PURCHASEORDERS - GlobalBake · PURCHASEORDERS PAGE1 PURCHASEORDERS PurchaseOrderscanbesystemgeneratedormanuallyenteredinGlobalBake ...

PURCHASE ORDERS

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PURCHASE ORDERS

Purchase Orders can be system generated or manually entered in GlobalBake.

This document outlines the process for manually entering a purchase order through to

sending the order to the vendor. For an outline on generating purchase orders, see

http://www.globalbake.com/help/Downloads/Suppliers/HowToGeneratePurchaseOrders.pdf

When an order has been delivered from the vendor, there is a stock receipt and invoice

process to convert the purchase order, see

http://www.globalbake.com/help/Downloads/Suppliers/HowToEnterAStockReceipt.pdf

http://www.globalbake.com/help/Downloads/Suppliers/VendorInvoice.pdf

ADDING A PURCHASE ORDER

From GlobalBake main menu Creditors/Vendors, click Purchase Orders, Add.

Enter the creditor/vendor. The Alpha button can toggle between alpha and account

number. You can also double-click or use F8 in the creditor/vendor field to get a

lookup list of the creditors/vendors.

The Date and Reference fields can be changed if required on the purchase order.

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Double click in the date field for a pop up calendar or type in the required date.

There is a global setting in File>Company Details>constants tab for the purchase order

reference.

Enter a date, if required, in the Date due field.

Double click to get a popup calendar.

SUPPLIER ADDRESS

Double click or F8 in the Sup.Add field to select the appropriate supplier address.

These are set up on the creditor/vendor Supply/Add tab

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From GlobalBake main menu Creditors/Vendors, display the creditor/vendor. Click on

SupplyAdd tab. Enter required details. Save & Exit or Save & Next to add another

supplier address.

ADD PRODUCTS

The Add Ingredients button will add the ingredient lines on the purchase order for those

ingredients where the creditor/vendor is a preferred supplier.

Tick All Prd will add all products the creditor/vendor supplies.

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Display each ingredient line and enter the quantity in the On Order field.

Click Save & Exit or Save & Next button to continue the order.

Delete zero quantity lines.

FAST ENTRY

There is a fast entry option which requires the appropriate columns entered on screen.

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Right click to insert the column Quantity Ordered Purchaser/Supplier. This column must

be in the purchase order, so the Order check box can be ticked.

The line turns yellow and the quantity can be entered, use the enter key to go to the

next line on the purchase order.

When the order is complete, click the print button to print, fax or email the order.

When an order has been delivered from the vendor, there is a stock receipt and invoice

process to convert the purchase order, see

http://www.globalbake.com/help/Downloads/Suppliers/HowToEnterAStockReceipt.pdf

http://www.globalbake.com/help/Downloads/Suppliers/VendorInvoice.pdf

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G/L LINES FOR NON-STOCK ITEMS

Non-stock items can also be ordered on the same purchase order as inventory items,

using the G/L Lines tab.

Click on a line and enter the appropriate GL code, purpose and ordered amount.

Ordered and Received fields are dollar amounts.

Qty Ord and Qty Received is the quantity. The rate is dollars divided by quantity.

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