VENDORS - Purchasing Tab

Access current and historical Purchase activity

• Open Orders sub tab
  
  • Orders list - view and / or access with full functionality (User Settings permitting) Purchase Orders for this Vendor that are still open in the system - see Purchase Orders - Access / List Functionality
    • right-click on any line(s) in the list to display the Context Menu
   
• Order Items sub tab displays all the Inventory items on Purchase Orders for this Vendor that are still open in the system
  • right-click on any line(s) in the list to display the Context Menu

                 

• History sub tab (completed POs)

• • Refresh to bring into the list, any new Purchases that may have been completed (closed) since you opened this Vendor record
  • History List Filters / Search / Customization - see Vendor List Customization
  • Export the purchases in Excel (.xlsx only) or CSV format - see Vendors - Export

• • View Purchase Order selected to see details, to Print, or to Copy or Credit
  • Print - print forms or reports (see Reports)

• • History Context Menu - right-click on any line(s) in the list

• History Items sub-tab displays all Inventory items on closed Purchase Orders in the system for this Vendor
  • Refresh - to load any Purchase Orders that may have been closed since last refresh and that may not be displaying

• • History Items List Filters / Search / Customization - see Vendors - Access / List Functionality
  • Export History Items List in Excel (.xlsx only) or CSV format - see Export
  • View Purchase Order(s) selected to see details, to Print, or to Copy or Credit
  • Print / Preview / Email forms and reports available for the selected record(s)
  • right-click on any line(s) in the list to access the Context Menu