Enter a Purchase Order
The Purchase Order Processing additional module allows you to create purchase
orders. It adds accountability for any purchases made and demonstrates
willingness to buy to a supplier. Liquid allows you to automatically convert a
purchase order into an invoice when the need arises so you don’t have to re-enter
the data.
Press the Purchases tab and then the Orders button.
Select the supplier you wish to create a purchase order for in the Search box.
Alternatively you can select the supplier in the Supplier details screen before
pressing the Orders button.
Press the New Order button.
Enter a Purchase Order v7.0
22 July 2011
A screen very similar to a new invoice will now appear. Enter the header details
as required. Once filled in, press the Add new line button to add the first line.
Notes on entering the line details:







Details- Describe the product or service.
Quantity- Enter the quantity.
Price- This is the net amount of each item.
Net- The net amount will automatically be calculated from the Quantity and
Price fields.
Tax Code- Enter the VAT code.
VAT- VAT will automatically be worked out from the Net amount and the
VAT code.
Nominal- Enter the nominal code the line should be attributed to.
Press the Save button to add the line.
Press Add new line to enter more lines. If you edit the header details, ensure you
press the Update header button to save your alterations. Press the Delete button if
you wish to delete the line. To edit it press the Select button next to the desired
line, edit the details and then save it.
Enter a Purchase Order v7.0
22 July 2011
Follow Up Actions
Once completing a Purchase Order there are a number of options available along
the top of the screen.






Delete- This will delete the order.
Print Order- You can print the order off, much like you can with an invoice.
Set all delivered- Press this to set the order as fully delivered. You can
overwrite the figure below in the highlighted box if not all the items were
delivered. This will create a back order. See Back Orders below for further
information.
Clone- This creates a copy of the purchase order. You can change or add
any necessary details
Create Invoice- This allows you to convert the purchase order into a
purchase invoice. It will take you directly to the invoicing screen.
Save Deliveries- If you alter the amount delivered, press this to save the
changes.
Back Orders
A Back order is created when only a partial delivery is made. This occurs when
you enter less than the full amount into the Delivered box on a purchase order. A
Back order is created with the remaining amount, although it will keep the same
purchase order number. Multiple back orders for the same purchase order can
be created. These can be viewed on the summary screen for a supplier.
Enter a Purchase Order v7.0
22 July 2011
In a purchase order, pressing Set all delivered will mark all items as delivered.
You can, however, overwrite this amount by editing the amount in the Delivered
box and then pressing Save deliveries.
If you select a purchase order that has a back order, multiple invoices will be
linked with that purchase order, as shown in the example below.
Enter a Purchase Order v7.0
22 July 2011