Purchase Order Screenshots

DENALI’s Purchase Order module allows you to manage your orders from initial ordering through receiving and invoicing. You can view vendor history, previous item costs, and order/receive dates for all of your orders. There are several different options for setting up the module to meet your needs and various options for tracking your orders.

To save time, if Purchase Order is integrated to Inventory, you can create purchase orders that generate directly from Inventory. You can set up the system to automatically include items that are below a certain stock level, decide how many days you want to order for, and choose from which vendor to order. This computer-assisted process helps ensure that all of the necessary items are ordered.

If you are ordering from a vendor from which you have previously purchased, you can view your purchasing history and add items to the current purchase order. For example, if you are ordering from PARTSGALORE, you can select either the History button in the entry window or the Purchase History button from the History slide-out menu to view your purchase history from PARTSGALORE. Then, you can select any items directly from the Purchase History window and add them to your current order.

You have many different options when you receive purchase orders, including whether you want to receive the entire order or just part of it, if you want to receive and invoice the transaction at the same time, and if you want to print the order or labels for the order.

By customizing the PO Enter Purchase Orders and PO Receive Items windows, you can control what information your buyers can view or edit when entering, receiving, or invoicing orders. Because you can attach the screen layouts you set up to different Buyer Codes, you can allow certain buyers to have rights to view and edit information that other buyers may not have. For example, if you don’t want a buyer to be able to change item prices, you can hide the cost fields for that layout. You can also customize these screens to specifically meet the needs of your business and processes. For instance, you can modify the field labels to be the same as your pre-printed business forms or to use your company’s terminology. You can even set up the location of the fields in the tab order to help increase efficiency.

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