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WaverlyStreet Software Purchase Order

1. Copyright 2009 WaverlyStreet Software All rights reserved Currency Conversion 18 d Unit Part Number amp Description Unit Cost Total Sula eke MEN ea GN 18B 1 eects Sluis AC ea GZB 18 W EKAA A A Mee oa nl i AN GM 1oY ick on Total to show ea WN S AOD Conversion Description USD gt EUR currency conversion form f ea G2M18C a a Setar cial Paine U UU ea Pe w Ta 1 ee Tare of om Pre conversion Order Total 46 20 Shiping 0 00 Comments Converted Order Total a4 arrra o Total 4a 20 ng O Show Only Stock tems For The vendor Currently Selected Above show Orders If conversion exists Total appears blue ea aM 1d LEUE gzmometer d idb 2c ama u TATT PLG Two prong plug white 0 45 Ta o amo Shipping 0 00 Comments Total 48 20 ns Show Only Stock Items For The Vendor Currently Selected Above show Orders i Bottom of order a Sub Total 48 20 Order Total 46 20 USD gt EUR x 72346 a4 0 The last description and multiplier you use are saved for re use The converted amount is ONLY printed at the bottom of the order it is not stored for any reporting functions 12 Assemblies With version 3 1 Purchase Order includes automatic order creation functions based on Assemblies lists For example suppose you manufacture a line of widgets Each model of widget requires a certain number of parts from various supp
2. Import oSv or Tab Delimited stotsdata 3 00 3 00 3 2 34 4 66 Discount gof oog Export PO data in CS Format Js 2 39 11 95 Total Net 307 69 ae z 3 15 6 30 ema ib 11 15 95 47 85 Tax of oo CETERE nran 265 th 9 1595 AF PR Fe A m Import Export in native format SID Export stock items data SID format includes only the items currently displayed on the stock items list In this way you can narrow it down to a single vendor by selecting that vendor in the To field and checking the box to Show Only Stock Items For The Current Vendor If a single vendor is selected the program will suggest naming the export file with that vendor s name If multiple vendors are selected the export file will have a generic name Simply select the menu item File Export stock items data accept the suggested filename or provide another and click Save The export file will have the extension sid stock items data Create the file and email it to its destination Import stock items SID format looks at the new records to determine if they are duplicates A duplicate has the same Vendor name AND the same Description not case sensitive Duplicates are always replaced by the new record In this way the export import operation may be used to change prices categories and units of measure for existing items New items contained in the import file which are not duplicates are simply added to the list Import Export in tab delimited
3. COMPANY ADDRESS Mail to WaverlyStreet Software 277 W Brighton Road Columbus Ohio 43202 US Thanks for your support Get Your Vendors to Maintain Stock Items For You EM Stock List utility for WaverlyStreet Purchase Order and Proposal Invoice Programs Sil Ed File Reports Help Show Current Category Only f Purchase Order Data Aa Al Cy iw Show Curent Vendor Only f Proposal lnvoice Data siness Softy area WaverlyStreet lea reat P2 01 Proposal Invoice An affordable paperwork saluti 69 95 i F Category Vendor Unit Pic Part Ho Description Unit Cost Small Business Sof Wayverlyotreet Ba Yes E M5 Easy Money 5 4 simple income and expense tracking for hom 19 95 Small Business Sof WaverlyS treet Yes Proposal 7 Invoice An affordable paperwork solution For am Small Business Sof WaverlyStreet ea es Pl2 O Proposal Invoice An affordable paperwork solution for sm 121 79 Small Business Sof WaverlyStreet eg Yes Plz 03 Proposal Invoice An affordable paperwork solution for sm 168 46 Small Business Sof Wayverlyotreet ea Yes Pl2 04 Proposal Invoice An affordable paperwork solution for em 212 05 The Stock List Utility is an inexpensive companion program which creates item catalogs for IMPORT into Copyright 2009 WaverlyStreet Software All rights reserved Get Your Vendors to Maintain Stock Items For You 46 Purchase Order Creates a list and da
4. Dw S2 2 drywts screws Quant Quant Received Delete Quant Recelved 5 Il Printing Purchase Orders To preview and or print out your purchase orders click the Print Preview button wl on the main form This will bring up the Print Preview form with the current order loaded Copyright 2009 WaverlyStreet Software All rights reserved Printing Purchase Orders 22 z Print Print an envelope Send via E mail Toggle price no price version Pg Purchase Order Print Preview File v ld a 4 3 a S XML button only for reports General notes Toggle notes no notes Dave Bia Staves PURCHASE ORDER _ Save a copy elsewhere 123 Waver Adjust print configuration 45 No 005614 2 Please reference order number on all correspondence Exit print preview pore Job Number 05 0051 JE gt Great oiuir Al Greal FTICeEs Order Date 6 5 2005 To Ship To Bear Supply Dave s Big Store 2903 37004 N Main Street 4057 MecBrige Ave SE Columbus OH 43264 Charleston vv 25904 ordersingbearsupplyco com By DG On Site Date 6 14 2005 Yvia USPS FOB Destination Terms Met 10 Guant Unit Description Unit Price Amount 1 case NHGT Cleaning Solvent 23 00 23 00 of 12 2 lb DVVS1 144 1 1 4 drywall screws 2 4 4 bo The Configuration button allows you to tweak the font page fit values etc in real time and see the results immediately The Save button allows you to save a copy of the
5. Select email preference on config form J ob Number We Fn CO System MAFI client The default method is Direct via SMTP server This gives the best looking result on the receiving end with most email programs because the email body is actually in true HTML format with your logo graphic encoded right in The first time you use the method you must specify an SMTP server Copyright 2009 WaverlyStreet Software All rights reserved Email Options 24 Email button on print preview form Po Purchase Order Print Preview v 2 a s 5 Z Sa Ar GE Email Eg Dave s Big St ORDER a No 005402 129 Waverly Street An i pallet calls beron all correspondence Job Number 04 0023 Great Stuff at Gh Snir Dae BRA To BCL dave idavesbigstores com Waverlystreet Software Subject Dave s Big Stores Purchase Order 005402 P O Box 14249 a Columbus OH 43214 ror davetidavesbigstores cam Pal mines Server Info La salesiwaverlystreet com E e i From your email dave davesbigstores com gt By NB On Site Date 6 24 SMTP Sewer _ madawesbigatores com N Email server configuration Guant Unit Description 5 P Price Amount 3 single Easy Money Inq ost ead 19 90 59 70 1 single Purchase Orde 139 00 239 00 T mian a m EET a E T oolelitieacnal oases AAM AM 2A mar By default you are sent a Blind Carbon Copy BCC of the order so that you can file it in your email program s no
6. 14 Amount mount 14 Sub Total ub T otal 14 Disc IS 14 Total otal Met 14 Tax 14 Tax 2 ax 14 Shipping hipping 14 Order Total rder Total 14 Authonzed signature Authorized Signature 20 wording Mas Len There are default sets built in for English French German and Spanish plus you can modify individual items as you wish If you are working in a shared data directory changing the wording at one station carries over to all others after they re start Fine Print extended terms amp conditions Orders may include one or two fixed blocks of text the fine print so to speak To edit enable the fine print click the button on the configuration form Copyright 2009 WaverlyStreet Software All rights reserved Fine Print extended terms amp conditions 34 POI Purchase Order Fine Print The upper and lower hne print Blocks may be any length you wish Just type Sener Laan What You Want to say check the bos to use the black s and they will be printed on purchase orders Mote that you may need to adjust the bottom of form spacing value Under Printer fit adjustments on the configuration Form Boel IF Unable to ship by the date specited please call Dave s Big Stores immediately at 123 456 7890 Upper Block Use the upper block jw Center Ww Large iy CAUTION CONFIDENTIAL THE INFORMATION CONTAINED IN THIS COMMUNICATION IS PRIVILEGED AND C
7. If your line item descriptions are so long that they wrap to more than one line then one less blank space needs to be inserted to keep the bottom of the form in place This value is an estimated average number of characters each line item description contains Think of this as the fine adjustment after you have settled on a font and an over all width Top of form spacing pushes the entire document down from the top of the paper This is useful if you wish to print Purchase Orders on pre printed letternead stock adjust the value until the PO does not print over your letterhead Note that you will need to decrease the bottom of form spacing a corresponding amount If you have called the configuration form from the Preview Print form then the Rewrite button will be enabled Click it and the order will be re displayed immediately so that you can check it s appearance printing characteristics etc Other Settings You may specify a fixed prefix for all PO numbers Possible uses might be to differentiate between regional offices of the same company or to flag order numbers with your company acronym making them easier to locate in other systems If the field is empty it is not used at all You may also have one of the three user defined fields act as the PO number prefix To do this just click the appropriate field number button 1 2 or 3 Both types of prefixes may be used at the same time the fixed one will come first follow
8. Order details all for current job number I ll get a report showing all currently listed orders for job number 1205 The Vendor list and Destination list items do just what they sound like they will do The Stock List reports work similarly to the order reports in that to narrow down to a certain vendor or category you first select any random stock item in from the category or vendor you re after If you have Use on hand column in stock items listing selected in configuration the stock reports will show the quantities on hand and their value All of the reports are displayed on the same print preview screen the orders are and can be printed saved or e mailed from there just like a PO If you need more flexibility all report data may be exported into your spreadsheet program Simply click the XLS button on the report print preview form ALS button PO Purchase Order Print Preview File v 2 u 2 Z Bl 2 Pas Click it select a filename and the data will be exported The program will even offer to try to start your spreadsheet program and display it Copyright 2009 WaverlyStreet Software All rights reserved Reports 40 Export Complete 1 Data has been exported to Ciidownloadireport xls We can try to open it in your default spreadsheet program now proceed 26 Data Export Purchase Order can export basic data on saved purchase orders in comma separated values forma
9. i r Blair aie E rig le Assign Imported PO a number Automatic count OUS0b02 n ake Or drop down this field and select a previously assigned number as described above Then click Pick a Number You can either pick the previously assigned number which the remote user called in for or have the system assign the next number in the system as usual Notes The remote user should have the default local data directory set as their Main data folder in configuration When they are in the office and connected to the network they should create an alternate data set and have it s Main data folder point to the network data folder other users are connecting to normally When in the office they should go to the alternate and run File Data Backup choosing their oca data directory as the Target In this way they will carry with them the current PO data stock list etc just as everyone else sees it well current as of the time they ran the backup Currency Conversion With version 3 1 02 the program can optionally convert the order total into a different currency Click on the word Total to show the currency conversion form Type in a short description of the conversion ie USD gt EUR look up the current conversion rate at your favorite rate site and type in the correct multiplier then click the Save Exit button Back on the main screen save the order and view it to make sure things are as you want
