More actions on purchase orders

Bulk edit on line items

The Expected delivery date field of all lines on a purchase order can be changed at once with the Bulk edit button.

1. From the menu on the left, choose Purchases -> Purchase orders.
   
2. In the list, click the purchase order you want. The information from this order form will appear on the screen.
3. Click Edit in the top right.
   
4. Select the desired line items, and then click Bulk edit at the top of the list.
   
5. Enter the new value, and then click Save.
   
6. To save the changes to the sales order, click Save in the top right.
   

 

Mark as received

It is possible to indicate that a purchase order has been received without creating a goods receipt in ALIX. Once a line item is marked as received, the associated inventory is deleted and it is no longer possible to add it to a goods receipt.

1. In the menu on the left, choose Purchases -> Purchase orders.
2. Click on the desired purchase order. The information for this order will appear on the screen.
3. Select the desired line items, click More Actions, and then Mark as received.
   

 

Mark as billed

It is possible to indicate that a purchase order has been billed without creating a bill in ALIX. Once a line item is marked as billed, it is no longer possible to add it to a bill.

1. In the menu on the left, choose Purchases -> Purchase orders.
2. Click on the desired purchase order. The information for this order will appear on the screen.
3. Select the desired line items, click More Actions, and then Mark as billed.
   

 

Split a purchase order line item

It is possible to split a line item of a purchase order to easily manage partial deliveries, procurements, and invoicing. The order must be in the Issued status in order to split a line.

1. From the menu on the left, choose Purchases -> Purchase Orders.
2. From the list, choose the desired purchase order. Its information appears on the screen.
3. Select the item you want, then click Split.
   
4. Choose the quantity to divide.
   
5. Organize the measure in each new row, and then click Save.
   
6. The new lines appear in the order.
   

 

Show vendor note in a pop-up window when associating with a purchase order

This option must be configured in the customer file :

1. From the menu on the left, choose Purchases -> Vendors.
2. Click on the desired vendor. The information appears on the screen.
3. Click Edit in the top right.
   
4. Choose the option Show vendor note in a pop-up.
   

   Note: it is possible to define the default value of this option in the configurations.

5. Click Save in the top right corner when you’re done.

 

Once the configuration is activated, the next time a purchase order is created for that vendor, the note will appear in a pop-up.

1. From the menu on the left, choose Purchases -> Purchase orders.
2. Click Create purchase order in the top right.
   
3. Select the vendor.
   
4. A pop-up with the vendor note appears.