创建采购订单

采购订单是供应商和买方之间的官方文​​档,用于传达产品规格并定义业务交易的期望。采购订单可以详细说明各种需求,包括产品,数量,价格和交货的一般概述。  Whether 您’关于买卖双方,该具有法律约束力的合同旨在保护所涉各方。如果买方拒绝付款,则卖方受到保护,但在卖方未能交付商品或服务的情况下,也可以保护买方。 在Finale中创建采购订单既直观又高效。

采购订单与买方沟通’需求并定义业务交易的期望。由于它’s a binding contract, it protects the seller should the buyer refuse payment. It also protects the buyer if the seller does not deliver the goods or services (or if they deliver the wrong goods or services). Since a purchase order is legally binding, make sure 您 consult with a legal expert to make sure any purchase order 您’re working with meets 您r specific needs.

创建采购订单由买方完成。   它应包括与该订单关联的PO编号,发货日期,账单地址,发货地址,产品要求,数量,价格以及其他对完成订单至关重要的信息。

If 您’re the buyer, the PO is sent to the email after 您 have completed creating a purchase order. Once 您 receive the inventory or services from the supplier, it should be logged into 您r system and marked as processed. Finally, if the inventory or services meet 您r expectations, pay the supplier to complete the purchase order process.

创建采购订单

创建采购订单


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视频转录

嗨,我是弗雷德·菲纳尔今天我’m gonna show 您 how to create a purchase order in Finale. So first let’s look at our products. 所以我们 have two, I have a black polo shirt and a white polo shirt. And if we go to look at the attributes, I have a standard buy price setup. And we can also configure a supplier price specific to the supplier. So let’s说这个特定的供应商,我们会得到一定的折扣,而这个供应商会得到更大的折扣。好的。所以现在我们’已经配置好我们的产品,我们可以创建采购订单。

所以我们’re gonna go to “New purchase.” Finale lets 您 use a system-generated PO number or we can type our own. If 您 wanna change the sequence number, 您 can always do that from the “Actions” drop-down menu to set the next order ID. 所以我们’将使用系统生成的订单ID。这就是采购订单的样子,对。所以从这里,我们可以选择供应商之类的东西,让’s choose “Sourcing.”您可以添加估计的接收日期。所以让’s say this is gonna come on Halloween. Specify where 您’re gonna receive the inventory. If 您 want to, 您 can also add things like “Terms.”这是一个可选字段,原样“Shipping.” 让’s say this is gonna come second-day, UPS. And then we have the shipping addresses. If we wanted to, we can also adjust them by clicking this link, which lets 您 choose from a set of presets, or we can manually type in our own values.

让’s go back to the purchase order. Finale also lets 您 use custom fields if 您 want. So if there’s the detail that 您 need to have on the PO, whether on the document itself or just stored within Finale, 您 can create a custom field for it. And then we’重新添加产品。所以我’我要输入此字段,或者我们可以转到“Products view,” which gives us a list of all of our products. 让’s go ahead and type in 10 of each. And when we go to our purchase order, 您 can see the price and the products have already populated. Now, from there, we can change the supplier and 您 can see how that pricing changes based on the supplier. That’s because we configured the product to have supplier-specific details. And with no supplier chosen, 您 can see it’只是我们的标准购买价格$ 14.99。所以让’s say we’我们将从Sourcing Incorporated获得此信息。

现在,一旦我们配置了所有详细信息,就可以标记“采购订单已提交。”我们也可以选择直接从Finale打印或通过电子邮件发送采购订单,也可以打印带有条形码的文档以与条形码扫描仪一起使用。对,这是其中一个文件的示例。现在,当我们通过电子邮件发送采购订单时,我们要做的就是将其作为PDF附件发送出去。好的。现在,一旦提交了此订单(告诉Finale已下订单),它就会’ll also satisfy any reorder needs if 您’re using a reorder PO. We can go look at our inventory. And 您 can see at a glance, the available quantity is 10 and the on-order quantity is also 10. But the quantity on-hand is still zero because we have not received it yet. We can also expand the line item details to see information like 您r ETA, the PO number, where 您’重新订购,以及数量’s on that PO.

Now, going back to that purchase order. You can also adjust things like discounts, fees, 您 can add shipping, taxes, any of those types of adjustments Finale lets 您 add, and we also support landed cost. And those adjustments can be configured to allocate either by quantity, subtotal, or by item’s weight.

