Fishbowl Drive
Purchase Orders: Difference between revisions

Purchase Orders: Difference between revisions

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* Click the '''AUTO ORDER''' button to automatically create purchase orders based on [[Inventory|reorder points]].<br>{{Image|2|Purchase Orders}}
* Click the '''AUTO ORDER''' button to automatically create purchase orders based on [[Inventory|reorder points]].<br>{{Image|2|Purchase Orders}}
{{Import|Orders}}
{{Import|Orders}}
** '''PurchaseOrder-Number'''
** '''PurchaseOrder-Number*'''
** '''PurchaseOrder-VendorName'''
** '''PurchaseOrder-VendorName*'''
** PurchaseOrder-DateScheduled
** '''PurchaseOrder-DateScheduled'''
** '''PurchaseOrder-PurchaseOrderStatus''' - New purchase order gets BID_REQUEST by default
** '''PurchaseOrder-PurchaseOrderStatus''' - New purchase order gets BID_REQUEST by default
** PurchaseOrder-CustomerSONumber
** '''PurchaseOrder-CustomerSONumber'''
** PurchaseOrder-VendorSONumber
** '''PurchaseOrder-VendorSONumber'''
** PurchaseOrder-BuyerName
** '''PurchaseOrder-BuyerName'''
** '''PurchaseOrder-CarrierName'''
** '''PurchaseOrder-CarrierName*'''
** PurchaseOrder-CarrierServiceName
** '''PurchaseOrder-CarrierServiceName'''
** PurchaseOrder-VendorAddressName
** '''PurchaseOrder-VendorAddressName'''
** PurchaseOrder-VendorAddressCity
** '''PurchaseOrder-VendorAddressCity'''
** PurchaseOrder-VendorAddressState
** '''PurchaseOrder-VendorAddressState'''
** PurchaseOrder-VendorAddressCountry - {{SeeCountries}}
** '''PurchaseOrder-VendorAddressCountry''' - {{SeeCountries}}
** PurchaseOrder-VendorAddressPostalCode
** '''PurchaseOrder-VendorAddressPostalCode'''
** PurchaseOrder-ShipToName
** '''PurchaseOrder-ShipToName'''
** PurchaseOrder-ShipToStreet
** '''PurchaseOrder-ShipToStreet'''
** PurchaseOrder-ShipToCity
** '''PurchaseOrder-ShipToCity'''
** PurchaseOrder-ShipToState
** '''PurchaseOrder-ShipToState'''
** PurchaseOrder-ShipToCountry - {{SeeCountries}}
** '''PurchaseOrder-ShipToCountry''' - {{SeeCountries}}
** PurchaseOrder-ShipToPostalCode
** '''PurchaseOrder-ShipToPostalCode'''
** '''PurchaseOrder-LocationName'''
** '''PurchaseOrder-LocationName*'''
** PurchaseOrder-GrandTotal
** '''PurchaseOrder-GrandTotal'''
** PurchaseOrder-MultiCurrencyGrandTotal
** '''PurchaseOrder-MultiCurrencyGrandTotal'''
** '''PurchaseOrder-HomeCurrencyName'''
** '''PurchaseOrder-HomeCurrencyName*'''
** '''PurchaseOrder-ExchangeCurrencyName'''
** '''PurchaseOrder-ExchangeCurrencyName*'''
** '''PurchaseOrder-ExchangeRate'''
** '''PurchaseOrder-ExchangeRate*'''
** '''PurchaseOrder-FobPointName'''
** '''PurchaseOrder-FobPointName*'''
** '''PurchaseOrder-PaymentTermName'''
** '''PurchaseOrder-PaymentTermName*'''
** PurchaseOrder-Contact
** '''PurchaseOrder-Contact'''
** PurchaseOrder-Phone
** '''PurchaseOrder-Phone'''
** PurchaseOrder-Email
** '''PurchaseOrder-Email'''
** '''PurchaseOrder-ShippingTermName'''
** '''PurchaseOrder-ShippingTermName*'''
** PurchaseOrder-Url
** '''PurchaseOrder-Url'''
** PurchaseOrder-DateIssued
** '''PurchaseOrder-DateIssued'''
** PurchaseOrder-DateFulfilled
** '''PurchaseOrder-DateFulfilled'''
** PurchaseOrder-Notes
** '''PurchaseOrder-Notes'''
** PurchaseOrder-VendorResidential - default false
** '''PurchaseOrder-VendorResidential''' - default false
** PurchaseOrder-VendorAddressVerified - default false
** '''PurchaseOrder-VendorAddressVerified''' - default false
** PurchaseOrder-ShipToResidential - default false
** '''PurchaseOrder-ShipToResidential''' - default false
** PurchaseOrder-ShipToVerified - default false
** '''PurchaseOrder-ShipToVerified''' - default false
** PurchaseOrderItem-ItemName
** '''PurchaseOrderItem-ItemName'''
** '''PurchaseOrderItem-LineNumber'''
** '''PurchaseOrderItem-LineNumber*'''
** '''PurchaseOrderItem-Name'''
** '''PurchaseOrderItem-Name*'''
** PurchaseOrderItem-Description
** '''PurchaseOrderItem-Description'''
** '''PurchaseOrderItem-PurchaseOrderItemType'''
** '''PurchaseOrderItem-PurchaseOrderItemType*'''
** '''PurchaseOrderItem-PurchaseOrderItemStatus'''
** '''PurchaseOrderItem-PurchaseOrderItemStatus*'''
** PurchaseOrderItem-VendorItemName
** '''PurchaseOrderItem-VendorItemName'''
** PurchaseOrderItem-CustomerName
** '''PurchaseOrderItem-CustomerName'''
** PurchaseOrderItem-Quantity
** '''PurchaseOrderItem-Quantity'''
** PurchaseOrderItem-QuantityReceived
** '''PurchaseOrderItem-QuantityReceived'''
** PurchaseOrderItem-QuantityFulfilled
** '''PurchaseOrderItem-QuantityFulfilled'''
** PurchaseOrderItem-QuantityPicked
** '''PurchaseOrderItem-QuantityPicked'''
** PurchaseOrderItem-Notes
** '''PurchaseOrderItem-Notes'''
** PurchaseOrderItem-UnitCost
** '''PurchaseOrderItem-UnitCost'''
** PurchaseOrderItem-MultiCurrencyUnitCost
** '''PurchaseOrderItem-MultiCurrencyUnitCost'''
** PurchaseOrderItem-DateScheduled
** '''PurchaseOrderItem-DateScheduled'''
** PurchaseOrderItem-DateFulfilled
** '''PurchaseOrderItem-DateFulfilled'''
** '''PurchaseOrderItem-ExchangeCurrencyName'''
** '''PurchaseOrderItem-ExchangeCurrencyName*'''
** '''PurchaseOrderItem-ExchangeRate'''
** '''PurchaseOrderItem-ExchangeRate'''