10. know in order to add things up correctly Click the button next to the unit cost figure to show the unit cost calculator Copyright 2009 WaverlyStreet Software All rights reserved Adding Line Items to Orders 8 W Edit Line Item Text Formatting he calculator O25 Delete item Exit without saving Save and exit Use this utility to calculate a unit cost w you only know the total and the quaritit One Time Items Add a one time item File Text Formatting Quant Unit each Unit Cost 5629 85 One lot of store fistures per your quote of 6723 2005 copy OK attached Cancel Delete Quant Receved ft a Note that whenever you add or change items the extended pricing and order total are instantly adjusted Also note that when you select an item for editing you can make it s description MUCH longer than is allowed in the stock items list To add a special one time item to an order simply right click anywhere in the Purchase Order s list and select Add one time item from the pop up menu Fill in the quantity cost description etc and click OK If you have added a one time item to an order and then realize that it ought to be a stock item right click it on the order s listing and select Add to stock item list Copyright 2009 WaverlyStreet Software All rights reserved Purchase Order Help l Sub Total 408 78 Quant Rec d Unit P
11. po3x 1 cfg additional data set configuration files if used 1 2 3 etc datasets dat the list of alternate data sets if used envelope cfg envelope printing settings only after you have used the envelope printing utility Also upon installation a default data directory is created within the WaverlyStreet folder Typically C Documents and Settings user s name Application Data WaverlyStreet po_data After the program has been run through all it s operations it will have created the following files in the data directory po data v2dat main index file po stock dat stock items data file li dat list of users logged into the directory po _ addy dat addresses by_field dat by drop down list com _field dat comments drop down list fob field dat FOB drop down list gln_field dat user field drop down jno_field dat user field drop down ter_field dat terms drop down list udf field dat user field drop down via_field dat via drop down list fineprint1 txt fine print 1 fineprint2 txt fine print 2 form_words txt words on form list headfoot cfg batch printing headers and footers po_top gif the default top graphic file It will also create a subfolder in the data folder named for the current year 2006 2007 etc The individual purchase orders each have an htm file which are contained in these yearly folders The htm files are named po number htm Also present will be files named _ po number htm preceding unders
12. private distinction specifies whether the record is for general distribution or just for your own use Public and Private are displayed in different colors on screen The individual organization distinction controls how the record will be displayed on screen by the person s name or the organization name The Keyword fields enable you to further classify records into quick display groups Each record may have up to three keywords When you are first starting out type keywords into the boxes You only need to type them once though because as you add more records the keywords will be available for selection in the drop down list A real time saver on the new record screen is the Scratch Pad click on Description to toggle it on and off The Scratch pad is a convenient spot to temporally paste a chunk of text from another program and then cut and paste pieces of it into the ShareCon record fields For example Suppose you get an email from someone and wish to record a ShareCon record for them use the mouse to copy the information from the email message then paste it in the Scratch Pad Now you can cut the name s organization name email address etc from the pad to the correct fields without having to switch back and forth from ShareCon to the email client The contents of the Scratch Pad are erased when the new record screen is closed In the full version of ShareCon many more options are available Both ShareCon and Purchase Order ca
13. 00 5lnes Comments IfFunable to ship by the date shown please call 123 456 7890 immediately Total 128 42 By This is the name of the person creating authorizing the order Names entered here are saved for re use in a drop down box On Site date the date you want the materials to arrive Use the little button to show a calendar to select from Via how you want the order shipped For example motor freight your truck pick up etc Items entered here are saved for re use in a drop down box FOB free on board the point at which the responsibility for the shipment passes from the seller to the buyer For example factory jobsite or a specific place Items entered here are saved for re use in a drop down box Terms payment terms For example net 10 cash etc Items entered here are saved for re use in a drop down box Order Date the date of the order Use the little button to show a calendar to select from Account Spare Job Number these three fields can be used for your own internal tracking requirements however you see fit All three can be renamed on the configuration 26 form and you can chose whether or not they are printed on forms as well Note that you can use these fields to sort saved POs to make them easier to find later on Items entered here are saved for re use in a drop down box Comments this shows up at the bottom of orders just above the signature line Ex
14. 43202 E aier Delis 1 2 6 2005 Order details all For current user initials Account Tools Order details all For current timberline Region Home l Include notes in above reports i By a naa EE z Line items all documents displayed 1 Line items all For current vendor at eas ee sub Total fB1 15 2 Line items all For current destination ishaw M3 Stylus Kit 101 716 00 716 0 Discount of O00 Line items all For current buyer Total Neti EEE Line items all For current job number Line items all For current user initials Tax 065 49 47 Line items all For current timberline oe of ao vendor list Shipping 000 Destination list 21i Total 810 62 Stock list complete dy Stocklist current vendor is For The Yendor Currently Selected Above show Orders Shock list current category The Order Detail reports show each listed order s number the three user defined fields the order date the vendor and the total amount of each order It also totals up all the orders breaks out shipping and taxes and shows the net total less tax and shipping Copyright 2009 WaverlyStreet Software All rights reserved 39 Purchase Order Help Check Include notes in above reports to have the internal notes included in the order detail report s The Line Item reports look at all the listed orders and extracts their individual line items Identical items are grouped together into
15. Cost Total 1 1 0 each 105 59 105 59 0 each 6 37 19 11 1205 Kanawha Street Wrest Bluefield wry 25332 Part Number amp Description ACP 9616 BLA Steel Container Black BRU 5596 10 Deck Brush Comments E 2 lines cy Stock ltems Category Cleaning Supplies Cleaning Supplies Cleaning Supplies IF unable to ship by the date shown please call 123 456 7890 immediately kd W Show Only Stock lems For The Yendor Currently Selected Above Description ACP 9616 BLA Steel Container Black BRU 5586 10 Deck Brush BRU 5686 12 Deck Brush mest tease 4S a Bear Supply Bear Supply Bear Supply id oo I I IMI o I Order Date 8723 2004 Account P 29 ad i 1470 of oo 124 70 of oo of 00 i pO 12470 Region Job Number Sub Total Discount Total Het Tax 1 Tax Shipping Total Show Orders Unit Cost 105 59 6 37 T 25 a0 077 Cleaning Suppli Bear Supply jeach BRU 5586 10 Deck Brush 6 37 D lx Vendor amp Ship To Addresses Simple Purchase Order offers a choice of two different ways to handle customer amp ship to addresses The Simple method described below is quick to use but limited in terms of using the contact information for other purposes The Advanced method next topic 21 uses the same data format as our contacts program ShareCon and thus gives you much more flexibility The Simple method Copyright 2009 WaverlyStreet Software All rights
16. Date Vendor Ship To a SAVED ORDERS LIST Green indicator means data file has not been changed by another user l l Stock tems W Show Only Stock Items For The Vendor Currently Selected Above show Orders Ea Category Vendor Uni Description Unit Cost STOCK ITEMS LIST Red indicator means data file has been changed by another user refresh needed It is not necessary to refresh before creating a new order the program will get the correct next number even if your display is not current Also note that you can hit the refresh button whenever you want even if the indicator is green You would certainly want the indicator green before making any reports The purpose of this is simply to eliminate un necessary refreshing and speed up operation in a multi user environment Locking Orders and User Levels Individual orders may be locked so that they cannot be changed This is accomplished with a lock button just to the left of Order Details The button also indicates whether or not the order you are looking at is locked Click to change lock state Po Purchase Order 4 0 Licenced File Reports Help la Purchase Order 4 0 Licenced File Reports Help a Order Details Requistion __ UNLOCKED Order Details 7 LOCKED ftare eare a det Software T T P O Bos 14249 P O Box 14249 Gl Columbus OH 43214 Columbus OH 43214 4 Saved Orders W Requisitions w Purchase Order
17. Maintain Stock Items For You License disclaimer of warranty Index 34 36 36 38 40 40 42 43 44 45 46 Copyright 2009 WaverlyStreet Software All rights reserved Purchase Order Help Introduction Purchase Order is an affordable solution for small and medium size companies that handle their equipment acquisitions via purchase order If you ve been wanting to get away from using pre printed forms but haven t been able to find any reasonably priced purchasing software this may be the answer Our program is stand alone not an add in module for some complicated amp expensive enterprise accounting package It simply saves you time writing Purchase Orders period Purchase Order can either be installed on a single machine and store it s data locally or installed on multiple machines and use a shared data directory The program may be freely evaluated fifty times to make sure it meets your requirements Wf Purchase Order 4 0 Licenced to Dave s Big Stores Fie Reports Bhi Dela S No 005401 Help Order Details Requiston Purchase Order Partly Recewed Mark Receiwed Bear Supply ship Dave s Big Store 2902 g 3 004 N Main Street Building C To Dave s Plaza Bl Columbus OH 43284 2857 614 285 8375 ondersin bearsupplyco com By DG OnSite B atv2004 Via Sour Truc FOB Destinatio Tems Net30 Quant Rec d Unit Unit
