**PURCHASES**
===========
===========

**To Create Purchase Orders**
----------------------------

1.	Click **Purchases** on the navigation bar
2.	Click the **Add Purchases** |add_purchases| button and the Create Purchase Order page is displayed:
3.	To Create a Purchase Order

	- Search for items by Item SKU, Description or by QEH Item Code.                      				
	- Add items to the Shopping Cart (Click the green plus button to add)
	- Remove items from the Shopping Cart(Click the red minus button to remove)
	- Apply V.A.T
	- Remove V.A.T
	- Change Unit Price
	- Add Order Quantity
	- Select the Vendor
	- Select the Order Type
	- **Actions** button to create new items on the fly (if required)

Note: The V.A.T |vat_button| button can automatically fill all line entries with the V.A.T. amount selected. The Currency |currency_button| button is used to change the currency on the current Purchase Order being created.

																																																			|create_purchase|

4.	Once completed, click the **Proceed With Purchases** |proceed_purchase| button and the Edit Purchase Order page is displayed:

	- Enter the Date                                                                     								
	- Change the Vendor
	- Change the Currency Type
	- Add a Note
	- Add/Remove V.A.T.
	- Change Order Quantity
	- Change Net Value (Apply Pervious GRNs)
	- **Update** button to save order
	- **Close** button to cancel order
	- Authorize Purchase Order (based on permissions)
	- Deauthorize Purchase Order (based on permissions)
	- Email Purchase Order to Vendor (based on vendor set-up)
	- **Actions** button to Create new items on the fly (if required)
	- **Actions** button to Add items to Purchase Order (if required)
	- **Actions** button to Remove items from Purchase Order (if required)
	- **Actions** button to Copy Items to Purchase List (if required)
	- **Actions** button to Export Purchase Order as PDF (if required)

																																																		 |edit_purchase|
 
-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

**To Receive a Purchase Order**
-------------------------------

1.	Once the Purchase Order is **Authorized**, click the **Receive Order** |receive_order| and the Receive Purchase Order page is displayed:

	- Enter the Invoice Number
	- Select the location where the items are received to 
	- Apply Defaults (this automatically applies the Order Quantity, Default Locations and Net Value)
	- Add Lot/Batch Number (if applicable)
	- Add Expiration Date (if applicable)
	- **Save** button to save the Receive Note
	- **Receive** button to receive the Purchase Orders
	
Note: The Receive Order button would not be displayed until the Purchase Order is at Authorized status.  The V.A.T |vat_button| and Link Locations |link_locations| button can automatically fill all line entries with the V.A.T. amount and Location selected. Before receiving, please verify that the Sub-total, Discount, V.A.T. and Grand-Total values match the values on the corresponding invoice.



																																																	|receiving_page|
																																																	
-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

**To Import Purchase Orders**
-----------------------------

1. Click **Purchases** on the navigation bar
2. Click the **Actions** |act_ions| button, then select the **Import Purchase** |import_purchase| button from the drop-down
3. Once the Import Purchase wizard is displayed, select the file to be imported and click the process button.	

Note: Please verify the Vendors IDs and Item Codes match the correct vendor and item in the system before importing the file. 																																									

|import_wizard|
																																																	
-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

**To Search and View Purchase Orders**
--------------------------------------

1.  Click **Purchases** on the navigation bar.
2.	The **Purchases** main page is displayed:

	- Search by item SKU, by item Description or by QEH Item Code	
	- Search by Vendor
	- Select Date Range
	- Search by Purchase Order Code
	- **Apply Filters** button to search for items	
	- **Reset Filter** button to remove all filters
	- **Actions** button to view/order from the shopping list
	- **Actions** button to bulk Authorize selected Purchase Orders
	- **Actions** button to bulk Print selected Purchase Orders 
	- **Actions** button to clear selection
	
	
																																																						|filter_purchase_orders|	





.. |add_purchases| image:: ./images/addpurchases.png 
	            :scale: 90%

.. |create_purchase| image:: ./images/createpurchase.png 
	            :scale: 90%

.. |proceed_purchase| image:: ./images/proceedpurchase.PNG 
	            :scale: 90%		 

.. |vat_button| image:: ./images/vatbutton.png
	            :scale: 90%	
				
.. |currency_button| image:: ./images/currencybutton.png 
	            :scale: 90%		

.. |edit_purchase| image:: ./images/editpurchase.png 
	            :scale: 90%					 
	
.. |receive_order| image:: ./images/receiveorder.png 
	            :scale: 90%				   
			
.. |link_locations| image:: ./images/linklocations.png 
	            :scale: 90%			   
			
.. |receiving_page| image:: ./images/receivingpage.png 
	            :scale: 90%					
		
.. |filter_purchase_orders| image:: ./images/filterpurchaseoders.png 
	            :scale: 90%					

.. |act_ions| image:: ./images/actions.png 
	            :scale: 90%	
				
.. |import_purchase| image:: ./images/import.png 
	            :scale: 90%	

.. |import_wizard| image:: ./images/importwizard.PNG
	            :scale: 90%