Inventory Mode Button
|
Parts of the Purchase Order Screen: Inventory Mode Button |
|
|
Just above and to the right of the Item Area on the Main Purchase Order Screen is the "Inventory Mode" button. Inventory Mode is used for indicating what items are received and how many.
The use of this feature is optional. You'll find it particularly handy if you are using AnyPO in combination with AnyBook (publishing business software) and AnyOrder (mail order software). It allows you to update your inventory as you process each of your PO's. Here's how it works . . . Changes to the Item Area. When you click on "Inventory Mode," the color of the Item Area turns to a pink shade. This is a visual reminder that you are now working in the Inventory Mode. You'll also notice a change in the columns in the Item Area. Three additional columns appear: "Quantity Received," "Date Received," and a one-character column between the two. Quantity Received is where you enter the number of items actually received from the vendor. Let's say you ordered 5 boxes of pie tins, but only received 4. The Quantity Ordered column would show 5 and the Quantity Received column would show 4. Date Received is the date that the items are received. The date will be filled in automatically if you use the "Received Button" described below. (You can also use STOCK TOOLS >> INSERT RECEIVED DATE to paste the date in place.) The one-character column is available for your use and may be used for coding purposes. The most common use of this column to indicate back ordered items. If you use AnyPO's back order processing functions, the code letter "B" will be placed in this column if an item that you've ordered has been back ordered. In addition to the changes to the Item Area, clicking on "Inventory Mode" brings up a new set of buttons. The new buttons are grouped under two headings: Indicate Numbers Received Below you'll find more details on how each of the buttons work: Indicate Numbers Received. These buttons help speed up the process of recording how many of each product you received from the vendor "Received" Button. Use the "Received" button to indicate that you have received all of a selected item. The button is circled in red below:
To use the button, place your cursor on one of the rows in the Item Area. This selects the item. Then click on "Received." AnyPO will make the "Quantity Received" the same as the "Quantity Ordered" for that item. For example, let's say you place your cursor on the pie tin row. If 5 boxes of pie tins were ordered, after clicking the button, AnyPO will place "5" in the "Quantity Received" column.
"All Received" Button. Use the "All Received" button to indicate that you have received all quantities of all items. In other word, you received everything that was ordered. The "All Received" button is circled in red below:
When you click on this button, all numbers in the "Quantity Received" column will equal all numbers in the "Quantity Ordered" column. NOTE: The information from this point to the bottom of the page applies only to those users that utilizing AnyPO in conjunction with AnyBook (publishing business software) or AnyOrder (general invoicing and ordering software). If you are using AnyPO as a stand-alone program, you can skip the section below. Move Values to Inventory. These buttons are used to move inventory data into AnyBook or AnyOrder. If you are using AnyPO as a stand-alone program, then you can disregard them. If you, however, are using AnyPO in combination with AnyBook or AnyOrder, then you'll find this feature very helpful. It will automatically update the inventory for each of the products received. To use this feature, you'll need to make sure that you've done the following: 1) The product must have a catalog number in the "Your Cat #" column (on the Purchase Order Screen). 2) The same product and catalog number should be found in the Product Information Database. This is the database of products that is kept in AnyBook or AnyOrder. You've probably entered the product into the Stock Ordering Database found in AnyPO--which is just fine. You just want to make sure it's also in the Product Information Database. Remember: the Product Information Database is found in the core program (AnyBook or AnyOrder). The Stock Ordering Database is found in AnyPO. If both of the two steps above have been accomplished, then you can use the following buttons. If you have AnyBook or AnyOrder, you will see the following additional buttons: Move Values to Inventory "Selected Item" Button. Use the "Selected Item" button if you want to update the inventory of a selected item. To use the button, place your cursor on one of the rows in the Item Area. This selects the item. Then click on "Selected Item." "All Items" Button. Use the "All Items" button if you want to update the inventory levels for all items found on the purchase order. When you click on this button, AnyPO will take the "Quantity Received" figures for all items and add them to the existing inventories of each item. Internally, AnyPO's will search out each of the products in the appropriate inventory file and update each product's inventory level. To return to the Purchase Order Mode, click on "Return to PO Mode" button. The pink shading will disappear and the Main Purchase Order Screen will be ready to create another purchase order.
Other Parts of the Purchase Order Screen: Purchase Order # - Vendor # - Drop Shipment Item Area: Quan - Your & Cat # - Item Description - Price - Disc & Disc Total Item Area: Add, Place & Toggle Buttons Closed - Purchase Order Code- Overall Discount - Less Discount Terms - Taxable - Shipping Method - FOB - Shipping - Ordered By Purchase Order Screen Buttons: Navigation (VCR Buttons), Calculations, Help Other Buttons: VC Center, Revised?
|
