OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Chapter 10 Maintaining Inventory Information
Maintaining Inventory Information
To create & maintain purchase orders from quantity on hand
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.
OfficeMate helps you automate your ordering and inventory management by creating
purchase orders for all vendors for items that drop below their minimum stock levels.
Click the Products icon, select Purchase Order, and select From
Qty-On-Hand.
OR
Click Tasks on the main window toolbar, select Purchase Order, and select
From Qty-On-Hand.
The Create PO from On-Hand window opens.
Select a location from the Location drop-down menu.as needed.
Select a product type from the Product type drop-down menu, as needed.
Select the type of stock from the Stocking Type drop-down menu, as needed.
Select a designer from the Designer Series drop-down menu, as needed.
Type a date for the PO in the PO Date field.
Type the vendor reference number in the Ref no text box, if applicable.
Select a vendor from the Vendor drop-down menu.
Type notes in the Note text box, if applicable.
Select the staff member creating or maintaining the purchase order from the
Recorded By drop-down menu, if this field is not locked. For more
information on locking and unlocking this menu, go to Setting Up Security on
page 47.
Click Process.
The products that are below their stock levels are displayed.
Update each product’s Order Qty, as needed.
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