On this page:

The Order Screen

Items are sent to the order pad according to your system settings. You can view how to set these up on the System Settings Ordering section.

To get to the Purchase Order screen, press the Orders button.

When you come to the Purchase Order screen, the default supplier information will be displayed. Other suppliers can be selected from the order pad list.

Placing and sending items on the Order Pad

When an item is placed on the order either automatically or manually it would then be put in the specified supplier’s Order Pad. Any items can be added to the Order Pad at any time.

If you want to delete any items that have been placed on the order pad select the item and press the delete key or button.

You can change the quantity of the item if necessary by selecting the item, typing the amount in the command bar and then pressing the Quantity button or key.

Then, press the send order key on a key board system or the send button on a touch-screen system.

If you want to create an order manually, go to the order screen, select the supplier, scan the item or items you wish to order or input the items PIP code in the command bar.

Change the quantity of the item if necessary by selecting the item, typing the amount in the command bar and then pressing the Quantity button or key.

Then, press the Send Order key on a key board system or the Send button on a touch-screen system.

The order will be sent to the supplier and the reply can be seen under the View Order section of the screen.

How to understand the Active Order-pad

When you open the order screen you will see the active order pad.

Active Order Pad This shows you items that have been sold and not yet ordered.

Saved/Unsent These are orders you have placed on the Order Pad but not sent.

Sent Once the order has been saved/sent, that will be stored in the Orders Still Open section. Once the order arrived from the supplier you can receive the order. Once an order is completed, the order will be sent to the Orders closed section.

Closed Order closed shows you a list of received and cancelled orders.

How to see and understand the status of your sent order

Select Sent in the View Order box. Underneath this there is a colour coded key for the status of sent orders. Line accepted is green, amended is yellow and rejected is red.

Accepted means the order has been sent and accepted.

Amended means the order has either changed in quantity or the item had been substituted.

Rejected means the item is either out of stock or has been discontinued.

How to amend, delete or print orders

You can modify any one of the orders which has not been sent to the supplier. You will find these under the Saved/Unsent option in the View Order box. Changes can be made to item codes and quantity fields. You can also delete items from the order by selecting the item and pressing the remove button. Click the save icon after making changes.

To delete a saved order, select Saved/Unsent from the View Order box. Select the order you want to delete, then press the cancel or clear button.

Bottom Tool- bar Icons for Purchase orders

New This creates a new order for the supplier you have selected.

Repeat This repeats your previous order.

Save This saves any changes you have made that need to be remembered by the Order Pad.

Clear This clears every item off the order you are on.

Add This is used to add items to the Order Pad. When you click on this icon a search box will appear were you can search items by description or PIP code.

Qty This is the quantity button and changes the quantity of a selected item on the Order pad. Select the item, type the quantity you require and press this button.

Remove This removes any items that are selected by tick box from the order.

Cut and Paste You can transfer items between suppliers. Select the item or items by tick box, these will be marked for transfer. Once you have finished selecting items click the cut icon and select the supplier you wish to transfer the items to and click paste.

Compare You can compare item prices from different suppliers and send the items to the cheapest supplier.

Item Hist This will show the item history for a selected item.


← Back to Lexpos Help