If you go into Purchasing>Purchase Orders and click on the 'Lines' tab you can enter lines in both Batch or single entry modes as follows:
- Selecting from a user-defined List
- Selecting Items in batch
- Selecting Descriptors in batch
- Selecting multiple Lines from a Supplier Catalogue
- Selecting a single Item
- Selecting a single Descriptor
- Selecting a single Line from a Supplier Catalogue
1. Selecting from a user-defined List
Click on the 'List' button on the 'Batch Entry' bar. A panel is presented that displays all pre-defined Lists. You can create your own Lists via Inventory>Lists. Upon selecting a 'List' a further panel will appear showing all lines in the List (Items, Descriptors, Labour). Select the specific lines from the List and click the 'Create Lines from Selected Contents' button. Each selected line will become a Purchase Order Line in its own right.
2. Selecting Items in batch
Click on the 'Items' button on the 'Batch Entry' bar. A panel is presented that displays all Items (excluding those with status 'Obsolete') in Ostendo. You can select specific lines, and place them in the lower panel, by either
- 'double clicking' on the line, or
- single click on the line and click the 'Add to Selected' button
In the lower panel you can now amend the required quantity.
Once you have made the full Item selection click the 'Create Lines from selected contents' button to add the lines to the Purchase Order
3. Selecting Descriptors in batch
Click on the 'Descriptors' button on the 'Batch Entry' bar. A panel is presented that displays all 'Active' Descriptors that are designated 'for general purpose use'. You can select specific lines, and place them in the lower panel, by either
- 'double clicking' on the line, or
- single click on the line and click the 'Add to Selected' button
In the lower panel you can now amend the required quantity.
Once the full Descriptor selection has been made click the 'Create Lines from selected contents' button to add the lines to the Purchase Order
4. Selecting multiple lines from a Supplier Catalogue
Click on the 'Catalogue Items' button on the 'Batch Entry' bar. A panel is presented that shows all Items in the current Supplier Catalogue. You can select lines, and place them in the lower panel, by either
- 'double clicking' on the line, or
- single click on the line and click the 'Add to Selected' button
In the lower panel you can now amend the required quantity.
Once the full selection has been made from the Catalogue click the 'Create Lines from selected contents' button to add the lines to the Purchase Order
5. Selecting a single Item
This can be used as an alternative to the above 'Batch' selection. Click on the 'Add' button located to the right of the screen. This will allow you to add details of a single line entry to be made in the lower part of the Order Line screen. From the drop-down against 'Line Type' select 'Item Code' then go to the next field ('Code') to select the specific Item from the drop-down list. All the remaining information (except the 'greyed out' fields) can be amended as required.
6. Selecting a single Descriptor
This can be used as an alternative to the above 'Batch' selection. Click on the 'Add' button located to the right of the screen. This will allow you to add details of a single line entry to be made in the lower part of the Order Line screen. From the drop-down against 'Line Type' select 'Descriptor Code' then go to the next field ('Code') to select the specific Descriptor from the drop-down list. All the remaining information (except the 'greyed out' fields) can be amended as required.
7. Selecting a single Line from the Supplier’s Catalogue
This can be used as an alternative to the above 'Batch' selection. Click on the 'Add' button located to the right of the screen. Select the specific Catalogue Item that you want to add to the Purchase Order Line. All the remaining information (except the 'greyed out' fields) can be amended as required.