OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Maintaining Inventory Information
Chapter 10 Maintaining Inventory Information
To create & maintain purchase orders
Purchase orders (POs) help you manage your inventory items when products are
ordered from vendors. You can create purchase orders to record the initial quantity of
products that you have stocked and on hand. You can create purchase orders even if
you do not maintain inventory.
For more
information on
creating and
maintaining
purchase orders,
see the “Creating
and Maintaining
Purchase Orders”
recorded video
tutorial and the
910 “Inventory
Management”
training course.
Note
Locations and labs may be restricted from creating purchase orders by
the Home Office. For more information on centralizing purchasing, go
to To set up centralized preferences on page 65.
Click the Products icon, select Purchase Order, and select Manual PO.
OR
Click Tasks on the main window toolbar, select Purchase Order, and select
Manual PO.
The Purchase Order Search window opens.
Note
To maintain an existing purchase order, locate the purchase order
by entering search criteria as needed:
• Select a status from the Status drop-down menu as needed.
• Select a vendor from the Vendor drop-down as needed.
• Narrow the time frame you are searching by entering a
beginning date the product is required in the Date Required
from field and an ending date the product is required in the
Date Required thru field as needed.
• Narrow the time frame you are searching by entering a
beginning date in the PO Date from field and an ending date
in the PO Date thru field as needed.
Click Refresh to search for the PO based on the criteria you
entered. Once you have located your purchase order, double-click
the PO. The Purchase Order window opens. Complete one of the
following tasks:
• Update the PO information as needed and click Save.
• Click Cancel Entire PO to cancel the entire purchase order.
• Click Print PO to print the purchase order.
• Click New to create a new purchase order.
To create a new purchase order, click New PO.
Select a vendor from the Vendor drop-down menu.
Type the date by which the product is needed in the Date Required field.
Type the reference or tracking information in the Reference field, if available.
Type the name of the freight carrier in the Ship Via field, if known.
Type the freight-on-board code or information in the FOB field, as needed.
412 OfficeMate Home Office User’s Guide