Frame
types are summarised at the bottom of the layout
Select the frames
to order via the Select button
at the end of each line. (it will toggle to read Deselect)
Click New
PO From Selection - this will create a new purchase order
for the select products
Populate the record as follows:-
Enter the Supplier and Contact (example pyramid/ dean smith)
Enter Internal Contact
(Note: ensure the contact has a related email address in their contact record as this is where the acknowledgement of receipt of goods by GOODS IN will be sent. Also set the department to stencil as this will ensure stencil related POs display in their department customised list, e.g. Peter Joyce in the stencil department)Internal Department: Stencil
PO Type: Screen Frame
Ordered Qty: the quantity you are ordering
Unit Cost: the supplier's cost for 1 of the SKU
Once populated, click
Email Order To supplier
This creates a PDF
for the order, opens your email application, creates a new message
and inserts the PDF into this message. You can then send this to the
supplier
The PO
status updates to purple (sent) meaning it cannot be amended.
The ordered frames
credit the expected balances
per SKU
The next part of the
process will be dealt with by the goods in department, who will notify
the specified internal contact when the frames arrive.
You need to check them and book in the received quantity - this is very similar to the process for new screens and is outlined in Check the Received screens with a few key differences. When blank frames are booked in the following accounting happens
The qty booked in debits the expected balance and credits the available balance in the split pool
The blank frames will require mesh - i.e. re-stretching