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Use the link below ( click the down arrow on CMG Web Purchasing) to display and change the operating instructions to use the WEB Purchasing system.
Enter a unique code number used to identify purchase orders.
The default number displayed in the Code No field is the next available Code No.
To display existing purchase orders press the drop down located next to the Code No.
If the existing purchase order display is pressed and no selection is made from the popup then you will be asked to display closed purchase orders. A selection may be made and the previous purchase order will be displayed.
Enter the order date. The default date is today date.
This order date will be printed on the purchase order.
Enter the date required for items to be delivered to the delivery address.
Enter the delivery charge expected to be paid.
A guide is displayed on the delivery page that may be used to determine the cost of delivery.
Leave the delivery charge blank and Accounts will determine the appropriate delivery charge.
NB. The actual delivery charged by Accounts may not agree with the value entered here.
Enter the item number if known.
If data is entered which is not an item number then the inventory system will search for previously purchases items matching the description entered in the item no field.
If the cancel button is pressed and no selection is made from the previously purchase items list then you will be presented with a complete list of inventory items matching the description entered in the item no field.
Double click on the item No cell to display a complete list of previously purchased items.
Any new items not previously purchased will be added to the previously purchase items list for future reference.
If you wish to delete any item from the previously purchase list the press the "INQUIRY" button to the left of the printer button. You will be presented with a complete list of previously purchase items, make a selection then press the delete button to remove the selected item from the previously purchase item list. This process does not delete the item from the inventory list.
Enter the quantity of items to be ordered. This field has to numeric otherwise an error will be displayed.
Once the quantity has been entered the the purchase order value and totals will be updated.
If a quantity is entered that is below the discount order qty then you will be advised other discounted order quantities.
Although discounted order quantities are displayed you must then CHANGE the order quantity to take advantage of the discount quantity.
Enter the name of the person placing this purchase order.
This is used to identify the person placing the order for Accounts to contact any queries.
Press the drop down to display existing contacts stored in the in the system.
If a selection is made from existing contacts the the email address will be automatically display in the email field.
If No selection is made when displaying existing contacts then you will be requested to ADD a new contact.
This table is for display only and cannot be modified.
If there are different units of measure in the inventory file then these packaging rates will be displayed in the packaging table.
This table can also be used to indicate economic order quantities.
Enter your purchase order number for later reference. This order number may coincide with the purchase order number from other software.
Enter the project or purpose for which this purchase order ia intended.
This project name or description is used to identify purchase orders when displaying current purchase orders.
This is used to remove existing purchase orders from the current purchase order list.
Select "CLOSED" to display existing purchase orders on the closed list. Closing a purchase order does not delete this purchase order. To permanently delete a purchase order press the delete button (garbage bin) located next to the save button in the top right hand corner.
Press the drop down to display existing delivery instructions.
If a selection is made then the delivery details will be transferred to the delivery instructions. These delivery instructions may then be edited/modified to suit your requirements.
If No selection is made from the existing list then you will be requested to add new delivery details for later reference.
Enter the delivery instructions to be printed on the purchase order.
Enter any special comments to be printed on the purchase order.
Enter any other reference information useful for later look up.
These comments are not printed on the purchase order.
The delivery instructions is are required before sending the purchase order to CMG.