Furniture Basic Procedures

In most cases, you probably build your purchase order at the time the order is created. However, to build your purchase order at a later date, do so using the Furniture Order Entry Change tab. Since large Furniture orders are often specified, ordered, and installed in phases, to help you order product efficiently, you have the ability to limit to a SIF file when creating purchase orders.

  1. Double-click graphics\ORDER_ENTRY16.gif. The Order Entry window opens, displaying the Global tab.

  2. If the Order Style list box does not default to Furniture, click the down arrow and click Furniture.

  3. If the Action Code list box does not default to order, click the down arrow in the Action Code list box, and click Change.

  4. Select the order.

  5. If you know the order number, enter it in the Order # box and press Enter.

  6. If you don't know the order number, click Order Browse. The Order Browse dialog box opens, listing the orders. Click the order to change and click OK. If the customer account or order you need is not displayed, you can use the Order # through Status list boxes to retrieve the order. Click the appropriate box and enter the information. Click Find. The order that most closely matches the one you specified displays. When the order to change displays, click the order and click OK. For more details, see In the Order Entry Order Browse Dialog Box.

  1. In the Enter Furniture Limits dialog box, you can set limit on the items to change by purchase order and acknowledgment number. Enter the beginning of the range in the first box and the ending of the range in the corresponding To box. To receive all the items to a staging bin, click the Receive All Items to a Staging Bin box. When you finish entering limits, click OK. For more information, see In the Furniture Enter Furniture Limits Dialog Box.

  2. The order appears in the Change tab. In this tab, you can change the order and shipped quantity, change costs and pricing for items on the pick ticket, view and change order settings, and view and change notes for the order. You can also add an item to the order, or substitute one item for another on the order.

  3. Click the Order Totals tab.

  4. To build the purchase order, click Build P/O.

  5. Click Accept Order.

  6. The Purchase Order Information dialog box opens. The system views the last item on the order to determine the vendor for this purchase order and displays it in the Vendor box. If you need to change the vendor, enter the vendor's name or account number over the existing vendor. If you don't know the vendor's name or account number, click graphics\FIND_A_RECORD16.gif to open the Vendor Query dialog box.

  7. You use the Purchase Order Information dialog box to specify information for this purchase order, including the following:

Next

P/O Number

Due Date

Ack #

Customer/Dealer/Vendor

Ship To

End the P/O

Use Pick Cost

Vendor Contracts

Existing Purchase Orders

  1. To view global information, click the Global Info button. The system displays information for the vendor (manufacturer). You can use this dialog box to specify a vendor contract. If you don't know the vendor contract, click FIND_A_RECORD16.gif to open the Furniture Contract dialog box. You can also use this dialog box to enter a P/O description, a category code, and any comments. For more information, see In the Purchase Order Entry P/O Global Settings Dialog Box. When you finish, click OK.

  2. The cursor returns to the Purchase Order Information dialog box. When you finish specifying information, click Accept. The Items to Be Purchased dialog box opens. The system automatically checks the items that match on the vendor alias, HON, for example, and displays them in this box. To deselect an item, click it. To reselect an item, click it again.

  3. You can use this dialog box to limit to a specific SIF file. To do so, click the down arrow in the SIF Limit box and click the SIF file by which to limit this P/O. For details concerning all the boxes in this dialog box, see In the Items to Be Purchased Dialog Box.

  4. Once the items to purchase are appropriately checked, click the Put On P/O button.

  5. The Purchase Order Information dialog box reopens for every vendor match the system finds on the order. However, the second time this box reopens, you must manually select the vendor. After you select the vendor to send this purchase order, enter the appropriate information. When the Items to Be Purchased dialog box reopens, select the items to purchase and click Put On P/O.

  6. When all the items on the order have been placed on a P/O, the Finished Adding Items to P/O # message appears, click OK. The cursor returns to the Global tab.

See also:

Automatically Building the Furniture Purchase Order

In the Furniture Purchase Order Info Dialog Box