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1. Purchase orders can be printed
on plain paper, instead of expensive preprinted forms. Your
company's logo can be scanned and copied into PO Preferences
to be included at the top of the printed purchase order.
2. The vendor representative's name, telephone
number, and fax number are copied from the vendor's account
automatically for quick and easy reference. Be sure to keep
your vendor accounts up to date to eliminate double-entry
when writing purchase orders.
3. A complete, detailed description of exactly what's
being ordered appears prominently on the printed purchase
order. This description should clearly explain to the vendor
the specifications and parameters of each order.
4. The purchase order has five different user-defined fields
that can be used to highlight key specifications. Use the
special instructions section to document and explain any
special handling this job requires. The optional delivery
address shows the vendor where the material needs to be
shipped.
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5. Up to three different approvals
can be included on the printed purchase orders. These
approvals officially authorize the vendor to do the work
described on the purchase order. If the purchase order was
approved online, the approver's digital signature will be
printed automatically.
6. Clients & Profits tracks each revision made to
a purchase order. The revision counter increases every time
a change is made, helping to ensure that both the production
department and vendor are working off the most recent
version of the order.
7. Purchase order amounts can be based on a vendor's
quote, or a ballpark estimate based on a best guess. In any
case, the amounts shown on the printed purchase order
documents for the vendor what the work should cost.
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8. A purchase order can contain a
single order amount, or be split into dozens of different
items. Each order item can be charged to a different job and
task (or even split between different jobs) for precise
accountability. Each line item can include an option
quantity, unit price, unit of measure, and a complete
description. You have an option to show or hide these
details when the purchase order is printed.
9. The shop's standard disclaimer is copied to every
newly-added purchase order, but can be customized on
individual POs. The disclaimer is the fine print that
details terms and conditions the vendor agrees to by
accepting the order.
10. Up to five copies of the purchase order can be
printed on plain paper, one for each distribution name
entered onto the PO. This makes printing duplicate copies
simple -- and without using expensive multi-part forms.
See how to add a purchase
order.
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