checkmark.
• You can create new products for a purchase order by using the "Create New Product" button on the bottom left of the "Add Products" menu (pointed at by the blue arrow in the image below).

The same process that was used for adding a product can also be used to add a package. Click on the "Package" tab (next to the blue arrow below) and then the "Add Package" button to put packages into the order.

Added products can have the quantity or reserved quantity changed for them by clicking the up or down arrows or by typing in the number you want.

To delete a product, use the red trash can icon on the right side. This is also where the price is located for a product (based on the quantity selected).

After that step, you can add any "Attachments and Notes" such as a description for the purchase order or attachments such as a PDF, Word Document, Excel Document, etc. with the "Add Attachment" button.

To complete you order, fill out any shipping detail or payment details as needed. Required fields are marked with a red asterisk.

Click on the purple "Create Order" button on the bottom-right to confirm your order, or click on "Cancel" to stop.

Once you've created several orders, they can be filtered using the three lines to the right of the column name (highlighted in yellow below):

• If the longest line is in the middle, no filter is being applied.
• When the longest line is at the top and the shortest line is at the bottom, the numbers go from the highest to lowest as you go down or in reverse-alphabetical order for letters.
• If the shortest line is at the top, then the numbers go from lowest to highest and/or the letters are in alphabetical order.

If you want to view the details of a purchase order, click the "three dots" dropdown button to the right of the order. This is also the location where you can cancel a sales order.

When you attempt to cancel an order, a warning will appear. Click on "Cancel Order" to confirm or the "Cancel" button to back out of canceling the order.

The "Payment History" section is a way for your organization to keep track of payments that it has made on Purchase Orders.

• Please note: This is NOT a way to pay the purchase order through QuickTrack RFID, it is meant for record keeping.

• The blue arrow points to the spot where you can change the number of rows that are displayed on the "Payment History" menu.
• To switch between pages of your Payment History, click on the "Previous" or "Next" buttons that are pointed at by the red arrow in the image above.
• To add a payment to your Payment History, click on the purple "Add Payment" button that's pointed at by the black arrow.
  • This will bring up a menu in which you can enter in information about the payment. Required information is marked with a red asterisk. The amount received must not feature a $, you can only include the number, for example, 789.70.

• Once you've entered in the payment information, you can save your work with the purple "Save" button or click on "Cancel" to stop.
• After saving, if the payment addition was successful you'll get the following message show below with a green notification.