18. area this can be changed in configuration 26 sub Total 5 717 31 Discount 25 1 429 33 i T sub Total otal Met 4 257 98 o Disc 25 Shipping 150 00 Same as above except Total Met Tare al 0 00 with program set to figure Shipping Tax 065 288 47 tax on shipping Tax 6 5 Total 3 4 728 45 Printout gt gt gt Order Total 517 31 1 429 33 4 20r 46 JOA 150 00 4716 70 517 31 1 429 33 4 207 90 150 00 200 47 4 7246 45 Copyright 2009 WaverlyStreet Software All rights reserved Comments Other Fields 12 8 Comments Other Fields i Purchase Order 4 0 Licenced to Dave s Big Stores Sele File Reports Help Order Details Requiston Purchase Order Partly Received Mark Received L EJ ch ll F To Bear Supply i Dave s Big Store 2903 No 000009 a Gl Cotmbus OH 42204 Gl Chateston wy 25964 OrderDate 5 6 2005 ondersinfabearsupplycoa com a Account Supplies Region aq By DG OnSite 62072005 via usps FOB Destination Terms JobNumber 950038 Quart rit Description Unit Cost Total Sub Total 128 42 2 each BRU 5586 10 Deck Brush 12 50 25 00 Met 30 10 lb Dw51 1741 144 drywall screws 2 44 23 40 bs Discount o 0 00 a lb DS 2 2 diwall screws 2 43 19 44 Total Met EA 2 ea 487861 48781 CB Products gas prop 35 b 9 15 95 31 90 12 lb DwiS1 142 1 142 drywall screws 2 39 20 68 Tax U 0 00 Tax ol 0 00 Shipping 0
19. for tas feld 2 decimal fornat T Save and Exit W Use On Hand column in stock items listing Lit J MOA PRA OP ia lt to show the User Level and Approval Setup form Copyright 2009 WaverlyStreet Software All rights reserved Configuration 30 W User Level and Approval Set Up User Level f 1 This user may read and make reports only f 2 This user may create requisitions only cannot lock or unlock f a This user has full contral iw This user is allowed to modify the stack list Order Approval Process We Require approvals Monetary threshold B00 Orders require the approval of 1 person Orders require the approval of 2 people Orders require the approval of 3 people Orders require the approval of 5 people fe m pa C Orders require the approval of 4 people iw This user is allowed to approve orders DG dg Initials to be used for approval mas len 3 Click the Change button to modify the settings Note for security once the program has been purchased these settings can only be changed by entering in the second six characters of the registration key User Level By default all users are set at level 3 full control If desired individual users may be restricted by changing their user level Individual users can also be locked out of making any changes to the stock items list Just un check the This user is allowed to modify the stock list option Restricted u
20. items the stock items list now contains all of the one time andtor modified line items contained in all 001066 t the orders CURRENTLY DISPLAYED on the saved orders list 00105 Mote that multiple double clicks on these items will add duplicates instead of increasing the quantity Double click once 001054 then edit the item quantity on the order 001053 nc a3 To return to the normal stock items list click the button above the red refresh indicator Copyright 2009 WaverlyStreet Software All rights reserved Purchase Order Help Adding Line Items to Orders To add a stock item to a purchase order simply double click on it in the stock item list and it will appear as a line item in your purchase order with a quantity of 1 If you are only buying a few of this item you can increase the quantity by double clicking again each double click in the stock item list adds 1 item above J Quants Rec d Orit Part Number amp Description Unit Cost Total Sub Total 102 13 1 2 eS okg BAU 5586 10 Deck Brush 12 50 25 00 l 2 10 0 lb DwWS1 1 47 174 drywall screws 2 4 23 40 Discount 0 0 00 3 5 0 lb DWiS 2 drywall screws 2435 15 44 Total et 102 13 4 j ea 4o7e1 48781 CB Products gas prop 35 b 9 15 95 31 50 5 1 0 Ib DiwS1 1 21 1 2 diwall screws 2 39 239 Tax of oo Tax 2 ol 0 00 Shipping 0 00 5 lines Comments l Total al 102 13 l Stock Items M Show Only Stock Items Ea The Ven
21. new item Hardware Bear Supply e 48781 48781 CB Products gas prop 35 b 9 15 95 Cleaning Suppli Bear Supply kd case o NHGT Cleaning Solvent 23 00 Category Vendor Unit Part No Description Cost It is best to first put the vendor s name and address in the system then select them in the upper section with Show Only Stock Items For The Current Vendor checked In this way the vendor s name will automatically show in the stock item vendor field in the bottom section When you are first starting out you must type in Categories and Units As you add more items you will be able to select these fields from the drop down lists and never type them again Get all the fields correct and click the New button to save a new item or the Save button to save changes to an item If you have a number of items with similar descriptions save time by clicking on one of them to load the description make your changes and click the new item button Reusing one time items In the item list on individual orders there is an option to add one time items Sometimes you may want to recall one of these special items and order it again To see them right click on the stock items list and select Show past one time items l Stock Items M Show Only Stock Items For The Yendor Currently Selected Above show Orders From PO Ho Vendor Unit Part Number Description Unit Cost a OOO 001087 Attention 001066 001066 e Instead of stock
22. number on the order Makes it easier to discuss orders over the phone if they have lots of items on them Copyright 2009 WaverlyStreet Software All rights reserved 29 Purchase Order Help Print Quantity Received Info on orders When this is checked information on the quantity received will be shown in the Quant column of orders if you mark items received Mention that internal notes exist on orders If this is checked and if an order has internal notes there will be a mention of the fact down at the bottom of the order Automatically refresh Category Vendor and Unit fields This refers to the drop down fields used for creating new stock items By default these fields are automatically populated with values taken from the stock items as you work However if there are many hundreds of stock items listed the process of automatically updating these fields can have a significant negative impact on program speed By un checking this option you may get dramatically quicker program start up times Since these fields are only of use during the creation of new stock items many users will not even notice they are not being filled When this option is turned off a small button will appear just to the left of the Category drop down clicking this will populate the fields as before Print ASAP if on site date is left blank If checked orders with blank an otherwise blank on site date field will show ASAP on the pri
23. or CSV format Stock List can import any list of items that you can display in a spreadsheet program such as Microsoft Excel Simply arrange the columns in the correct order in the spreadsheet and export a CSV or tab delimited text file Stock List can then read in the data and put it in the correct format for our Purchase Order and or Proposal Invoice programs Copyright 2009 WaverlyStreet Software All rights reserved Import Export Stock Items 42 E CSV and Tab Delimited Data Import Select CSV Format File Export SID Format Merge wi Stock List ue Import Instructions In your spreadsheet program Microgott Excel for example arrange the data in the five or six columns shown below and in the onder shown below Then select in the spreadsheet menu item File Save As and pick either CSW Comma Delimited or Text Tab Delimited for the Save as type value Give a file name click the Save button and quit the spreadsheet program Mow click the corect button above and find that file you just created Stock List will import the data and display if for review below Category Yendor Unit of measure Pant No_ Description Unit Cost Quant On Hand optional Preview Grid Category Vendor Unit Part Number Description Unit Cost Step by step instructions 1 In your spreadsheet program Microsoft Excel for example arrange the data in the five or six columns shown below and in t
24. E you wank to unlock the PO number Field This should only be done ONE TIME in order to make Purchase Order conform to your existing numbered records DO NOT do this as a matter of course data corruption is very likely iF you do If you have already been using numbered purchase orders and wish to continue in the same sequence double click on the No label just left of the PO number field Doing this will temporarily un lock the field so that you can type in a starting number other than 000001 Make sure you type in a six place number including leading zeros Save the order and confirm that it shows up in the saved purchase orders list at the bottom of the screen From here on out your PO numbers will go up from the starting number in line with your old system DO NOT use this feature regularly It is only intended to be used ONCE idealy when you first start using the system 24 Approval Process optional If desired the program may be set up so that orders must be approved before they can be issued To turn this option on go to the User Level and Approval Setup form in configuration 26 There are several differences in the program interface depending on whether approvals are on or off Copyright 2009 WaverlyStreet Software All rights reserved 37 Purchase Order Help In the top right corner No button Approval button visible oK E 2 No 001106 Number always bla
25. Items m 1 ob met 1 1 4 1 mii Note button on print preview form Po Purchase Order Print Preview D01106 03 25 2006 Approved by DG A Note editor same wr for both buttons Clicking the Add Notes button on the print preview form will make the internal notes show at the bottom of the printed order Click it again to return to normal Importing orders created on another computer With version 4x Purchase Order is able to import orders created on another Purchase Order installation and sent via email For example a buyer with the program installed on their laptop can create orders out in the field and email them to the main office There an assistant can import the orders into the main PO database without having to type anything over again The imported order can be given the number of an existing blank order in this way the buyer can call in get an order number to give to the vendor then create it and send it in later For the remote user The user who will be creating orders out of the office and emailing them in might want to make the following changes in their configuration First name one of the three user defined fields Order or the like Next make it so the PO number prefix is that user field Finally check the box that says Print ONLY the prefix as the PO Number on orders and set the email send method to System MAPI client Copyright 2009 WaverlyStreet Soft
26. ONFIDENTIAL AND IS INTENDED SOLELY FOR THE USE OF THE INDIVIDUAL 5 TO WHOM IT 1S DIRECTED IF THE READER OF THIS COMMUNICATION IS NOT THE INTENDED RECIPIENT YOU ARE HEREBY NOTIFIED THAT ANY DISSEMINATION DISTRIBUTION OR COPYING OF THIS COMMUNICATION I5 STRICTLY PROHIBITED IF VOU HAVE RECEIVED THIS COMMUNICATION IN ERROR PLEASE NOTIFY US IMMEDIATELY BY TELEPHONE AND RETURN THIS COMMUNICATION TO US YIA k Lower Block Use the lower black jw Center iw Large E Note that each data directory 31 configuration has separate fine print and settings 22 Printing with headers and footers The basic print button on the print preview form prints a single copy with no header or footer If desired you can also configure a set of multiple copies to be printed each with a different header and or footer printed on it For example COPY 1 VENDOR COPY 2 ACCOUNTING COPY 3 RECEIVING COPY 4 FILE etc Copyright 2009 WaverlyStreet Software All rights reserved 35 Purchase Order Help COPY 1 VENDOR ny Logo PURCHASE ORDER No 07 000043 Headers hic with one of tinstea arm COPY 2 ACCOUNTING ny Logo PURCHASE ORDER No 07 000043 hic with one of t inste rm COPY 3 FILE ny Logo PURCHASE ORDER No 07 000043 hic with one of tinstead See the Please reference order number on all correspondence i lek Bhishan ME ACES To begin click the Headers Fo
