Raising Order for Stock Items

Background

Aside from stock items that are created within TOT Shirts Limited, all other stock items originate from external sources.

Purchase orders are the mechanism by which stock items that come from external sources are requested,. received, processed and accounted for within TOT Shirts Limited

All stock items that come from an external source need to have originated from Purchase Orders.

Purchase orders aside from being the mechanism by which the stock line item balance increases, are also used for accounting purposes.

Purchase orders may be raised for several reasons:-

• a shortfall has been identified in a stock line item
• desire to hold specific lines for future usage
• expectation that there will be increased demand in coming period

Purchase orders can be raised from several locations within strokeone, (i.e blank garments can be ordered when allocating garments to a job order for example)

The central resource for raising purchase orders is from the stock items list layout

About this task

This topic will instruct you how to raise a purchase order from Stock Items list layout.

Prerequisites

Ensure that you have opened the stock items list layout.

Procedure

1. The Stock Item list layout opens in find mode.that is there are no items yet shown.
   

2. Locate the items you are interested in ordering by entering some criteria in one or more of the header fields and processing the find.
   See Viewing the Stock Items List for guidance on how to do this if required..
   

3. The stock Line items that match the search criteria entered in step 2) are displayed in the screen.
   
   Note the Select button at the right of each data row.
   

4. Select an item that you wish to order, by clicking its select button
   (Note the button label toggles from Select to Deselect)
   
   

5. Repeat step 4) if you are ordering multiple items.
   
   (Note though that when you place a purchase order it is placed with a single supplier - so you may wish to restrict the items you select to those which can be obtained from the same supplier).
   
   Tip: if you accidentally select an item, click the button to toggle it back to unselected.
   

6. Once you have selected the items that you wish to order, you should review the items selected.
   To assist you with this, you can use the Show Selected button on the bottom right to filter the screen to only show items that have been selected.
   

7. Once content, with your selection, click the New PO From Selection button in the bottom left of the screen.
   
   

8. You are presented a warning prompt outlining how many items you are going to order.
   
   Click OK to continue.
   

9. A Purchase Order for the items selected in steps 4) to 5) is created in an in progress state.
   
   
   The purchase order needs to be fully populated before it can be sent.
   
   See Populating and Sending a Purchase Order for the next steps.
   
   

Related Topics

Viewing the Stock Items List

Populating and Sending a Purchase Order