Stock Options: Purchase Order Options

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Go to Stock > Stock Options and select the Purchase Order tab.

Hover the mouse over the different menu options. If the cursor changes to a hand (Hand_Cursor), then click to go to the subject.

Suppliers With Stock To OrderHelpSecurity SetupTabsUnlock MonitorQuick AddCalendardashboardCompanyEmployeeQuoteWorkshopSupplierCustomerLedgerInvoiceFileRTS LookupGoods ReceivingGRN LookupPO LookupNew RTSNew POPurchase PlanningExtraStock GroupsStock TakeStock AdjustmentsStock OptionsStock TurnoverItem LookupExtended Item LookupStock DetailNew ItemStock Main Menu


Hover the mouse over the different fields on the form. If the cursor changes to a hand (Hand_Cursor) , click to get more information.

Stock Level AlertNew DefaultsWarehouse TransferPricingReturn To SupplierGoods ReceivedPrintingGeneralRFQSelect a reportSelect a reportDesign Custom ReportDo Purchase Orders Needs App.Local SettingDesign Custom ReportStock_Options_PurchaseOrder



Stock Level Alert.

Select the checkbox, this will now activate the alert which will pop up to warn you that your stock levels dropped below the reorder quantity that you have set in the inventory (stock) form.

The warning will appear as follows:


You can click on the alert to get a list of items that is below the reorder level. This is also available on the Dashboard (should you have purchased this module), however the result from the Dashboard is what the SI has calculated as critical stock, your stock alert is determined by what you have selected as your re-order value on the stock form.


Purchase Order Approval .

If purchase orders need approval, then the following three criteria must be fulfilled:

 1) Do purchase orders need approval? (this form),

 2) Purchase Order Authorization Required (supplier form), and

 3) Remove the approve rights in the security form.


Note: If "Purchase Order Authorization Required" is unchecked, then the approval checkbox in the purchase order form will be checked automatically.


For example, the buyer can create the purchase order, but he cannot place the order if he has not been granted "approve" rights. The manager can now open the purchase order and approve it. After it is approved, you won't be able to change the order. If you have granted the buyer process rights, he will be able to order the items once they have been approved.


Remember to lock both this form and the supplier form if you don't want them to evade purchase order approval.



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