Spire User Manual - Purchase Orders
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      2. Spire User Manual - Purchase Orders

      PURCHASE ORDERS - Access / List Functionality

      The Purchases module serves as the conduit for receiving and maintaining Inventory costs and quantities, permitting detailed analytics for sales and purchase statistics, margins, and much more.

      Access in one of 3 ways:

      • Purchasing Text menu:
               PurchasingTextMenuPurchases
      • Web Access - Tools > Server Administration (with limited functionality):

        PurchasesAccessWeb

      • Module List:

      PurchasesModuleList

      Purchases List Functionality

      •  Refresh - load any new Purchase Orders that may have been entered by another user since the last time data has been refreshed and that may not be displayed
      •   Filters - create a filter for this list
            PurchasesModuleListFilter
        • choose from the Any or All options
        • select from the list of fields to set the criteria (ie: 'Status')
        • select from the operators ie: ‘is one of’, ‘is not’, etc - this operators list changes based on the field selected in the previous step
        • enter or select the criteria information (ie: 'Issued')
        • if desired click to add a line of criteria
        • to remove the criteria line, click
        • make any column adjustments (see Column Customization)
        • select Filters for save options
                       FiltersMenu

          • Save as default - this filter will be active whenever viewing Purchase Orders
          • Remove default to remove the previously set default Filter
          • Save filter  if you are making changes to a previously saved Filter 
          • Save filter as… will allow you to name the Filter with the following settings:
            • give this Filter a name
                                      PurchaseOrderFilterName
            • select RadialButtonBlue User if this filter will be used for this User only
            • select RadialButtonBlue Company if it is to be accessed by all users
            • CheckBoxCheckedBlue Show in module list to display beneath the module namePurchasesModuleListSavedFilter
            • CheckBoxCheckedBlue Save column state if you have removed or added columns, or have sorted the list by one of the columns
            •  click OK
            • the new Filter is also accessible in the Filter menu:
                                        PurchaseOrderFilterMenu-1

        • click on the Filters button to release the current filter and return to the entire list, or to start a new filter
      • Icon Menu Customization
        • hover over the Icon Group handle until you see
        • drag the Icon Group to where you want it
      • Column Customization
        • drag and drop columns for preferred positioning
        • right-click on any column heading to list to identify which columns you wish to see in the grid
      •   Column Sort / Search - click on any column heading to sort the list by that column
        • further narrow your search by just typing (you will see the typed letters in green) and the list will highlight the closest match, in currently sorted column PurchasesModuleListColumnSort
      • - type any character(s) into the field and the list will narrow to only records containing the character(s) typed, somewhere in the details PurchasesModuleListSearch
      • open a Purchase Order to use the Navigate buttons to page through Purchase Orders in the list, filtered or not filtered, in order of the current column sort          
      •   Next Phase - see Purchase Orders - Phases
      • RefreshPrices Refresh Prices will update all selected Purchase Orders with any cost changes to inventory that were made since the P.O.(s) selected were created (also accessible from inside the PO)
      • Purchases List Context Menu - right-click on any line(s) to display