27. WaverlyStreet Software PURCHASE ORDER Copyright 2009 WaverlyStreet Software All rights reserved l Purchase Order Help Table of Contents Part Introduction Part Il Vendor amp Ship To Addresses Simple Part Ill Vendor amp Ship To Addresses Advanced Part IV Adding Changing Stock Items Part V Adding Line Items to Orders Part VI Combine Requisitions Into Bulk Orders Part VII Discount Sales Tax and Shipping Part VIII Comments Other Fields Part IX Working with Orders Part X Importing orders created on another computer Part XI Currency Conversion Part XII Assemblies Part XIII Receiving Tools Part XIV Printing Purchase Orders Part XV Email Options Part XVI List Refresh Indicator Part XVII Locking Orders and User Levels Part XVIII Configuration Part XIX Multiple Configurations Part XX Change the Wording Used on Forms Part XXI Fine Print extended terms amp conditions 2 5 7 9 10 12 12 15 17 18 21 21 23 24 25 26 31 32 33 Copyright 2009 WaverlyStreet Software All rights reserved Contents Part XXII Part XXIII Printing with headers and footers Setting Initial PO Number Part XXIV Approval Process optional Part XXV Part XXVI Part XXVII Part XXVIII Part XXIX Part XXX Part XXXI Part XXXII Reports Data Export Import Export Stock Items Data backup restore Technical Notes How to Buy Purchase Order Get Your Vendors to
28. a single line with the total quantity found in all the orders For each unique item the report shows quantity unit of measure part number amp description unit cost and total cost It then shows a grand total which will match the net total in an Order Detail report on the same orders Note the line item options will first display the items on an interim form On this form you may click any column header to sort the items the way you want them displayed in the report When you have them sorted click the Report button on the interim form IMPORTANT In both the detail and line item reports only the orders currently shown in the saved orders list are included So for example if you wish to see only what you actually bought during a certain month first uncheck Requisition Purchase Order and Partly Received above the saved orders list leaving only Fully Received checked Then select File Date Range and set the two dates to encompass the month you are after The saved orders list will now show only fully received orders placed during that month make a report and it will only contain those orders To narrow down your report to only a certain vendor destination buyer or one of the three user defined fields first select ANY order which contains the attribute you are after For example in the picture above I ve selected a random order shipped to Dave s Big Stores under the Tools account Home region job number 1205 If select
29. ach requisition you wish to add to the bulk order The items will be added to the order Same items will cause the quantity to increase on existing line items in the order The requisition numbers on the lower list will be crossed out Copyright 2009 WaverlyStreet Software All rights reserved Combine Requisitions Into Bulk Orders 10 Quant 4 Rec d Unit OI CTT ee mi mi z lines 0 mm i E a G G a G G a G E a G G an EA EA EA EA EA EIT EA Comments 4 Saved Orders E nni ne Part Number amp Description 62148 Computer Monitor 482 mm 19 LED l RAP21064L High Density Stanley Widmar Tool Gage Storage Ce 947 22 94 Discount 0 0 00 TP20MODULE Renshaw TP20 Extended force Modules l Unit Cost Tot cub Total 100 424 72 an 5 100 424 72 al SOC Total Netl 100 424 72 25525 9 INFINITE 2 8 m 9 portable arm includes integrated cc SO097 5 301 31445 Laptop Computer Pentium M 512 MB RAM 24 CO RO 3400 EMT EM Module Kit Renshaw EMT EM Module Kit PHIOMG1 22210 Renishaw Probe Head PHIOMG 5P25 Full k 37200 Bz Requisition L Job Numbel Account W Purchase Order Region Date 12 7 2005 gyp Tan 065 6 527 61 1845 18 4 Tar ol 0 00 Shipping 0 00 Total all 106 952 33 Ww Partly Received Fully Receiver show Stock Items i Vendor Ship To a Click requisition numbers here and their it
30. amples might include Prepay and add shipping and any applicable sales taxes If unable to ship by the date specified please call 123 456 7890 immediately etc Items entered here are saved for re use in a drop down box 9 Working with Orders There are six command buttons in the upper right corner which handle creating new orders copying them saving etc Here is a rundown on what each does Copyright 2009 WaverlyStreet Software All rights reserved 13 Purchase Order Help Create a copy of the Purchase Order currently displayed new number Preview Print Display the Help file Create a completely new f blank Purchase Order AJ A kj 005401 Wipe all fields clear keep the same PO number Order Date 5 22 2004 Account Supplies Region aq l Job Number ina rine l Save Changes The New button creates a completely new order with all fields except the order date cleared If you have unsaved changes in another order you will be prompted to save them first The Copy button creates a new PO with all fields filled in just as they are This is a big time saver if you regularly write similar orders need to write the same order for many different ship to addresses etc Just create the first one or select a previously saved order and copy it The Wipe button has the same effect as New except does not assign a new number Preview Print displays the order as is in the
31. and automatic termination of this license All rights not expressly granted here are reserved to WaverlyStreet NO WARRANTY THE SOFTWARE IS PROVIDED ON AN AS IS BASIS WAVERLYSTREET DISCLAIMS ALL WARRANTIES RELATING TO THE SOFTWARE WHETHER EXPRESSED OR IMPLIED INCLUDING BUT NOT LIMITED TO ANY IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FORA PARTICULAR PURPOSE NEITHER WAVERLYSTREET NOR ANYONE ELSE WHO HAS BEEN INVOLVED IN THE CREATION PRODUCTION OR DELIVERY OF THE SOFTWARE SHALL BE LIABLE FOR ANY INDIRECT CONSEQUENTIAL OR INCIDENTAL DAMAGES ARISING OUT OF THE USE OR INABILITY TO USE THE SOFTWARE EVEN IF WAVERLYSTREET HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES OR CLAIMS THE PERSON USING THE SOFTWARE BEARS ALL RISK AS TO THE QUALITY AND PERFORMANCE OF THE SOFTWARE WaverlyStreet s maximum liability under this Agreement for all damages losses costs and causes of actions from any and all claims whether in contract tort including negligence quasi contract statutory or otherwise shall not exceed the actual dollar amount paid by you for the software This agreement shall be governed by the laws of the State of Ohio USA and shall inure to the benefit of WaverlyStreet and any successors administrators heirs and assigns Any action or proceeding brought by either party against the other arising out of or related to this agreement shall be brought only in a STATE or FEDERAL COURT of competent jurisdiction located in Franklin C
32. art Number amp Description Tote 1 j EA KOSH Starret 50 200mm Range 0 01 mm Grad 6 Rods One 12r 111 15 111 51016 Starrett 600MM End Measuring Aod with insulating handle 63 07 Bac Discount 0 00 oe EER 234 56 z234 Edit this item E Total Net 408 78 Add one time iter Tax 1 O65 26 57 Add to stock item list he Taxe ol 0 00 Shipping 0 00 Insert whole requisitions I 3 lines Comments Total 435 35 Combine Requisitions Into Bulk Orders With version 2 3 01 you can take any number of requisitions and combine them into a single purchase order Use this feature in a multi user environment to make sure that you get the best prices through volume discounts To use this feature 1 Click the new PO button to create your new blank bulk purchase order 2 Right click in the PO s empty item list the upper half of the screen and select Insert whole requisitions ae i By On Site War FOB Terms e E E huan Fecd Urt Fat Number k Desin OOO O O Os TR sute hop Di t Right click here pele ol 0 00 Edit this item Total Net 0 00 Add one time item Tax 1 C165 0 00 Default column widths Select Taw RTT 1 as 0 0 00 Insert whole requisitions Shipping 0 00 Total x 0 00 lines Commenta The PO item list and the saved PO list will both shift to a different color background 3 Now click once on e
33. ass the approval process altogether type in a monetary threshold number Any order below that amount will be approved by default 18 Configuration The Configuration form can be accessed either through the main screen menu item File Configuration or from the printing form Copyright 2009 WaverlyStreet Software All rights reserved 27 Purchase Order Help Po Start Up Configuration File Purchase Order Appearance Font a 60CUC lt C CS s Other settings Fired PO Mo Prefix mas len 10 Prefix with user feld 3 JobNumber 1 2 3 _ Print ONLY the prefix as the PO Number on orders 06 D Top Graphic mj daves logo gif Use the top graphic Use text below C Line 1 bold Dave s Big Stores t S Line 2 1123 Waverly Steet Line 3 Anytown OH 12345 Line 4 Line 5 Signature Graphic M dave _sigipa OOO Wording on Forma Fine print Headers footers Printer F Adjustments Over all width of Form Default multiplier for tas field 1 decimal format Default multiplier for tas field 2 decimal format Use On Hand column in stock iteme listing Tas shipping charges set once and do not change Do not use document number on requisitions Do nok insert part numbers before descriptions Print line item line numbers on orders Print quantity received info on orders Mention that intemal notes exist on orders Automatically refresh Category V
34. ation Copyright 2009 WaverlyStreet Software All rights reserved 21 Purchase Order Help 13 14 Receiving Tools Purchase Order has several features to help with receiving and tracking the status of orders On the print preview form 217 click the no price button to display and print out a copy of your orders with no prices on them Give this copy to the receiver to mark up on the loading dock When orders come in use the Partly Received and Fully Received check boxes to segregate them from open orders and pending requisitions To keep partially received orders straight you may edit the individual line items The X and Rec d columns on the individual PO listings come into play Xx indicates all of the item has been received Quant Recd Uri Part Number amp Description Unit Cost Total 1 2 Ao o okg BARU 5586 10 Deck Brush 12 50 25 00 2 10 10 lb DiS 7 1 1 1 4 diwall screws 2d 23 40 3 6 5 lE DiS 2 2 drywall screws 2 45 19 44 2 y ea darai 46767 CB Products gas prop 35 lb 9 16 95 31 90 FI each One lot of store features per your quote of 83 2005 copy 5629 85 Fb 9 85 indicates only some of the items have been received These columns are adjusted by double clicking the line items to being up the line items edit box and filling in the quantity received field at the bottom of the form Wf Edit Line Item File Text Formatting Quant 3 Unit lb Unit Cost 2 43
35. buttons are replaced with ShareCon icons i Purchase Order 4 0 Licenced to Dynamic Fil Reports Help Order Details Reguistion f Purcl Name field Pr Carter Sign To s Bill Carter A shareCon button f l Jeo Box 05776 A615 Marion Road Address field Columbus OH 47207 14 To add a new address click the ShareCon button when the company name field is blank To select a saved address drop down the company name box and select To edit an existing address select it then click the ShareCon button This will bring up a simplified ShareCon contact edit form Copyright 2009 WaverlyStreet Software All rights reserved Vendor amp Ship To Addresses Advanced 4 Details Carter Sign File BX Name First Last Title Organization arter Sign Address D Bow 057776 Address 018 Marion Road iu siete al olumbus OH 47207 Country Phone Ex Fax B14 463 9256 i Mobile Pager Record Type gt gt C Public Individual Private Individual 1171572004 f Public Organization Private Organization E Mail web keywords Description signs sign installer repair Most of the fields should be self explanatory The ones which might not be are as follows Records are classified with one of four types Public Individual Public Organization Private Individual and Private Organization Select one of the four radio buttons to set this The public
