PZ Management - Link the PO to a Sales Order- 07-24
PZ Management - Link a Sales Order PZ Buy in item to a Purchase Order
A PZ Part Purchase Order is typically created by the store to allow the purchase and selling of a Pedders Non-Stocked item to their customer, the PZ Purchase Order creates a Batch Lot which is then able to be picked up by Point of Sale - PZ Management, and linked directly to the Sales Order (invoice)
- In Point of Sale, click on the PZ Management button to open the Indent Parts Purchasing DataGrid.
- From the DataGrid, locate the Sales Order that needs to link to the Purchase order, and select PO Link from the top Menu.
3. Enter through the form to the Supplier field, and input the supplier, use F2 Look up select the supplier from the DataGrid or menu option, - List View
Continue to enter through the form.
- Enter the Quantity,
- Enter the Buy Price excluding GST
- Enter the Item Supplier Code (part number), this should equal the suppliers part number exactly.
- Enter the Supplier Item Description, this should represent the Make, Location, and orientation of the part. (Subaru LHF Front Lower Ball Joint)
- Enter the Buy Reason code or search F2 Look Up to select the correct Buy Reason.
(It is critical the correct Buy Reason is selected for accurate Head Office reporting)
Once the form is Complete click OK to exit, and select Y to Print/Send the Purchase Order
If Prompted, Hit Enter, or click OK to continue.
Hit Enter to confirm the Update of the supplier buy Price. Note: this price is recorded for reference next time you buy this item for comparison.
5. With the parts now at the store, Select Maintain PO from the Point-of-Sale screen.
Highlight the order, and from the top menu select Goods Receipt,
Hit Enter to confirm the warehouse and confirm Lots Entered screen default is Y.
6. The top menu will be defaulted to Receive, hit enter to open the item line and continue to enter, the fields will highlight giving you an opportunity to change if required, continue to do each line if multiple lines need to be received, a goods received screen will confirm the entry, hit enter to continue, and hit Q or select Quit from the top menu.
Enter the delivery docket invoice number into the Delivery Docket field, and OK.
7. Select Update from the top menu or use U from the keyboard, Enter through the Transaction Entry screen, and the Confirmation Screen
The Release Items to SO field default should be set at Y, use F4 or enter through the screen
Hit Enter, or click ok to action the update, and the report screens.
Select Yes to see the result or No to continue, if Yes is selected a review screen will be visible with all relevant information.
The Purchase Order is now Complete, and the status is at updated including the docket number, use Escape or X to exit.
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