The biscoPro PO Wizard allows you to easily create purchase orders based on a project budget to one or more suppliers at a time.
To start the process click on a node in the Purchase Orders section, then drop the Wizards button down and select PO Wizard.
The PO Wizard has four steps; Budget Selection, Item Selection, Edit Order Details, and Order Creation:
Budget Selection - You select one or more budgets that you wish to us as the basis for your purchase orders. You can filter the budgets to see either the variations or non variation budgets.
Item Selection - where you select the specific items you wish to purchase now. Select one or more items which will be carried through to the next step.
Edit Order Details - here you adjust the order details, select the supplier, set quantity and price.
The supplier is set to the items default supplier. When you click on the Suppliers field it changes to a drop down list to allow you to choose from the suppliers set up for the item. Click <<here>> if you'd like to find out more about working with items.
The system looks at the budget quantity and previous orders to determine the remaining quantity. Clicking into the Required Date field allows you do change this. You can also change the Cost field. (Don't worry, you can also change any of the order details after the order is created.)
Create Order - once you have sorted the order details the Create Orders button becomes active. Press this button and the system will create a separate purchase order for each different supplier.
You can now make any last changes, add notes etc, and then place the order when you are ready.
Press this button and the system will create a separate purchase order for each different supplier.