36. ck ecelved Fullt Recenve ecelved Fully Recernved Normal No Approval System on the saved orders list 3rd column shows lock status only 4 Saved Orders w Requisition i Purchase Order l sawed Orders iY Requisition No Red not approved Black approved Approval System Activated Number By L Job Humber Account Regio Number B A L Job Number 001110 DG N 2005 096 Supplies 13 001110 OG r M 2005 096 0011095 0G N 2005 250 Services 12 00110906G r N 2005 250 001108 NBE N 2005 250 Supplies 12 001108 NB N N 2005 250 001107 DG N 2005 098 Supplies 12 001107 OG 2005 098 001106 NE jf 2005 098 asd goobe 0011068 NB N M 2005 098 nna NA hJ 7007 96 Giunnlies 174 nnn its M Bl 2007 096 59 items date range 12 29 2005 through 037 3172006 select File D Normal No Approval System 3rd column shows approval and lock status 1001106 Ww Purchase Order Account Supplies Services Supplies Supplies asdtg Soinnhies Approval System Activated Regior 13 lz lz 12 qoober 1 59 tems date range 12729 2005 through 03731 2006 select File D When the approval system is in place unapproved orders have a big red NOT APPROVED stamped down where the signature is supposed to go Sub Total Tax 6 5 Order Total Dave s Big Stores Authorized Signature To approve an order click on the check mark button just to the left of the order number Partly Rece
37. core these are the no price versions of the orders The top graphic file will also appear here after the first order is created Whenever a different main data folder is selected in configuration all the above files will be created if they don t already exist there 30 How to Buy Purchase Order In order to use Purchase Order beyond the 50 use trial period you must buy it from WaverlyStreet It only costs 239 00 US for the first user and only 100 00 US for each additional When you buy we will Copyright 2009 WaverlyStreet Software All rights reserved 45 Purchase Order Help 31 generate for you a matching Registration Name and Registration Key which you will then enter into the appropriate boxes under Help Enter Registration Key Once registered all program functions are restored To buy use one of the following two methods 1 If you wish to use a credit card and have internet access you may purchase on line right now Purchase Order Order Form 2 If you wish to use surface mail send a check money order or cash US funds only please for the correct amount to WaverlyStreet Software 277 W Brighton Road Columbus Ohio 43202 United States Be sure to include a return address either surface or email so we can send you your registration code Surface Mail Order Form please print clearly ___ First User 239 00 US funds _____ Additional Users 100 00 Each US funds Total enclosed
38. dor Currently Selected Above show Orders LE Category Vendor Unit Part Number Description Unit Cost a Cleaning Supplies Bear Supply each ACP 9616 BLA Steel Container Black 105 59 Cleaning Supplies Bear Supply each BAU 5556 10 Deck Bru Double click item in stock list lower list Cleaning Supplies Bear Supply case of 1 NHGT Cleaning Sl to add it to the order upper list Fasteners Bear Supply lb DWST Tdt 1 Tibda woes elt Fasteners rear Supply OWST Tf2 iiA drywall screws 2 Fasteners Bear Supply lb Dis 2 Aa wall screws 243 Hardware Bear Supply eq Stock items to pick From fdouble click add to order tk 10 79 Hardware Bear Supply ea 404 70 creen passage door latch gold 16 49 Hardware Bear Supply ea 4870 48781 CB Products gas prop 35 lb 9 15 95 F asteners ear Supply lb D Wwe 1t2 1 1 diwall screws 2 ag i i If you are buying a larger number then add one by double clicking then double click on the item in the Purchase Order s list This will bring up the line item editor where you can type in any quantity change the unit cost modify the description change the unit of measure or delete the item from that order You may also access this by right clicking and selecting Edit this item from the pop up menu Sometimes you may be quoted a lump sum figure on a large quantity of something x number of lineal feet x number of gallons etc but you don t know nor care what the unit cost is However the program needs to
39. e Bob s Hardware Hardware Bob s Hardware GA 246 24 gooseneck blue 14 42 Hardware Bob s Hardware GeB 1B 1 gizmo bracket blue 0 46 Hardware Bob s Hardware RhAD JAU aansanack rad 14 42 TE Baeda Lower section is stock items list same 11 45 Hardware Bob s Har as main screen Double click items to 8 73 Hardware Bobs andware add to assembly list above 8 73 Hardware Bob s Hardware lat lot lo QO0seneck PeO 11 45 Hardwar Bob s Hardware GA 24y 24 gooseneck yellow 14 42 Hardware Bob s Hardware GeB 1F 1 gizmo bracket red 0 46 Remove Electrical Electra C OK 0 09 Electrical Electro C Quantity i 0 45 The lower half of the form is the same as the stock items list in the main program To add a stock item to your assembly list double click on it in the lower list If the quantity required is not 1 then double click it on the upper list to display the line item edit form On this form you may either change the quantity or remove the item from the assembly Note that the quantity can be fractional in decimal format For example you may buy something in packs of ten but only need 1 for this particular widget make the quantity 1 one tenth At any time type in a descriptive name for the assembly and click the save button the program will save your list Note that the name will receive a poa extension this stands for purchase order assembly To view a printout of the assembly click the View Print button Note if you chan
40. ecking the Received Both box above the order list Orders can be locked 25 to prevent accidental changes from being made All orders that you save can be pulled up later for re printing and or copying Click on the Saved Orders bar just below the Total field to see the list As mentioned above you can select which items are listed here with the Copyright 2009 WaverlyStreet Software All rights reserved Working with Orders 14 three check boxes Requisitions Purchase Orders and Received Party Rec d Both Click the same bar which now says Stock Items List or double click any order to return to normal display Search button Click to see list below NN Show Orders d l Stock Items Show Only Stock Items For The Vendor Currently Selected Above Category Vendor Unit Part Number Description Unit Cost rae Cleaning Supplies Bear Supply each RCF 9616 BLA Steel Container Black a TAR RO Cleaning Supplies Bear Supply each BRU S586 10 Deck Brush Green indicates you have Cleaning Supplies Bear Supply case of 1 NHGT Cleaning Solvent current data displayed Fasteners Bear Supply lb DS 1 1f4 1174 drywall screws 2 34 Fasteners hear Supply DwSt lf2 1172 drywall screws Fasteners Bear Supply lb DS 2 drywall screws 2 43 H ardiatsre asr i imamla ANNATE To ook de acer rl kk kar lahol Bl a L 1 79 F asteners ear Supply J E WS1 1f2 1 172 drywall screws 2 39 i i Fa STOCK ITEMS DISPLAY Check ty
41. ed by the user defined field Print ONLY the prefix as the PO Number on orders If this checked then the PO number as printed on orders will only contain the prefix not the actual order number assigned and used by the system This is only intended to be used by remote users who are emailing orders into the main office 15 Default tax multipliers enter a decimal value here and it will be inserted into all new orders automatically Use On Hand column in stock items listing This optional feature adds another column in the Stock Items list which you may use to keep track of how many of each item you have on hand It s entirely manual right click on any item to adjust the quantity Tax shipping charges This is a global change that makes the program add shipping costs and material costs together before calculating tax By default this is not done no tax is figured on freight costs If shipping charges are taxable for you check this box and re start the program If in a multi user environment make sure everyone is set the same Do not use document number on requisitions This optional feature simply makes it so the document number is not printed on your requisitions Do not insert part numbers before descriptions By default part numbers are placed before descriptions when stock items are added to orders Checking this option turns that off Print line item line numbers on orders If checked each line item is given a line
42. ems will be added to the order listing above When finished right click in the order listing again and select quit Pio Tr be ii i at 17a Janne al Inserted 001043 001042 001041 4 When you have added all the requisitions you want to combine again right click in the PO s item list and select Quit inserting requisitions You will be presented with a dialog showing the requisition numbers processed and options on what to do with them the requisitions to finish up Dy F 1 1 1 1 1 1 2 r lines Comments raig Ul uant Rec d Unit 4 Saved Orders v Requisition Number 001044 Oona AUH AHHH 001040 O01 Ve By L 0 0 0 0 0 ri Job Number 2005 036 2005 056 2005 098 Account Supplies Supplies Supplies Tas Delete the requisitions ae r b LENES Job Number Sub Total 100 424 72 Discount 0 0 00 Mark requisitions Fully Recenved Total Net 100 424 72 Aa OBS 6 527 6 Tax ol 0 00 Do nothing with the requisitions oe Shipping 0 00 If Purchase Order Region is 13 12 Date 12 7 2005 12 7 2005 12 7 2005 12 2005 12 4 2005 1244 29007 Total 2 106 952 33 M Partly Receiwed Fully Recenver show Stock Items Vendor Ship To ABC Fixture Co ABC Fisture Co ABC Fixture Co 39 items date range 6 10 2005 through 12 7 2005 select File Date range to change 7 Discount Sales Tax and S
43. endor Unit fields Print ASAP if on site date ts left blank Account Pin Region W Piri Job Humber i Pin Buyer s name if it wt wt User field 1 name mas len 15 Bottom of form spacing User field 2 name mas len 15 Characters in description lines User field 3 name mas len 15 Top of form pacing pre printed stock vending E Mail Program start up password f Dect via SMTP server C System MAFI client Data Directory EJ Chpo_data ShareLon E Chec datas Use ShareCon fi Main It is divided into six general areas as follows Purchase Order Appearance If you wish to change from the default font Arial click the button and select another Note that not all fonts print the same way as they display in the viewer Your company information is shown in the upper left corner of all orders You may either use text for this or select a graphic file to use instead If you use a graphic make sure it does not exceed roughly 300 wide x 100 tall If you want the printed name of the person authorized to sign orders to appear above the signature line enter it in the Buyer s name field If you wish to include a scanned graphic image of your signature create it with a scanner and a paint program then specify it in the Signature Graphic area Make sure the box is checked as well The maximum width of the graphic should be a bit less than 1 2 the over all width of the form or around 300 pixe
