Mark Requisition Made Easy

Initial dental supply order invoice

welcome to Dora the dental office requisition agent simple but powerful way to order office supplies our home window shows door on the left hand side the login and exit buttons and also access to the main menu we've got your contacts items wish list shopping cart purchase order system default and reports buttons let's start with the system defaults button by clicking on that it brings you to the window with the preloaded information as a registered user as a registered user has your name the company name the phone number possible email and website address for your company and the sales tax rate sales tax rate is the only field that you can edit at this point for your state or for your county context is your rolodex by clicking on the contacts button that provides you with the name address phone number of all your vendors and contacts that you may need for the company and to generate a purchase order we go to the bottom left corner by clicking on new record that brings up a blank record and then you start systematically filling in all the fields with only information that you have in this case it happens to be a vendor and his name is doc is George Mallon check he works with Iceland Data Services you have access to an assigned account discount plans comments and all the information that you will need to generate and keep track of your purchase orders and that specific vendor the items caught or the items button is the heart to the entire program by clicking on the items button it opens up for you the items card items information left hand side contains the items information for a specific product suppliers are in the middle and you have a comment field on the right hand side on the bottom it lists all the existing purchase orders for that particular item here's a close-up view of the item information it shows whether it's taxable or not if it's a brand name UPC codes you can place an UPC code so you can specifically have a UPC code and search for UPC code for a specific item if you have that information location feel is a place where you can text or put in information in language that you can understand you can say the item belongs in the back closet or in the upper shelf or you can actually label your shelves B 3 or a 4 and this way the staff know exactly where to place that item when it comes in description has to be as close to exactly as you want it to be because that's how you're going to search and find your specific items and the scripture to be as long as you'd like the initial price in the left-hand side is the initial price that you fill in when you first enter the information behind the low is generated from your existing purchase orders supplier codes as well you can have as many supplies with the unique codes as you'd like for a specific item then the items caught is a tab to the right code item description you can bring in the item descriptions from the manufacturer you can import a photo or you can click on a specific webpage to view that item getting back to the original items card you can see that you've got all your information including an initial purchase order and the history of the purchase orders on the bottom of this card if we click on reset initial purchase initial purchase or Add to Cart that's a way of bringing all the existing information that you see in front of you into the shopping cart to generate a purchase order so you have a blank field for supplier when you start typing in the suppliers name it automatically will look up and find the supply that you want you click on that supplier from your contacts database it will automatically fill in this the description information the supplier code unit of measurement all you need to do here is just pick on the quantity and possibly edit the unit price click on the add item button and that will bring it to the shopping cart so you can generate a purchase order later in the program it decart is a really fast way of existent adding an item to a shopping cart if you've got existing purchase orders find the one that you want find the supplier that you want the price that you paid click on head to cart and it gives you an editable menu that you can pull up with all that information and right here you can either duplicate it or edit man this item as is to an existing shopping cart wish list is your is your notepad this is where everyone in the office has access to the products or items that need to be ordered clicking on new record on the bottom left brings up a new record and in lay terms or in text you can type in anything that you'd like right here we show coffee on the top we've got retain a carrier depression trays black toner cartridge toilet paper it could be anything that you want in plain English when you click on the shop button in the middle that will search the text that you've typed in and give you a list of items that match what it believes should be the items that you're looking for the shopping cart is a shopping cart this window shows you that you've got four items in the shopping cart placing an X in the box allows you now to generate a purchase order you select the items that you want click on generate a purchase order and it quickly and easily generates a purchase order for you if you'd like it and you want to view your purchase orders go back to the door main home screen click on purchase orders and it brings up the purchase order that you have you have access to all the buttons on the right-hand side right in the purchase order screen you can generate a new purchase or you can find the new purchase order get access to your shopping cart view the purchase order you can receive your items that you want for a specific purchase or all the information is on the right-hand side you can view a list of all your existing or outstanding purchase orders and it'll show you that shows you exists of all the purchase orders that you've got for a date range the supplier whether they're open closed and the amount you've got the final window on top or find all you can click on the find button and specifically search for any of the information that you already have in an existent purchase order this is a purchase order showing that we've got five line items but one of the items is backordered so we have as we have a backorder item that will show up in our back what it reports and in the item code as well as being back order when we receive our items we have the option of receiving only items on a purchase order or receiving them individually by date invoice number and quantity this way it'll keep track of all back ordered items as well the purchase order report screen is a great screen because you have your line items on the left your purchase orders your contacts and items one of my favorite features in the purchase orders button or the purchase order reports is the purchase orders by date I can put in a date range I can put in a supplier when I do that it gives me a date ramp by date range it gives me the supplier company code their purchase order status subtotals and grand total for that specific supplier if I left the suppliers name out or omitted that field it would give me a list of all the suppliers that I've got but the closed office with the closed purchase orders are the open and the paid orders with their subtotals and grand total for additional information you can contact affordable dental products at 3601 Hempstead Turnpike suite 420 Levittown New York phone number is five one six seven nine six six six zero six or contact me by email at mark at affordable dental products calm and thank you for listening