Adding items to a Purchase Order

There are several ways to add items to an existing purchase order or to create a new Purchase Order while placing an order for an item. Items are also implicitly added to purchase orders during several related tasks such as placing special Orders for customers.

Once you select a supplier a new Purchase Order is raised with the Suppliers information included (or an already active one is displayed) which you can add items to as you wish. Use the Add Item (Alt A) command to add an item.

You can add items that are already in your Stock records or you can create new Stock records for items that are not. Follow the instructions presented and enter as much details as possible.

Make sure to enter as much information about each item as is possible at this stage as this will be used as default conditions when the item is delivered. The price to enter is the FULL price in the currency of the Supplier. This is useful, if known, to keep track of the value of items already on order. This may not be the price that the items are supplied at. This latter is entered when the item is actually delivered. Enter the discount expected, which is typically the standard discount from this Supplier. Also, for Suppliers dealing in a different currency, enter the exchange rate applying at the time (this may change before the items are actually delivered but is used to compute an expected cost for the Purchase Order) The values for discount and exchange rates appear on the Purchase Order Detailed form as the rates applied. These can be changed using the Edit Item command.