44. ge the price of stock items in the stock item list they DO NOT automatically get updated in the assembly list s To update them select each list in turn and click the price update button When the process completes it will show the changed prices in blue It will also show assembly list items that were not found in the stock list in red Assembly list items do not have to be in the stock list but their prices cannot be updated or manually changed if they are not To use your assembly lists select the menu item File Assemblies Create orders from assembly lists The Select Assemblies form will show Copyright 2009 WaverlyStreet Software All rights reserved Assemblies 20 Select Assemblies Eg Are your assembly prices up to date Lancel Generate Orders Assemblies double click to add Quant Assembly 12 Deluxe Widget Large Blue poa Deluge Widget Large Blue poa Deluxe Widget Large Red poa 18 Deluse Widget Large Red poa Deluxe Widget Large Yellow poa 23 Deluse Widget Medium Blue poa Deluge Widget Medium Blue poa 10 Deluge Widoet Mediu Bed Deluse Widget Medium Red pos F re c z T amai Deluxe Widget Medium Yellow poa eee eee Deluxe widget Small Blue poa 25 Deluxe Widget Small yellow poa Standard Widget Large Blue poa Shapdard Widaet arae Sellar ana Stary Double click to show quantity form standard Widget Medium Yelow poa Deluxe Widget Small Red
45. h any computer program it is a very good idea to backup your data from time to time so that if the disk drive containing the main data folder fails you won t lose everything And all drives WILL fail eventually Note that in the screenshot above the backup Target is on a different machine than the Source Should the server D5r3p7 fail will be able to restore all data to a new server easily Po Purchase Order Data Restoration JOUrCE eal E po data _ po htm 000001 deleted 000001 htr 00000 deleted UOOOUS htm store planning Target al AD Srp po data Copy all Source files to Target Technical Notes Purchase Order must be installed on individual workstations not on a file server It becomes multi user when the Main Data Directory is set to a common shared directory on your network from the configuration 26 form All users must have full read write access to the shared directory Upon installation and or if not present the program creates a folder in which to store it s configuration Copyright 2009 WaverlyStreet Software All rights reserved Technical Notes 44 settings and some other information This folder goes in the Application Data area typically C Documents and Settings user s name Application Data WaverlyStreet In the WaverlyStreet folder will be po3x cfg the start up configuration file whatsnew dat internal info for the built in check what s new reminder
46. he order shown below Category Vendor Unit of measure Description Unit Cost Quant On Hand optional 2 Select in the spreadsheet menu item File Save As and pick either CSV Comma Delimited or Text Tab Delimited for the Save as type value Give a file name click the Save button and quit the spreadsheet program 3 Start Purchase Order and select File Import CSV or tab delimited format On the import form click the correct button CSV or Tab Delimited and find that file you just created Purchase Order will import the data and display if for checking 4 If the data looks good you can either incorporate it directly into the data Purchase Order is currently using with the Merge w Stock List button or save it as a separate SID format file with the Export SID button Prior to running any import operation it is strongly suggested that a complete data backup 42 is done 28 Data backup restore Purchase Order includes convenient data backup and restore functions These are accessed through the menu items File Data backup and File Data restore Copyright 2009 WaverlyStreet Software All rights reserved 43 Purchase Order Help 29 G Purchase Order Data Backup Source WDSrap po_ data _po htm OOOU01 htr DOOUO2 hkra 000003 hkra TEOxS Ow git 300 1 00 S Logo git acmepropertyloga jpg Target Em E po_ data Copying 2005wo_top gif As wit
47. he same time allow supervision through the same interface To get started click File Alternate data set This will display the Alternate Data Sets form Create new set Save changes Alternate Data Sets Cl td Go to selected set 1 Alternate data set 1 CERSESC T Rename a data set by HENE ae clicking it in the list changing 1 Alternate data set H1 7 a the name here and clicking 2 Alternate data set 2 3 Alternate data set 3 the save button The first time you enter into a new data set you will get this message New Configuration ey Attention A new configuration File has been created It is an exact copy of the configuration you were using just LD prior You must go into File Configuration and select a new data path and make any other changes you want for this alternate data set Copyright 2009 WaverlyStreet Software All rights reserved Multiple Configurations 32 Click OK and then go into configuration again Note that now the configuration form will show the name of the alternate up at the top Select and or create a new data directory for it Configuration form shows new name E Purchase Order 3 0 Licenced te WaverlyStreet Store Planning Fie Rfg Store Planning Configuration Select a folder Save in amp ES E h store planning Cheate New Folder My Recent Documents Desktop I ve hit the Select Data Directory button My Documents on the new Store Plann
48. hipping The two box Discount Tax 1 and Tax 2 fields all operate the same way The little box on the left is for a multiplier to indicate the percentage For example if your vendor gives you a 25 discount enter 25 in the discount multiplier field and the larger discount field on the right will automatically reflect this If you are paying sales tax of 6 5 enter 065 in the tax multiplier field and the calculation will be made accordingly The tax fields can be renamed and given default multipliers on the configuration 26 form If you don t want the program to figure this for you but instead wish to manually enter in a value then leave the Copyright 2009 WaverlyStreet Software All rights reserved 11 Purchase Order Help little box blank and enter numbers in the larger boxes When the little fields are blank or zero no automatic calculations will be made The Shipping field simply accepts a typed value no automatic calculations are made on it The default settings do not figure tax on shipping costs Sub Total Enter multiplier in little box Discount 25 1429 3 for automatic calculation Total Net 4287 98 OR leave blank and type Suh Total fixed figure in large box Disc 25 Tax 065 ofore a Ten ol amf Fields left blank do not T show on printouts AE Shipping 150 00 Shipping Total 2l 4716 70 Printout gt gt gt Order Total If shipping is taxable in your
49. ing configuration form and am creating a new folder for PE Store Planning within my main start up folder My Computer WA File name select a folder S CH me wf Metwork Save as type Folders Cancel Places Make any other changes you wish and SAVE the configuration From then on you will be able to select this alternate configuration with all it s unique settings simply by selecting it on the alternate data set form The different configurations are completely independent of one another They have separate numbering sequences and must be backed up separately as well A single user can be assigned a different user level 257 in each configuration 20 Change the Wording Used on Forms You may change all of the words and phrases Purchase Order uses on the forms it creates To access this feature select Configuration then on the configuration form File Change the wording used on forms Copyright 2009 WaverlyStreet Software All rights reserved 33 Purchase Order Help 21 i Purchase Order Wording Ed wis Save Load English Defaults Load Spanish Defaults asd ie see CHASE ORDER 20 Load French Defaults JUISITION a Exit ise reference order SU Job Number 20 Order Date rder Date 20 Date 20 To 20 Ship To ip To a0 By 14 On Site Date n Site Date 14 Via i 14 FOB 14 Terms errs 14 Guant uant 14 Unit rit 14 Description scription 14 Unit Price nit Price
50. liers With the PO Assemblies functions you first create a list of parts for one of each model widget you build Then when it s time to order parts for a production run you simply select the correct parts lists input a quantity of each model you need to buy for and the program automatically creates purchase orders for each vendor for the total quantity of parts required Each item on an assembly list must first be put in the program as a normal stock item 5 To get started select the menu item File Assemblies Create edit assemblies The Assembly Edit form will show Copyright 2009 WaverlyStreet Software All rights reserved 19 Purchase Order Help View print button Price update button Clear button Delete button Current assembly name ys Open button ch E x car ad Name Deluxe Widget Medium Blue poa Assembly Listin Save button Quantity Category Vendor Unit Part Number amp Description Unit Cost Hardware Bob s Hardware ea GB 16 1 gizmo bracket blue 0 46 Electrical Electro Co ea TGS 5 Toggle switch small 2 ar Electrical Electro Cp R 0 03 Electrical Electro C aahi 0 03 Electrical Electra 0 07 Hardware Bob s Ha 11 45 Packaging Best Box Electrical Double click item 31 00 i Instruments ARF Indi Snare Co in assembly list to 24 AR Stock Items PLG W Two prong plug white show item edit form Category Vendor 0 45 e Unit Cost Hardware Bob s Hardware 8 73 Hardwar
51. ls Printer Fit Adjustments Purchase Order creates html documents web pages essentially and displays them in a scaled back web browser for preview and printing If your printed output does not look like you want it too these three adjustments Copyright 2009 WaverlyStreet Software All rights reserved Configuration 28 may be helpful Each is changed by clicking the or buttons or returned to the default setting with the little default button Over all width of form adjusts just that over all width The default is 640 which works well with most printers set at their default margin widths Bottom of form spacing adjusts the placement of the totals and the signature line on your forms It is literally the number of blank lines inserted between the top of the form and the bottom The program counts the number of line items your order contains subtracts that from this figure and inserts blank lines The goal is to make it so most purchase orders fit neatly on a single page If your orders are spilling onto two printed pages even though they only have a few line items on them then decrease this value If the signature line is always further up than you want it to be increase the value Obviously if you have a great many line items on a single order it will go to two or more no matter what Characters in description lines is related to bottom of form spacing over all width and your font selection
52. n be used to add edit records ShareCon can do much more with the data including phone dialing keeping notes creating lists etc etc Note that you do not need to have the full version of ShareCon in order to use ShareCon format data in Purchase Order Copyright 2009 WaverlyStreet Software All rights reserved Purchase Order Help Details TW Wood Products x File Make Conkack Print fale eae A el d Xx Name First Last Title Organization Address Address Ein Sice Ze Allenton NS pe county oo 5 Phone Ex Fax 462 649 5830 0 462 649 5890 Mobie Pager a Te Record Type C Publye vidual Private Individual C 4 30 2004 Publicesrganization Private Urgarization E Mail re taswvood net Web keywords cem wood 4 Doing the wood package for store 9 s remodel for the N general contractor Adding Changing Stock Items Stock items consist of 6 fields Category this is simply a tag to help you find things or remind you of what they are for Examples might be Store Fixtures Cleaning Supplies etc Does not print out on the purchase order Vendor the vendor from whom you buy this item at a particular unit price If you buy the same item from different vendors make a copy of it for each one Does not print out on the purchase order Unit of measure for example each box Ib ft pack of 3 lot etc Part Number
