How do I enter a creditor order ?

With the Creditors module, Office Maker Business offers you the possibility to order articles or services to your suppliers. The orders are recorded in the Creditor orders file, accessible via the Acquisitions menu.

In general, orders to suppliers are generated automatically from the Items-Services file using the Action>Generate orders command: various formulas are proposed to determine the items and quantities to order and the suppliers to choose in priority. But it is also possible to enter orders manually: to do this, call the Action>New command or click on the New button in the Creditor Orders file.

The main fields of a creditor order are the following:

• Number: the number of the order (usually assigned automatically by the program)
• Order date: usually the current date
• Delivery date: by default, the result of the calculation based on the date of the order to which the program adds the delivery time recorded in the supplier's file. This date can be modified.
• Print prices : if this option is not checked, the prices will not be mentioned on the document to be sent to the supplier.
• Delivery address : enter an address or click on the heading to select an address. This field only needs to be filled in if the delivery address is not the same as your usual address.
• Supplier code: enter the supplier's code or, failing that, the beginning of its name preceded by a slash (e.g. /Center). If the program finds several potential suppliers, a selection window appears. Once the desired supplier has been selected, its address is copied into the creditor order.
• Item code: enter the code or the beginning of the short name of the item. If the program finds several items, a selection window is displayed. Once the desired item has been selected, complete with the quantity and modify the price, the VAT code and the row total if necessary. Repeat the operation for each item to be mentioned in the creditor order.

Above the table summarizing the lines of the order, the cogwheel icon allows you to import lines generated by scanning barcodes.

At the bottom of the screen, you can enter remarks and a discount amount and if necessary modify the calculated total.

Validate the record to save it.