Purchase Order Imports
Purchase Order Import is a fairly simple process, but there are a few things to discuss to get you up to speed quickly
In Todo, click on the "Import Orders" button (far right of the screen)
You will see a screen a bit like the above
Any purchase orders available to be imported will show in the top section, click on the line and the order details will show below (for that specific order)
These orders above have Purchase Orders Nos and Job Nos, but say both are "unknown" . (you have forgotten to give the supplier either / or) This isnt an issue, just click down the bottom on "Quick Order"
This will bring up this screen
Type in the supplier id (or a few letters of) .
NOTE! you should have setup suppliers in the Purchase Order section see HERE if you havent
if there is also no job number you can do (and must) do a search of that (or type in STOCK) to send to the stock system)
PS it doesnt matter if you dont use the stock system, but you must type in (or look up) one or the other.
If say you use the Job Number as the order number (no problem), again you must create a "QuickOrder" (as above) to fill in the blanks
(every purchase must either have STOCK or a PURCHASE ORDER NO. and a JOB NO.)
You can overtype (if the supplier agrees) the accepted price or quantity and then click on the "IMPORT" buttton
This will import the priced line items to the material tab of the required job into the materials tab of "Labour & Materials".
If you have a Accounting Link setup then these order totals will be transferred as well
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