OverviewTo raise a purchase orders for your supplier select the Accounts tab then select Purchase »Order the following screen will appear. |
To raise a purchase invoice for your supplier select Accounts Purchase Invoice the following screen will appear.
Supplier |
Select the supplier by using the look up button. A pop up will appear on the screen to select the supplier. If the supplier’s name doesn’t exist in the list select ‘New’ to create the supplier on the fly. |
Order number |
Depending on the Stock control Setting the order number is displayed in this column. For auto coding the order number will be auto and for manual numbering you can enter the purchase order number. |
Ref No. |
Enter the reference number here if any. |
Order Date |
Select the order date by using the calendar. Select the due date if you wish to. This depends on the credit terms of the business. |
Status |
Select the status by using the drop down. The default status is open. If already invoice has been generated select the status as invoiced. In case if the order is cancelled change the status as ‘Cancelled’. |
Attach |
To attach a file select the look up button to upload the file from the local machine. |
Product |
Select the product by using the look up. |
Description |
By selecting the product the product description will displayed in this column. If you wish to change the description of the product change it from here. |
Quantity |
Enter the product quantity you want to place an order. |
Price |
The product price is displayed here. |
Discount |
If discount is allowed to supplier for the product enter the discount percentage here. |
VAT |
The VAT percentage is displayed here. This is a read only column. |
Nominal Code |
The nominal code is displayed here. This is a read only column. |
Net Amount |
The Net amount of the ordered or invoiced product is displayed here. |
Goods In |
To enter the product details that you received from your supplier into Surf Accounts create Goods In. To create a new ‘Goods In’ select Stock » Goods In the following screen will appear. |
Supplier |
Select the supplier by using the look up button. A pop up will appear on the screen to select the supplier. If the supplier’s name doesn’t exist in the list select ‘New’ to create the supplier on the fly. |
Goods In No. |
Depending on the stock control setting the Goods In No is displayed. For e.g. in the stock control settings if the first Goods In number is set to Auto and the first number is set as 1 then the first Goods In number will be GIN1. |
Ref. No |
You may add a reference number here. For e.g. it could be the supplier’s order number. |
Order/ Invoice No. |
Select the look up button for the Purchase order number. By selecting the look up the purchase order pop up will appear against the selected supplier. |
Goods In Date |
Select the ‘Goods In’ date by using the calendar. |
Processed by |
Select the name of the account manager. If more than one user on this business is responsible for the goods in, you can select the name from here. |
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