53. nted order The wording can be changed with the wording on forms feature The three user defined fields can all be renamed and you can specify whether or not each one is printed on your orders or is just for internal use Program start up password If desired you can enter in a password which the program will require upon start up The password is case sensitive and can be any combination of alpha numeric characters If the password is forgotten the second set of six characters in your registration key can be used instead after purchasing the program Sending E mail Check the e mail method you wish to use Direct via SMTP server or System MAPI client Data Directory In this section you can select a Main and an optional ShareCon data directory for each configuration Purchase Order is a multi user application Select the same shared folder for all users and everyone will have access to the same data saved orders etc User Level and Approval Setup From the configuration form s menu select User level and approval setup Pa Start Up Configuration File Publish this configuration Other Settings Fited FO Mo Frefis rian len 10 Prefix with user field 2 Region 1l 2l 3l E User level and approval set up Change the wording used on Forms Default multiplier for tax field 1 decimal format Edit enable PO fine print blocks ae i O65 Setup header footer printing options Default multiplier
54. o 005401 my P O Bos 14249 Columbus OH 43214 Cut Order Date _ 3 22 2004 Copy Account salestlwayerlystrect c E Region By On Site Delete l FOR l Terns l ne i Quant Unit Descriptc SubTotal o0 3 Vendor amp Ship To Addresses Advanced Purchase Order offers a choice of two different ways to handle customer amp ship to addresses The Advanced method described below uses the same data format as our contacts program ShareCon and thus gives you much more flexibility The Simple method previous topic 1 is quick to use but limited in terms of using the contact information for other purposes The Advanced method PO can directly use WaverlyStreet s ShareCon name amp address program data This allows much more flexibility since ShareCon is a full featured contacts application To use ShareCon format data make sure the Copyright 2009 WaverlyStreet Software All rights reserved 3 Purchase Order Help box is checked on the configuration form Check to use ShareCon fe Direct via SMP server Use system MAFI client ShareCon data directory Chiatiey eu Hine Hiiri Main a C Documernts and Settings My Docuipents WaverlyStreetypr data shareCon B C Documents and SettingstMy Docume averlyStreet sharecan When using ShareCon data entering customer amp ship to addresses is handled a bit differently On the main form the address save
55. order in a different folder if desired not necessary The Print button brings up the standard Windows print dialog The Print Envelope button brings up a handy envelope printing utility The Email button brings up your choice of email options 23 either the built in direct method best choice or your system s default MAPI email client The Price No Price button toggles the display between a normal version of the order with prices and a special version that has no prices on it Use the no price version as a receiving check list etc The Notes No Notes button toggles the display between a normal version of the order without internal notes and a special version with the internal notes appended to the bottom Printing a set with headers amp footers You may configure custom headers and footers 347 to print on your orders Once you have set that up print them by selecting the menu item from the print preview form Copyright 2009 WaverlyStreet Software All rights reserved 23 Purchase Order Help PO Purchase Order Print Preview File Show with prices Show without prices Print single copy Print set with headers and y L og O P U RC H Configuration l c with one of Exit stead See the Please referenc fo a ee ee ee 15 Email Options Purchase Order can send documents via email in two different manners You can pick the method you wish to use on the configuration form
56. oters button on the configuration form This form will show i Print Header Footer Setup Header BOLOPY 1 YVENDOR Footer o iw Copy 2 Header bCOPY 2 ACCOUNTING Footer iw Copy 3 Header kbCOFY 3 RECEWING Footer W Copy 4 Header abCOPY 4 FILE Footer Header Footer Your printer will print 1 sheet for each Copy x checked up to five Each one can have it s own header footer or both Note that in the example above the headers are preceded with amp b this makes them right justified The setup information is stored in the data directory and common to all users Copyright 2009 WaverlyStreet Software All rights reserved Printing with headers and footers 36 To print the set select the menu item on the print preview form la Purchase Order Print Preview File Show with prices Show without prices Print single copy PURCH Please referenc Print set with headers and y L O g O Configuration R c with one of E stead See the l l j ee ee ee ee R 23 Setting Initial PO Number Double click No to un lock the number field nced to Dave s Big Stores Inc Seles istiar f Purchase Order Mark Received L aj Al Gl P Type six place starting Ship Dave s Big Store 2903 No 005402 number here INCLUDING ict leading zeros 54 McBride Ave SE Biel wiser Confirm Setting Initial Document Number x amp 3 4re vou SUR
57. ounty Ohio The parties hereby consent to in personam jurisdiction of said courts Copyright 2009 WaverlyStreet Software All rights reserved
58. pes to be listed Click to see list above 4 Saved Orders W Requisitions 4 Purchase Orders fw Partly Rec d both Received Bath Show Stock Items i Number By L Job Number Account Region Date Vendor Ship To A 005619 DG N 05 0031 Supplies AB 6 6 2005 Grand River Software HOS Architects E A OO5614 0G r 05 0 Y indicates order is locked 675 2005 Planet M Red in iil E T i 4 OO56 3 DG Y 05 0154 SUpples UL 65 2005 Wade C ded iclick Ti OO5612 G N 05 0051 Remodeling 29 6 5 2005 Frick Ga needed click Orice 005611 AE N 05 0369 Remodeling 11 a 52005 Sorensen Gross Fixture Contracting O05610 RE N 05 0051 Supplies L 6S2 005 Absolute Sign Twin Arvers Towing nnRerry t BI ARLE Ciinnlas ed ALF Poser Ciinnls Meawe s Bia Skara WOM T terns AE 12 77 2004 through 6 5 2005 ery Ae Date range to changet Note color coding Right click any item for option to delete SAVED ORDERS DISPLAY General Notes You may keep a set of general notes attached to each order There are two places where the notes can be viewed and or edited as shown below Copyright 2009 WaverlyStreet Software All rights reserved 15 Purchase Order Help 10 Note button on main form Shipping 0 00 6 lines Comments If unable to ship by the date shown please call 123 4567 immediately Total 29 993 96 d Saved Orders M Requisition W Purchase Order W Parthy Receiwed Fully Receiver show Stock
59. poa Deluxe Widget Small Yellow poa Standard Widget Large Blue poa Standard Widget Large Red pos Standard Widget Lange Yellow pos Standard Wy idgpiztbi dE s Standard wid T Standard ficial x Standard wig Standard wic Standard Wid How many Standard widget Large Blue assemblies are you buying for Cancel 25 The assembly lists you have created will be listed on the left side of the form Note the question about prices being up to date if not click the Cancel button and go back to the assembly edit form and update them Double click names on the left to add them to the production list on the right side They will initially have a quantity of zero double click them to change the quantity If you click either OK or Cancel with the quantity at zero the assembly will be removed from the production list When you have the quantities correct click the Generate Orders button and confirm the fact The program will then generate the orders and tell you what it has done aH J Attention x Tax 2 Ps Shippir zl 4 new orders have been created Note that you must manually edit each one to insert ship to address etc Spt Ea ola Cc oh ated oe TA TL z mm a rit Cost 4ardware Bob s Hardware ea GH 126 12 gooseneck blue Of Click OK then display the Saved Orders list Pick each new order in turn check it and fill in the missing inform
60. preview print form The Save button saves all changes to the order you are working on and also to the vendor and ship to addresses if changed or new The Help button displays this help file same as pressing the F1 key Across the top of the screen are three status choice controls Lock button i Purchase Order 4 0 Licenced to Dave s Big Stores Inc Sel ef Order Details Requistion Purchase Order Partl Received Mark Received L 4 EJ j F Requisition simply makes it so the order says REQUISITION on it and Purchase Order makes it say PURCHASE ORDER the default This is useful if your organization has several people who create orders but only one person authorized to release them For example a project manager might put together orders for all the things he needs saving them as requisitions and let the purchasing agent know Then the purchasing agent can simply set the order list to only display requisitions and process them easily Mark orders as Partly Received if only some of the items on the order have come in This is simply to remind you to follow up on the remainder of the order The Mark Received check box is useful for tagging orders which have been received and no longer need to be visible for normal operations Save with this box checked and these items can be hidden from view on the main order list They can always be brought back in view for duplicating them general look up etc simply by ch
61. reserved Vendor amp Ship To Addresses Simple 2 Save new Save changes i Purchase Order 4 0 Licenced to Dave s Big Stores Inc Sele a Order Details Aequiston Purchase Order Farti Recened Mark Recerved L E A z P ro WaverlyStreet Software q Ship NO 005401 E doubs OH 43214 a Order Date 5 22 2004 Account Region Ep i Site Via FOB Terms leanne FJ sales aywayverlystreet com Quant Unit Description CS Writ Covst__ Toot SubTotal 00 Company name a Discount Company address with email ol 0 00 To add a new Customer or Ship To address click the mouse in the appropriate field and type in the company name Then TAB down to the multi line address box and fill in the shipping address and phone numbers if desired and click the save button Each time you save an address it will then be available for re use in the drop down fields If you place a valid email address in the address field the SMTP send email function will pick it up New and changed addresses will also be saved whenever you save a document To delete an address from the system right click on it and select Delete To remove an address right click here then select delete from the pop up menu i Purchase Order 4 0 Licenced to Dave s Big Stores Inc Sele a Order Detail f Requiston Purchase Order Farti Recened Mark Recered D R j P ie Ee AE aie N