Now, the next step is to receive the shipment. So please watch the next video on purchase order shipments. If 您 have any questions, please feel free to reach out to us at [电子邮件 protected] Thank 您.

Hello. This is Mike Kroeger, 结局库存. This short video we are going to discuss 创建采购订单 to receive merchandise into the warehouse that 您 have ordered from 您r suppliers or vendors. So, we’ll在这里切换到熟悉的Finale Inventory主屏幕。所以,我们’ve got our inventory column here in the middle. We would normally order our merchandise or commodities from a supplier over here. 所以我们 should already have created a supplier, and we’re going to now create a purchase order to a supplier. So if 您 need to create a supplier 您 can do it from new supplier, or 您 can also do it from new up here. So 您 have new supplier, new purchase, and so on.

让’继续查看购买情况。因此,如果我单击查看采购,它将带我进入采购订单视图。因此,此采购订单视图具有一个搜索框,您可以搜索特定的采购订单号(例如10070),也可以搜索供应商名称,因此我可以查找Perfec。好的。因此,在采购订单视图中,您还有一个状态过滤器。因此,每次创建采购订单时,默认状态都是可编辑的,这意味着’s like draft. You’re not really…you’re working on it, 您 haven’t submitted it to 您r supplier. Your next status is committed. Committed means it is on order, 您 have communicated that to 您r supplier. The next status after committed would be completed, meaning 您’re done with it. You’ve received everything that 您 intend to receive against the purchase order. And finally, another status that 您 can have of a purchase order is canceled. So if 您 created one by mistake, or 您 didn’t wanna do it, 您 can cancel it.

So notice that there is a filter here. 所以我们 can look at editable and committed, editable only, and so on. We can pick which type of purchase order status we wanna look at. 所以我们’re looking at editable committed. You also can filter the POs by a date range. So if 您 wanna look back in time to see a particular range. But let’s talk about creating a purchase order. 所以我们 can do that by, add new purchase. So purchase will come up and 您 either take a system generated sequential ID, so Finale is gonna start 您r new account off at say 10,000. So the first PO 您 create would be 10,000 if 您 use this button here. The next one 您 would create might be 10,001, automatically. Or, if 您 want to take more control or have more specific numbering for 您r purchase orders 您 could do that. So 您 can specify 您r own number when 创建采购订单.

所以我’m gonna show 您. I will be 创建采购订单 here. We’re gonna call it, demo PO. 所以我们 have a demo PO. As I create the purchase order, we now have the purchase order number right here in the top of the screen. Tells me the date that we created it. And 您 notice that we have a navigation bar to get back to the purchased view, okay? So notice that our beginning status is editable, that means we have not transmitted this to the supplier. So what’s the first thing 您 wanna do? Well, we wanna pick the supplier, we’将创建此Perfec ID供应商的采购订单。我们想订购一些身份证。因此,既然我们已经选择了供应商,那么所有信息将自动填充到运输目的地。

And then notice also in Finale 您 have the PO date, but 您 also have a PO destination. If 您 just have one warehouse, then it’s gonna default to main, which is the way 您r account gets set up. But 您 could rename main to a different name, or 您 also can have multiple warehouses. So 您 can, whenever 您 have more than one warehouse created in 您r account, 您 will then change the destination as to which warehouse is it going to when 创建采购订单.

The next thing 您 might wanna pay attention to is custom fields. Custom fields may not show up if 您’ve never created any custom fields for 您r purchase order. So these are purchase order custom fields, just for an example so 您 can see in this illustration. We’ve created an ETA date field, an ETA ship date field, a drop ship type of yes or no type of field, okay? These are just examples, they are not in all of 您r accounts, but 您 can see how 您 would create fields to make 您r POs a little bit more unique for 您rself. Now, pay attention now, if 您 say, “嘿,我想向采购订单中添加一些项目,如何向采购订单中添加项目?” Well, normally, 您 would click down here. You can click in like the product ID and 您 could start typing.