Revision as of 10:20, 25 October 2022


Purchase Orders

FBO Purchase Orders 1.png

  • The Purchase Order module allows items to be purchased from vendors.
  • To create a new purchase order, click the FBO New Icon Button.png New button. Each existing purchase order is displayed in the search area on the left.
  • After all items have been added to the order, click the ISSUE button in the action bar at the top of the order.
  • Click the AUTO ORDER button to automatically create purchase orders based on reorder points.
    FBO Purchase Orders 2.png
  • To import orders from a spreadsheet or CSV file, click the More Icon Button.png More button at the top of the item list and choose Import Orders.
  • To create a template file with the correct column headers, click Export Orders.
  • The suggested order of CSV imports for new databases can be found here.
  • For a step-by-step tutorial on working with CSV files, check out the CSV video here.
  • Below is a list of the CSV columns. All column headers are required. Columns with an asterisk must contain data.
    • PurchaseOrder-Number*
    • PurchaseOrder-VendorName*
    • PurchaseOrder-DateScheduled
    • PurchaseOrder-PurchaseOrderStatus - New purchase order gets BID_REQUEST by default
    • PurchaseOrder-CustomerSONumber
    • PurchaseOrder-VendorSONumber
    • PurchaseOrder-BuyerName
    • PurchaseOrder-CarrierName*
    • PurchaseOrder-CarrierServiceName
    • PurchaseOrder-VendorAddressName
    • PurchaseOrder-VendorAddressCity
    • PurchaseOrder-VendorAddressState
    • PurchaseOrder-VendorAddressCountry - For example, US or United States. Click here to see the list of supported countries and codes.
    • PurchaseOrder-VendorAddressPostalCode
    • PurchaseOrder-ShipToName
    • PurchaseOrder-ShipToStreet
    • PurchaseOrder-ShipToCity
    • PurchaseOrder-ShipToState
    • PurchaseOrder-ShipToCountry - For example, US or United States. Click here to see the list of supported countries and codes.
    • PurchaseOrder-ShipToPostalCode
    • PurchaseOrder-LocationName*
    • PurchaseOrder-GrandTotal
    • PurchaseOrder-MultiCurrencyGrandTotal
    • PurchaseOrder-HomeCurrencyName*
    • PurchaseOrder-ExchangeCurrencyName*
    • PurchaseOrder-ExchangeRate*
    • PurchaseOrder-FobPointName*
    • PurchaseOrder-PaymentTermName*
    • PurchaseOrder-Contact
    • PurchaseOrder-Phone
    • PurchaseOrder-Email
    • PurchaseOrder-ShippingTermName*
    • PurchaseOrder-Url
    • PurchaseOrder-DateIssued
    • PurchaseOrder-DateFulfilled
    • PurchaseOrder-Notes
    • PurchaseOrder-VendorResidential - default false
    • PurchaseOrder-VendorAddressVerified - default false
    • PurchaseOrder-ShipToResidential - default false
    • PurchaseOrder-ShipToVerified - default false
    • PurchaseOrderItem-ItemName
    • PurchaseOrderItem-LineNumber*
    • PurchaseOrderItem-Name*
    • PurchaseOrderItem-Description
    • PurchaseOrderItem-PurchaseOrderItemType*
    • PurchaseOrderItem-PurchaseOrderItemStatus*
    • PurchaseOrderItem-VendorItemName
    • PurchaseOrderItem-CustomerName
    • PurchaseOrderItem-Quantity
    • PurchaseOrderItem-QuantityReceived
    • PurchaseOrderItem-QuantityFulfilled
    • PurchaseOrderItem-QuantityPicked
    • PurchaseOrderItem-Notes
    • PurchaseOrderItem-UnitCost
    • PurchaseOrderItem-MultiCurrencyUnitCost
    • PurchaseOrderItem-DateScheduled
    • PurchaseOrderItem-DateFulfilled
    • PurchaseOrderItem-ExchangeCurrencyName*
    • PurchaseOrderItem-ExchangeRate
Retrieved from "https://fishbowlhelp.com/d/index.php?title=Purchase_Orders&oldid=319"