Sales

Pre-Order Processing

Inquiries
Quotes

Order Processing

Sales Orders
- Assign
- Preparation
- Edit/print
- Issue
- Allocation
- View Issued SO
- Exchange Rate
- Change SO
- Cancel SO
- SO view

Back-to-Back Processing
Preallocation Processing

Sales Elements

Products
Customers
Contacts
Documents

Purchases

Pre-Order Processing

Inquiries
Offers

Order Processing

Purchase Orders
- Assign
- Preparation
- Edit/print
- Issue
- View Issued PO
- Exchange Rate
- Change PO
- Cancel PO
- PO view

Back-to-Back Processing
Preallocation Processing

Purchasing Elements

Products
Vendors
Manufacturers
Contacts
Documents

Purchases - Order Processing - purchase orders - back-to-back processing

Setting up Purchase Orders:			Purchase Order Menu
From within the Sales & Purchases section of the application:

Select		< Purchase Orders
		This will take you to the main Purchase Orders section (see image right):

!		In order to fully process a Purchase Order though the VISCO application, Line Level Shipment information (ETD/ETA) must be added AND it must be Issued. Consequently, a Ship From location must also be specified (this is used to calculate the length of the default shipping time).

!		To issue a Purchase Order, the 4 steps below must be followed in a specific order:

PO Number : scan

Enter < Purchase Order #
OR
Select < Scan to view a list of already assigned Purchase Orders, then
Select < Purchase Order #

Select from the options listed below - Purchase Order Assign, Preparation etc.

		Purchase Order Assign	1.	Purchase Order is created and a PO # assigned. At this time it may or may not be prepared in full. Shipment information must be added to each line item, either while initially assigning or during Purchase Order Preparation. See Line Level Shipment Maintenance.

		Purchase Order Preparation	2.	Additional information is added/previously entered information is changed. Shipment information must be added to each line item, either while initially assigning or during Purchase Order Preparation. See Line Level Shipment Maintenance.

		Edit/Print Purchase Order Document	3.	To Isse a Purchase Order, it is required to print one copy of the Purchase Order document using the gray "Print PO" button in the document itself.

		Purchase Order Issue	4.	Final issue of Purchase Order.

		View Issued Purchase Order Document	5.	From here you can view an existing PO document for any Purchase Order that has already been issued.

		Purchase Order Exchange Rate	6.	To change the exchange rate for any PO, PO Line or PO Shipment that is not being purchased in US Dollars. If no exchange rate is specified from this screen, a default Exchange Rate is used based on the Exchange Rate table.

		Purchase Order Change	7.	The design is similar to PO Preparation, this screen allows you to make adjustments to any Purchase Order information after the order has already been issued. Select "Balance of Order" to make changes to General Purchase Order information (addresses, ship from locations, etc). Select the number representing each line on the PO to specifically adjust product information (price, quantity etc.). You can not make changes to purchase order shipments that have already become Ventures. *Click link to download MS Word Walkthrough Document

		Purchase Order Cancel	8.	Allows you to cancel and remove a PO from the system. Cancelled POs cannot be accessed through the system. You can only cancel a PO if none of the shipments in that PO have become Ventures.

		Purchase Order View	9.	To view Purchase Order information from here. It is a "read-only" view of the Preparation/Change screens for a Purchase Order.

VISCO LLC
721 Broadway, Suite 270, Kingston, NY 12401
Copyright © VISCO LLC 2012