所以,我知道我们’我要订购一些身份证,所以我可以说,“我需要一些白色身份证。”因此,当我开始输入白色时,您会看到它如何开始根据所有可能匹配的零件来过滤零件数据库。因此,我在这里可以看到白色的PVC卡,也可以看到W卡。好吧’是我要订购的那个。所以我’m只需双击它,它将其添加到采购订单中。现在它’从数据库中提取所有其余信息。所以它默认说“好吧,您想订购一个。” Well, maybe I don’想订购一个。所以让’s说我想订购500。因此,我只需输入一下,它将自动为我们进行更改并更新价格。因此,您可以在屏幕上看到’会发现采购订单还有很多,所以当您向下滚动时,就有地方可以向供应商提供备注,私人备注了,好吗?以便’是创建采购订单的另一个方面。现在我’ve向您展示了一种向采购订单添加项目的方法。现在,那里’将项目添加到采购订单的其他方法。

So another way 您 could do this is, 您 could go to the product view here. So there’s a tab, 您’re here on the purchase order. Now, we could go look at our products in more of a list view to see, well, what do I have in stock? What do I need to order based on how much I have left? So if I click on product view, 您’我会注意到我可以看到数据库中的所有产品。 But right now we’只是做一张身份证的采购订单。因此,我可以选择该类别。一世’在数据库中创建了一个类别,所以我’ll say, “Show me my ID cards.” And 您’我们会看到W卡的绿线是’已经添加到采购订单中,我’ve输入500。所以,我想说,“好吧,也许我想订购一些红牌。”所以我可以说100。也许我想订购一些黄牌,然后也许我想订购50个黄牌,或者也许我想订购一些白银,也许我订购25个。

So, as 您 see me type here, I get to see how many are available in the system and how many we have on hand. Well, there’没有。因此,这些商品的现有数量为零,所以我绝对想订购其中一些。但是也许我真的不知道’想现在订购其中任何一种,’s fine. And notice that 您 can take advantage of all types of filterings to filter through 您r parts to find what 您 want. So remember, 您 can search for 您r parts with the full-text search, 您 could use quantities filters in all kinds of ways to narrow down through 您r parts to figure out what 您 wanna add to a PO. Now that we’在采购订单中添加了更多部分,我们如何返回到该采购订单?它’s right here at the top. Just click on 您r purchase order tab. So now 您’会看到它自动将那些其他项目添加到采购订单中。所以他们’在采购订单上保留所有权利。

所以我们有’s the basics of 创建采购订单. Of course, up here at the top, 您’下一步,“嘿,我该如何与供应商沟通?” So 您 would want a market committed, okay? And also, notice that there’s an action menu up here. So when 您’在采购订单标签中’s an action menu. You could duplicate this order if 您 wanted to repeat the order may be in the future, 您 could cancel it from here, so that’s how 您 would get rid of it if 您 didn’t wanna use it, 您 can import into this purchase order.

所以我们谈到了…您可以在此处输入并获得一件商品以订购订单。您看到我使用产品视图,只需在订单列中输入即可。或者,您可以导入这些项目。因此,我也向您展示。因此,如果我想在这里导入商品,我可以直接导入订单商品。现在,它给了我一个粘贴窗口。现在,粘贴窗口就像Finale中的其他导入机制一样。请注意,您具有产品ID,项目注释,单价,数量,箱子数量和包装。这就是您可以导入到采购订单中的内容。所以我碰巧在这里创建了一个演示Excel表格’收到了我想要的身份证,或者我想订购的产品ID,数量和价格。因此,如果我只是简单地在Excel中突出显示该内容并点击复制,则可以将其粘贴到其中,这将覆盖该PO。  所以我’有点是导入我的项目而不是输入它们。因此,如您所见,如果一切都很好,我只需要说一遍然后提交即可。我刚刚从Excel工作表中导入了此信息,好吗?以便’创建采购订单的简单方法。

But going back here to the action menu, then 您 can export this order, 您 can print the order, 您 can print the purchase order in more of a PDF format. You also can customize this screen on the purchase orders. So that gives 您 a lot and look at what can 您 do with purchase orders, but that’s the basics of creating a purchase order. So if 您 wanna see what does it look like if 您 email or print this PO out, 您 can click on print PO and it will actually generate a PDF for 您r supplier, and 您 could email that. Now, I did the print, but 您 could email it right to 您r supplier which would then pull up the email form and 您 just fill in the addresses, or it pulls the email addresses off the supplier records. But don’别忘了我们也支持 条码.

So 您 can kinda see some of the advanced features that Finale has here. We could add 条码 to 您r purchase orders. You can see how that would be very useful for receiving and checking in 您r products via our mobile barcode scanner. So 您 have a barcode of the order ID at the top and even supplemental product ID 条码 that 您 could receive those in. So that’创建采购订单的快速外观。我们’ll have other videos that will walk through how do 您 receive a 根据采购订单发货。 I’ll give 您 a tip, it’在装运标签下的此处。以便’s where we’ll go next.