Purchasing in DOES

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Purchasing in DOES

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Desktop Order Entry System can be used to both create new purchase orders and edit those completed on the handhelds, prior to export into your Accounting System.  This is all completed via the Transactions tab.

Purchase orders can be created and edited in Desktop Order Entry System and then exported to your Accounting System.

Creating New Purchase Orders        Creating New Purchase Orders

To create a new Purchase Order in DOES first ensure that the items defined in Setup have been completed.  Then complete the following steps:

1.Open DOES to the Transactions tab
2.Click on the New Purchase button
3.Select the Supplier from the drop down list
4.Set date of the purchase order in the Invoice Date field
5.Enter the Supplier Invoice Number if provided
6.Select the items for purchase either by selecting the Item Code or Description from the drop down menu's.
7.Enter the Quantity purchased
8.Enter the Purchase price
9.Record notes against the line item if applicable (these will print on the purchase order and also be exported to the Accounting System.
10.Set the Tax Code by selecting from the drop down list (NOTE: this is particularly important for Reckon Accounts)
11.Repeat steps 6 to 10 until all items are added.
12.Enter a Transaction Comment and a Payment if required
13.Press the Save button.
Screenshot of the Recording a Purchase Order in DOES
Recording the Purchase Order

Editing Existing Purchase Orders        Editing Existing Purchase Orders

Purchase orders that have been completed on the Mobileezy Handheld App (or those created in Desktop Order Entry System) can be edited in Desktop Order Entry System before they are exported to the Accounting System.  Once the transactions have been exported, it will no longer be possible to edit them in Mobileezy, adjustments will instead need to be made in the Accounting System.

To edit an existing purchase order:

1.Open Desktop Order Entry System and go to the Transactions tab
2.Set the Sale Type filter to Purchase Order
3.Locate the purchase order you wish to edit (use the filter to enter the Transaction ID to help)
4.Click on the Right Arrow to open the transaction for editing
5.Edit the transaction as required
6.Press the Save button

Adjusting Tax Codes for Reckon Accounts        Adjusting Tax Codes for Reckon Accounts

Tax codes for purchased items cannot be brought into Mobileezy for purchased items where Reckon Accounts is your Accounting System.  This is due to a limitation imposed by Reckon Accounts.

To circumvent this problem, a default tax code is used for all items.  This is configured in the system settings (see Purchasing Setup).

If you need to import a Purchase Order into Reckon Accounts with items containing a tax code that differs from the default, these will need to be manually adjusted in Desktop Order Entry System.

To do this, follow the procedure for Editing Existing Purchase Orders, adjusting the Tax Code for the affected transaction line items.

Printing Purchase Orders        Printing Purchase Orders

To print a purchase order before it has been exported to the Accounting System:

1.Open Desktop Order Entry System and go to the Transactions tab
2.Set the Sale Type filter to Purchase Order
3.Locate the purchase order you wish to edit (use the filter to enter the Transaction ID to help)
4.Click on the Right Arrow to open the transaction for printing
5.Press the print button to print
Screenshot of Printing the Purchase Order
Printing the Purchase Order

See Also

Purchasing on the Handheld

Purchasing Setup