The View Purchase Order page provides you with full control over your Purchase Order after the creation stage.
The Details tab allows you to edit the Purchase Order, view and update the status of the Purchase Order, and provides extra information relating to the Purchase Order.
Purchase Order status:
This window provides the current status of the Purchase Order and allows you to either revert or update the status.
See Purchase Order Procedures for more information on Purchase Order statuses.
Extra functionality buttons:
|Edit||Select to edit the Purchase Order.|
Once selected you have two drop-down options:
Once selected you have three drop-down options:
|Reject||In the case where Customers are submitting the Purchase Orders, you have the ability to reject the order. The status of the Purchase Order will now be Rejected.|
|Delete||Select to delete the Purchase Order.|
The Products tab allows you to view and select the stock entering your warehouse on the Purchase Order you are viewing.
|Toggle Table Columns||Select which available columns you wish to view on the Product view page.|
|Toggle Table Data|
Option to view historical purchase order product lines with zero initial quantity stock (handy if you are wanting to review previous movements).
Unchecking this box will only show you the current purchase order product lines where stock is in the warehouse.
The Select All function allows you to select all Products on all pages. If filters are applied, only the filtered Products will be included in the select all.
This is useful if you wish to print all Purchase Order Products labels or delete Products in bulk.
To remove the selection, click the X icon in the top right corner.
By selecting the applicable products or using the Select All function you can print the Purchase Order Product labels.
See Label Printing for more information on how to print labels from within CartonCloud.
By selecting the applicable products or using the Select All function you can delete Products from the Purchase Order.
The charges tab outlines and breaks down all charges associated with the Purchase Order you are viewing.
The page is broken into four boxes as described below:
Purchase Order Charges
This box provides an overview of the charges relating to the Purchase Order.
By selecting Mark Charges Finalized you are able to stop Users from changing prices related to the Purchase Order, essentially locking the other 3 boxes on this page from any data entry (however you can later mark the charges unfinalized if you need to make further changes).
Assigned to Invoice will display what Invoice the Purchase Order is set to be or is already being charged to the customer on and provides a link to it for your convenience.
Rate Cards (Income) displays the name of the Rate Card the Customer is using which in turn generates the rates being used within the Purchase Order. It also provides a link to the Rate Card for your convenience, allowing you easy access to update charges if required.
Rate Cards (Expense) displays the name of the Rate Card set against the Supplier (if you are using another companies warehouse and have them set up as a Supplier). This, in turn, generates the rates being used to determine your cost for the Purchase Order. It also provides a link to the Rate Card for your convenience, allowing you easy access to update costs if required.
Charge Errors indicates if the system has detected any problems with charges relating to the Purchase Order. This will most commonly be triggered when a Purchase Order is not charging anything.
Income provides you with the total amount being charged to the customer for this Purchase Order (inwards movement).
Expense provides you with the total amount the Purchase Order is costing you in the scenario where you have warehouse Suppliers set up.
Adhoc Charge Data
Adhoc Charge Data will allow you to add on charges which are not able to be calculated through the system (for example the system has no way of knowing whether you wrapped a pallet or not unless you tell it).
You can manually enter your Adhoc Charges from this screen including adjusting the Unit price if it is different from what you have set up within the Rate Card.
Ensure to select Save once entering any changes.
Item Charge Data
Item Charge Data is the Handling Charges associated with bringing in the stock. These charges can be set up from the Customer's Rate Card within the Handling Charges Tab. CartonCloud will attempt to automatically calculate these charges based on the quantities you are bringing in and the prices you have set within the Rate Card.
However, they can also be manually adjusted by the user on this page by changing the number within the quantity textbox, then selecting Save.
The charges box provides a detailed breakdown of the charges related to the Purchase Order you're viewing. For these to appear you must select Automatically Calculate Income Charges and the system will calculate all the charges currently applying to the Purchase Order. This will also be triggered automatically by the system when the Purchase Order is allocated to an Invoice.
+Add Income Charge allows you to add a manual charge on to the Purchase Order. This is useful for adding charges which are not commonly occurring and therefore don't warrant being set up as Adhoc charges.
The errors tab provides a log of any errors that may occur when attempting to parse in a file or upload a file related to the Purchase Order.
The history tab provides a list of all historical changes which are tracked by the system within the Purchase Order. This is useful to check who changed the status of a Purchase Order and at what time or how the Purchase Order was entered into CartonCloud, for example, a Purchase order created through a Parser will show as "Created via Web Upload".
The comments tab allows you to record comments against a Purchase Order increasing communication within your operation.