Using the Purchase Order Checklist

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Here is a summary of what you need to consider when using the Purchase  Order module:

Firstly, make sure you create Suppliers and Products in Unleashed before using the Purchases module.

You can import Suppliers either by:

  • Creating them in Unleashed
  • Importing them from an old system
  • Synchronizing with an accounting provider.

Also bear in mind that when new Suppliers are created, ensure you use meaningful Supplier Codes, for example the name of supplier, or a description of what they supply such as ‘Ben’s Bakers’ which supplying bread could be BEN-BRD. When creating new Suppliers, please also ensure you use a different Supplier Code for each Supplier.

When purchases are made from a Supplier with a foreign currency, then all totals in the purchase order will be in a Supplier’s currency.

Other useful tips:

  • Adjust the receipted quantity when you have not received the stock you have ordered.
  • Do not receipt a Purchase Order until all costs have been added.
  • Do not add tax as a costing to a Purchase Order.

For more information, see Using the Purchase Module.

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Melanie - Unleashed Software
Melanie

Article by Melanie Chan in collaboration with our team of Unleashed Software inventory and business specialists. Melanie has been writing about inventory management for the past three years. When not writing about inventory management, you can find her eating her way through Auckland.

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