The Mobileezy Handheld Application can be used to raise purchase orders to your suppliers while you are with them or from the road. These purchase orders can then be synchronised to the Desktop Administrator, edited in Desktop Order Entry System and exported to your Accounting System. This can improve the speed at which purchase orders get entered into your Accounting System and reduce the amount of data entry completed in the office.
Purchase order numbers will be automatically generated by the handheld device they are raised on.
Entering a Purchase Order
Adding Additional Purchase Details (Supplier Invoice Number, Purchase Comments)
Recording a Payment
If you make a payment at the time of purchase, this payment can be applied directly to the purchase order in Mobileezy. To do this:
|1.|| From the main purchase order screen, tap on the Paid Today button.|
|Paid Today Button|
|3.||Enter the payment amount (by default this will be set to the value of the purchase order)|
|4.||Set the payment date (by default this will be set to todays date)|
NOTE: Supplier payments are not supported in the MYOB AccountRight Live; or the Reckon Accounts datalinks.
Purchase Order Templates
Purchase Orders can be created from predefined Templates. This can be particularly useful if you often buy the same items from a supplier and you want to make the process of creating the purchase order fast. When you have an existing template for a supplier, you will be prompted to create the new purchase order from that template during the creation process.
To create a new template:
|2.||Set the Status to Template|
To create a new purchase order from a template
|2.||After selecting the customer, press OK.|
|3.||Tap on the template to select and press OK|
|Select the Template|
|4.||Tap on the Add Items button to enter the quantities of each of the items on the template.|
Purchasing in DOES
Managing Payment Types