Follow

How To Do General Stock Order or an Order for Specific Job/RO/Saved Invoice

The purpose of this article is to teach you how to use the stock order feature of Autosoft and how to link your order to Job/RO saved Invoice in which it was ordered for if applicable. This will allow you to monitor your stocks ordered and receive stock using a Creditor Invoice without the need to re-key the parts.

This guide has been broken up into 2 parts- Creating a general Stock Order and Creating a Stock Order for Parts needed on a Job

1. Creating a general Stock Order

  • Go to WorkshopStock Stock Order

                      OR

          Parts - Stock - Stock Order

  • Fill in the necessary details such as the Supplier Name and Code, Order Date, Due Date, Purchaser and Order Comment
  • In the Item Code  Field = search and select the Part you wish to order
  • Enter the Qty Order = specify the number of items you need to order

27.jpg

  • Repeat the above for additional Lines you need to order
  • Finalise
  • Select the Print Option to Print/Send/Fax your order as required
    • To Email – if you have pre entered an email address in the Creditor Master File, it will be available for you to choose, if not – click Add Recipient
    • Edit the Email Message as necessary and Click OK to send your message

28.jpg

 

 2.       Creating a Stock Order for a part needed on a Job

When you need to create an Order for a part required for a job, you have 2 options- a) Creating the order from the Invoice/RO screen OR b) Creating the order from the Stock Orders Screen and linking it to the RO

       Option a) Creating the order from the Stock Orders Screen and linking it to the RO

  • Go to WorkshopStockStock order
  • Fill in the necessary details such as the Supplier Name and Code, Order Date, Due Date, Purchaser and Order Comment
  • In the Item Code Field = search and select the Part you wish to order

Note: If the part does not yet exist in the system, you can create it from here by entering the Part number then TAB to give you the option to create the Stock

          Enter the Qty Order = specify the number of items you need to order

  • In the Job Card field = search and select the Invoice/RO you wish to link the order to

29.jpg

 

       Option b) Creating the order from the Invoice/RO screen

  • In your Workshop Invoice/RO- click on the Part you need to order
  • Add Item to Order button

31.jpg

 

  • To add an item directly to an existing order
    • Select the existing order – click Add to Order

OR

  • To create a new order for a selected Supplier 
    • Drop down to Select the Supplier – Create New Order for Selected Supplier
    • Select the order you just created -  Add item to Order

32.jpg

 

Keeping Track of What is on Order

To see all stocks on Order -

http://service.autosoft.com.au/entries/21549284-How-to-search-for-all-Stock-on-Order-

Stock on order for a Job-

http://service.autosoft.com.au/entries/21576299-How-to-search-Stock-on-Order-for-particular-Jobs-RO-Saved-Invoices

Receiving your Order

When order has been sent to the supplier, they will send you an invoice corresponding to that order. To fulfill this, you need to create a Creditor Invoice.

http://service.autosoft.com.au/entries/21431865-How-to-Process-a-Creditor-Invoice-with-a-Stock-Order-Tied-To-It

 

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

1 Comments

  • 0
    Avatar
    Volvo

    This information is helpful to to how to do general stock order or specific job or saved invoice info. The information is are all given in this website for the dissertation writing help uk entries. The information is clearly written in the saved invoice, and thank you.

Please sign in to leave a comment.
Powered by Zendesk