How to see a Foreign Currency Purchase Order in the Base Equivalent If a Purchase Order has been entered in foreign currency then you can switch to base (Your own) currency easily. Next to the ‘Currency’ field on the top of the Purchase Order, you should have a small button […]
How to Cancel a Purchase Order
How do I Cancel a Purchase Order? As long as good have not yet been booked in, a Purchase Order can be cancelled. To Cancel a Purchase Order, navigate to the Order by finding it on the Purchase Orders Global Enquiry. Alternatively, click into any Purchase Order record, and over-type […]
Viewing Partial Receipts from the Purchase Order Screen
Viewing Partial Receipts from the Purchase Order Screen If a Purchase Order has been ‘Part Received’, it is possible to view the quantities booked in versus quantities still outstanding from the Purchase Order screen. To do this, go to the Purchase Order you wish to check this for. For a […]
How to Book in Parts from a Purchase Order
How to Book in Parts from a Purchase Order Assuming a Purchase Order has been created for Parts, you can book in the goods once received. Go to the Purchase Order you are booking goods in for and click the ‘Book In’ button on the bottom of the order. A […]
How to Book In Equipment from a Purchase Order
How to Book in Equipment from a Purchase Order Assuming a Purchase Order has been created for Equipment, you can book in the goods once received. Go to the Purchase Order you are booking goods in for and click the ‘Book In’ button on the bottom of the order. A […]
How to Book In Miscellaneous Items from a Purchase Order
How to book in Miscellaneous Items from a Purchase Order Assuming a Purchase Order has been created for the Miscellaneous Items, you can book in the goods once received. Go to the Purchase Order you are booking goods in for and click the ‘Book In’ button on the bottom of […]
How to Book in Cross-Hire Items from a Purchase Order
How to Book in Cross-Hire Items from a Purchase Order Assuming a Cross Hire Purchase Order has been created, you can book in the goods once received. Go to the Purchase Order you are booking goods in for and click the ‘Book In’ button on the bottom of the order. […]
How to Remove Equipment from a Maintenance Contract
How to Remove Equipment from a Maintenance Contract Removing a piece of equipment from a maintenance contract is dependent on whether the maintenance contract has been invoiced yet. If the contract has not yet been invoiced and you wish to remove an item from the list, then select the relevant […]
How to Book In Goods Without a Purchase Order
How to Book In Goods Without a Purchase Order If you wish to book stock into the system without actually raising a Purchase Order, or Stock Adjustment, then you can simply create a Goods Received Note. To do this, go to Purchases > Enter Goods Received When the GRN screen […]
How to Set Up Equipment as Stock Items
How to Setup Equipment as Stock Items If you are just setting up the system and wish to put on your Stock items, then ensure that the setting ‘Allow Equip Status Change to Stock’ is set to ‘Yes’ in System > Settings. Note: This setting should be changed back to […]