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Invoice4you for Purchasing

before we go further I want to make a personal request for you to like And subscribe this has no effect on you whatsoever you can even turn off notifications so that you never hear from me again but one click of a button shows YouTube that my channel is appreciated right purchase orders and receiving inventory are basic modules of any infantry management system so let's have a look at that today we're going to navigate to products and then to purchase orders and the top right here we're going to say create purchase order if you uh we doing this for the first time you'll see a create purchase order button at um down in the middle and here we can go and um enter a supplier now if the supplier is empty we click on supplier and we can go and enter whatever details about the supplier um name address email contact people phone numbers Etc I'm not going to because I've already got some suppliers set up I'm going to select Joe's Health products for my destination this is where I want the goods to be delivered to I've got two warehouses and I want this to be delivered to my basing Stoke um Warehouse you might only have a default Warehouse if you got one you might be Nationwide with 500 uh um destinations um but this is the warehouse that you're going to have the goods delivered to payment terms this is for your um accounts Department um when this invoice or when this purchase order comes to being paid when is it due for payment I'm going to say pay on receiving invoice okay um if you're purchasing locally like I am um I'm purchasing British pounds but if I was import in I could import from the US Europe Canada whatever the currency is that this invoice is going to be paid in that is the currency we're going to specify here we're then going to take the shipping details uh we're planning on having these Goods delivered by the 17th of December we are going to find our shipping carrier that the supplier is sending the goods to us for and once we get the tracking number from the supplier we can edit here under the delivery number okay right for choose items um as with all searches within shopline when you come into looking for products you can do a normal search on the product name um the skew collections the tags Etc uh for the purpose of this demo I'm just going to select two random products from the top of the list and here it's picking up previously information previously ordered information where it's picking up the skew it's picking up the cost this is coming from the last purchase orders that I created for these products okay um I can go and say right I'm going to bring in 100 it's already 50 uh £50 I want to bring 50 of these uh there has been a price change since the last time that I did this so we're going to make is £27 okay and there at the bottom we've now got summary of what um this order is going to cost okay if I collect um if I click on edit here I can choose a a discount that the supply is going to give me um I can choose let's just choose I'm going to get a 250 discount um I can add in different um insurances or extra fees or whatever it is that I want to have done let's just delete that one on Save okay you'll see there that I've got a a discount in at 250 so that gives me a bit more control over uh the value of my purchase order here I can say anything to um to the supplier um please tell the driver to deliver to door three of my warehouse when coming through or press the button at the gate to let in or whatever it is that you want to let your supply know about um we then go up and we'll click on the add purchase order button right okay and here we've now got our draft purchase order okay I am now going to I've now done a whole part of purchase orders for the day I've now asked my Clark he's now sent off purchase orders um we could export for argument sake to a PDF file and we could email that to to the supplier or we phone the order in it doesn't matter but what we have to do then is say right we've marked the the purchase order as ordered okay and there it shows that we've got a purchase order we haven't received anything um and there's all RPO details right the next thing we want to do is we want to receive that um that purchase order and we want to bring those items into stock and to do that we click here on the right hand side which says receive infantry which will bring up the items which have been ordered and we are going to say I've received my stock now um this is all hunky dory if the purchase order and the delivery um comes in 100% you can click on all and everything you ordered will come in however in this particular instance I only received 80 of the 100 that I ordered um I did get 50 but five were damaged so I could only receive um 45 of those and I'm refusing five and I click on update and I go back to the receive infantry button and I can see here that um I've rejected five I've received 125 and I'm still being outstanding by another 20 items okay now if I go back into receive inventory again okay if I go and click on all okay it tells me here that um um I've now receiving um 100 out of 100 and um I've received um I've got nothing left to receive on um this particular item now um typically What's happen here is that we have uh refused five in other words we've sent it back so it's cancelled those five off this purchase order it does not leave the purchase order open to receive another five okay you would have to raise another purchase order for those five okay and that in a nutshell is how to create a purchase order and receive stock in shopline as I mentioned earlier our Channel survives purely on likes and subscribes so greatly appreciate it but if you like this video that you hit the like button you hit the Subscribe button and hopefully we'll see you in next video