Purchases

How do I create a new purchase request/order?
Go to the relevant job bag. Select the Purchases tab within Job Bags and click the add icon to add a new purchase. This action will take you to a new record in the Purchases Window; the Client and Job Bag details will be automatically input in the record. Choose the supplier by clicking in the Company field and select from the drop down list....

How do I create a purchase order with specifications?
In the Scope Tab of Purchases enter specifications for the job. Select an option from the drop down list in the Specification field (eg. Print). Enter a description of the specification (eg. 4 Colour Process) in the Detail field. Repeat this process in the following rows until you have entered all the specs.

How do I send a quote request to a supplier?
Click the email icon in the right corner of the scope tab. This will open a new email to the contact person with the specifications included in the email. If you want to select another contact person for that supplier, simply click in the Contact field and select the contact from the drop down list. You can also send a quote request as a...

How do I turn a quote request into a purchase order?
Once you have approved a supplier quote and are ready to raise an order, go the relevant purchase. In the Purchase Items tab mark the item(s) as approved by clicking the Status icon. Only the items you approve will appear in the purchase order. Press the Print button and select the print report Purchase Order from the pull down menu. Cl...

How do I change the title of a purchase order so that it doesn’t have the same name as the job bag?
When you create a new purchase order, the job bag title will automatically input as the title of the purchase order. To change the title so it is more specific to the purchase item, simply click in the Title/Notes field and type in a new title.

Why can’t I see any purchase items in my printed purchase order?
A purchase item must be approved for it to be included in your order. Approve the relevant items by clicking the status icon next to each item.

Where can I record materials and in-house costs?
The Time/Materials Window can be used to record materials. These are expenses that are incurred during the job, that are not a part of your purchase orders to suppliers. These may be items such as colour laser proofs, compact discs and express post envelopes. Other non-job related expenses such as phone bills and rent should only be inc...

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Purchases