1. Purchase
orders can be printed on plain paper, instead of expensive preprinted
forms. Your company's logo can be scanned and copied into PO
Preferences to be included at the top of the printed purchase
order.
2. The vendor representative's name, telephone number,
and fax number are copied from the vendor's account automatically
for quick and easy reference. Be sure to keep your vendor
accounts up to date to eliminate double-entry when writing
purchase orders.
3. A complete, detailed description of exactly what's
being ordered appears prominently on the printed purchase
order. This description should clearly explain to the vendor
the specifications and parameters of each order.
4. The purchase order has five different user-defined fields that can
be used to highlight key specifications. Use the special instructions
section to document and explain any special handling this job requires.
The optional delivery address shows the vendor where the material needs
to be shipped.
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5. Up
to three different approvals can be included on the printed purchase
orders. These approvals officially authorize the vendor to do
the work described on the purchase order. If the purchase order
was approved online, the approver's digital signature will be
printed automatically.
6. Clients & Profits tracks each revision made
to a purchase order. The revision counter increases every
time a change is made, helping to ensure that both the production
department and vendor are working off the most recent version
of the order.
7. Purchase order amounts can be based on a vendor's
quote, or a ballpark estimate based on a best guess. In any
case, the amounts shown on the printed purchase order documents
for the vendor what the work should cost.
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8. A
purchase order can contain a single order amount, or be split
into dozens of different items. Each order item can be charged
to a different job and task (or even split between different
jobs) for precise accountability. Each line item can include
an option quantity, unit price, unit of measure, and a complete
description. You have an option to show or hide these details
when the purchase order is printed.
9. The shop's standard disclaimer is copied to every
newly-added purchase order, but can be customized on individual
POs. The disclaimer is the fine print that details terms and
conditions the vendor agrees to by accepting the order.
10. Up to five copies of the purchase order can be
printed on plain paper, one for each distribution name entered
onto the PO. This makes printing duplicate copies simple --
and without using expensive multi-part forms.
See how to add a purchase
order.
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