62. rmal sent items folder Note that if you put your vendor s email address in their PO To record along with company name and surface address the direct email option will find it and automatically put it in the email To field for you You may put multiple addresses in all address fields separated by commas You may also attach a file to the e mail with the File Attachment button below the memo field not shown Use this to send things like W9 forms etc The other method is System MAPI client This method starts up your default MAPI system email program such as Outlook and adds the document and your logo graphic as attachments The drawback of this is that the recipient must go through some extra steps in their end to view the order 16 List Refresh Indicator Purchase Order uses a colored indicator red green gt to tell you whether or not you need to refresh the Saved Orders and Stock Items lists in a multi user environment If the indicator is red that means that another user has either added a new item or made a change to an existing one and the change does not show on your display yet Copyright 2009 WaverlyStreet Software All rights reserved 25 Purchase Order Help 17 Click this button to refresh either list NS l 4 Saved Orders i Requisitions ff Purchase Orders e Partlh Rec d both Received Both show Stock Items Eo Number By L Job Number Account Region
63. s e Partly Rec d both P Received Both Number L Job Number Vendor 005402 NB Snee fot ye Aai oen eenn a wWaveryStreet Soll oslo oberg S Indicates locked O indicates unlocked 5 005299 DG O 040123 Calis 7 6 20 2004 Bear Supply The ability to lock and unlock orders is determined by one s user level which can be set on the configuration 26 form Copyright 2009 WaverlyStreet Software All rights reserved Locking Orders and User Levels 26 W User Level and Approval Set Up User Level f 1 This user may read and make reports only f 2 This user may create requisitions only cannot lock or unlock f a This user has full contral iw This user is allowed to modify the stack list Order Approval Process We Require approvals Monetary threshold 500 f Orders require the approval of 1 person C Orders require the approval of 2 people f Orders require the approval of 3 people C Orders require the approval of 4 people C Orders require the approval of 5 people mw This user is allowed to approve orders DG dg Initials to be used for approval mas len 3 The levels are as follows 1 read and make reports only 2 create requisitions only cannot lock or unlock 3 full control By default new users are set at level three After the program is purchased the user level cannot be changed without the program registration key as a password If you wish to allow small orders to byp
64. sers can still add one off items to orders if they need to do something special Order Approval Process To turn on the approval system check the box Require Approvals Pick one of the 5 items to specify how many approvals are required Check the box This user is allowed to approve orders to make this user one of the people with approval rights If the user has approval rights furnish their initials Do not have duplicate initials in the system Publishing configuration for others to adopt If you are setting up for multiple users you can save a lot of effort by using this feature Get all the printing appearance and other settings the way you want on one machine then publish it to the data directory On the other machines just set the main data directory and adopt the published configuration you created on the 1st Copyright 2009 WaverlyStreet Software All rights reserved 31 Purchase Order Help machine Start Up Configuration Po Start Up Configuration File File Publish this configuration Publish this configuration Adopt published configuration User level and approval set up lt User level and approval set up Publish from the 1st machine adopt config on the other machines 19 Multiple Configurations You can create multiple configurations each with it s own data folder and other options Use these to keep different company department purchasing activities separate but at t
65. t CSV for use in other programs such as spreadsheets Select the menu item File Data Export Fields included in the export file are as follows PO Number Job Number Order Date Vendor Ship To Order Total Shipping Tax Net Discount List cost of items before discount amp tax 27 Import Export Stock Items Purchase Order can import and export Stock Item data in several different formats You can take the list of stock items created at one Purchase Order installation and transfer it to another thus saving all the data entry work Vendors create lists of all your products and email the data to your customers who use our Purchase Order program See the menu items File Export stock items data and File Import stock items data Copyright 2009 WaverlyStreet Software All rights reserved 41 Purchase Order Help i Purchase Order 4 0 Licenced to Dave s Big Stores wi Reports Help Configuration Purchase Order Farti Recenved Mark Her L a E w Start up data set a Dave s Big Store 2903 No 00561 A ja Alternate data set 4857 McBrige Ave SE Date range Charleston ww 25984 Order Date _ 6 5 2005 Account Export stock items data SID format Remodeling Import stock items data SID Format Region 29 kd usps FOB Destina Tems Net10 Export stock items in CSV Format Job Number 05 0051 Export stock items in T Format Unit Lost Total Sub Total 207 59
66. ta import file that can be emailed to customers using a built in mail form and uploaded to a web site using a built in FTP utility Click here to download Stock List and try it out 32 License disclaimer of warranty Great care has been taken to make sure that Purchase Order is a solid and dependable computer program The program is written in Microsoft Visual Basic version 5 SP3 and the installation is performed by Inno Setup 5 1 5 The program installation and un installation have been extensively tested on several in house machines and also by a number of outside beta testers However it is simply not possible to test on every conceivable hardware operating system combination and so therefore it is impossible to say for sure that Purchase Order will function flawlessly on your system License disclaimer of warranty Prior to installing Purchase Order hereinafter referred to as the SOFTWARE you agreed to the license terms and other provisions contained herein The SOFTWARE and accompanying documentation are protected by United States copyright law and also by international treaty provisions In exchange for the purchase price WaverlyStreet grants you a limited license to install and use the SOFTWARE on a single computer You are explicitly prohibited from copying renting leasing selling modifying decompiling disassembling or transferring the program license to others Any such unauthorized use shall result in immediate
67. up to 60 characters optional Is placed before the description on orders Description up to 120 characters Note that this can be expanded upon after a stock item is added to an order Unit Cost how much one unit of the item costs Note that you do not need to figure in discounts here use the list price and specify your discount in the order You may either sit down and add a whole list of stock items at once or do them on an as needed basis as you make purchase orders Either way once an item is in the stock list it can be re used in any purchase order simply by double clicking it To print out stock lists see the options under Reports Copyright 2009 WaverlyStreet Software All rights reserved Adding Changing Stock Items 6 Purchase Order can import and export Stock Item data Details here 40 Asearch will highlight lines containing search word Stock tems Show Only Stock Items For The Vendor Currently Select show Orders tw Wendor Unit Part Humber Description Unit Cost Supplies Bear Supply a 105 59 Cleaning Supples Bear Supply Right click for more options 12 50 Cleaning Supplies So Cleaning Solvent 2 dywal screws Save changes to existing item Categ Delete On Hand Find this item in past orders Show past one time items Hardware Bear Si screen door pushbutton latch black Hardware Bears Default column widths screen passage door latchc SAVE a
68. ware All rights reserved Importing orders created on another computer 16 F Start Up Configuration File jare Other Settings Prefix with Order field be 5 _ ed PO Wo Prefix max len 10 Check Print Only Prefix Prefix with user field 2 TOrdert a a El f T Print ONLY the prefix as the PO Number on orders Default multiplier for tas field 1 decimal format 065 Default multiplier for tas field 2 decimal format T Use On Hand column in stock iteme listing Tax shipping charges set once and do not change Do not use document number on requisitions Do not insert part numbers before descriptions Print line item line numbers on orders Print quantity received info on orders Mention that intemal notes esist on orders Shtamatically refresh Category Vendor Unit fields Print SSAP if on site date ts left blank s15 Account D Pm User field 2 name max len 15 IR lw Prri st tT tt tt Name one of the user fields Order and don t print it onthe order as User field 1 name mas er Configuration settings for user who will be emailing orders in User field 3 name mas len 15 Drder Frm from the field sending E Mail C Direct via SMTP server i System MAFI client Use System MAPI client as method to send email Use ShareCon I With these changes this user can essentially type in any order number independent of the built in sequential numbering s
69. wed Full Recered L c A P si __ EN No 1001111 This order is partially approved by GG 006 6 335 00 411 70 bY 46 70 NOT APPROVED Copyright 2009 WaverlyStreet Software All rights reserved Approval Process optional 38 this form will show Approval Status Revoke 4pproval This order is not approved Approvals required 2 Approvals granted 1 DG On this form anyone can see who has already approved the order and whether or not additional approval is required Users who are configured to grant approval can do so and they may also revoke their own approval if need be Approvals may be granted or revoked even if an order is locked If you wish to allow small orders to bypass the approval process altogether type in a monetary threshold number on the User Level and Approval setup form 25 Any order below that amount will be approved by default 25 Reports Purchase order can generate a number of reports See the menu item Reports Purchase Order 4 0 Licenced to Dave s Big Stores T Eg File eee Help hs Order details all documents displayed chase Order ParthtReceved Full Received L 4 A z T lt Order details all For current vendor To Order details all For current destination oi Dave s Big Stores hal No 000058 Order details all For current buyer 277 W Brighton Road SS Order details all For current job number Columbus OH
70. ystem This allows them to call into the office get an order number and issue a PO with that number when they are not connected to the main data at the office The order can be printed and handed to the vendor or emailed to them A copy should also be emailed to someone at the office so that they can incorporate it into the main PO data structure In the main office The remote user will call in and ask for a PO number for a specific vendor The person in the office will create a new order and leave it blank except for the vendor name and give the number to the remote user The remote user will then email the completed order back to the office whereupon the person in the office will import it into the system as follows Since the remote user is using the MAPI client email method the PO will arrive as an attachment Click on the attachment in your email program and save it on your hard disk Then in the PO program select File Import requisition and locate the saved attachment Click it and select Open in the file dialog The complete order will appear in the upper half of the main form just as if it have been created locally It will show PEND in the PO number field Click the Save button and you will be Copyright 2009 WaverlyStreet Software All rights reserved 17 Purchase Order Help 11 presented with numbering options Click Automatic to assign the next sequential number as usual

WaverlyStreet Software Purchase Order

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