DEAR Systems can provide a variety of features that supports your business. For those who have just got started with the system, we’re here to provide you with a guide to create an Advanced Purchase Order. In this blog, we will show you how to create your own order and how to convert a simple sale to an advanced sale.
To create an Advanced Purchase Order from scratch, start by adding your supplier and ‘required by date’ to a new purchase. Next, select the products you want to purchase and how many of them you want to buy.
Once you’ve authorised the purchase, you’ll need to add a stock receiving stage to your order. This can be done by clicking on the icon labelled Inventory and Receiving on the left handside of the screen. From here, you can also add a new invoice and choose to prioritise over the stock receiving stage. This is advised, as you can copy the product information from the invoice and paste it onto your stock receiving stage.
Some details from both your invoice and incoming stock will be carried onto the next stage of your purchase order. However, since you will have items to receive from your suppliers, you won’t be able to progress any further without a second invoice.
Copy the outstanding products that you’re waiting on from your order onto your second invoice. Further additional invoices can be added if necessary. After authorising your invoice, copy the information onto another stock receiving stage and authorise that as well.
If you’re happy with all the information in the order, click on the order number on the top left of the screen and mark the entire order as received.
To see this process in a step-by-step, watch our YouTube video below. For more helpful hints and tips, see more of our blogs here.
