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Horizon Manuals » Getting Started with Horizon » Creating Purchase Orders using the shopping process

Topics

  • Sales Orders, Deliveries & Returns 5
    • Creating a Sales Order
    • Creating a Sales Returns
    • Adding Notes on Sales Orders
    • How to create a back to back purchase order from a sales order
    • How to confirm a Delivery status on a Sales order from D when completely delivered.
  • Sales Invoices, Credits & Receipts 5
    • Raising credit notes using the Raise Invoices and Credits option
    • How to Invoice individual orders
    • Adding New Sales Receipts
    • How to create a journal entry to Write off Overpayments and Bad Debts
    • How to write off an underpaid invoice amount when putting on the sales receipt.
  • Purchase Orders & Returns 4
    • Creating Purchase Orders using the shopping process
    • Creating & Processing Purchase returns
    • Spicers & Vow Shortages
    • Converting Purchase order into Stock Movement
  • Purchase Invoices, Credits & Payments 7
    • Converting Purchase Orders to Purchase Invoices
    • Adding a Overhead Invoice
    • Automatic Payments to Suppliers
    • Creating a Manual Purchase Payment
    • Creating a Direct Payment to a Supplier
    • Sending Electronic Remittances to the Wholesalers
    • Combining Two Purchase Orders into One Invoice
  • EDI Orders & Invoicing 4
    • How to send Purchase Orders electionally using Wholesaler Comm's
    • Collecting EDI Invoices from Suppliers
    • Collecting Supplier Terms File
    • Exporting data to Sales-I
  • Contracts & Pricing 9
    • How to create a new contract.
    • How to create a Sales Quotation
    • Turn a Quote into a Contract
    • Catalogue contract matrix spicers
    • Catalogue Contract Matrix Vow
    • Creating a Fixed Margin Contract on a Matrix Range
    • Sharing Deals Across Traders
    • Changing the Expiry Dates of Contracts
    • Price Manager
  • Stock Management 7
    • How to look up stock/product card F8
    • Adjusting Stock via Product Card
    • How to modify a Product Description or Pricing on a Product Card
    • Searching for discontinued items
    • Exporting Catalogues
    • Weekly price update import
    • Merge Stock cards together
  • Trader Card (Customer & Supplier) Management 11
    • Add a Trader
    • Adding a Mailer Contract to a Customer
    • Sending Copy Invoices by Email from Credit Control
    • Modify address on Trader Card
    • Add a Delivery Branch to an Account
    • How to find Trader (F9) Ledger Detail
    • History section of trader card
    • How to add or modify contacts on a trader card
    • Create a flat discount for customers
    • How to add contacts to the Sales and Accounts contacts field on a Trader Card
    • Allowing Back orders from Wholesalers

Last Updated

Aug 26, 2010

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Other Resources

  • Horizon Manual
  • Getting Started with Horizon
  • Horizon Web

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  • Prev: How to write off an underpaid invoice amount when putting on the sales receipt.
  • Next: Creating & Processing Purchase returns

Creating Purchase Orders using the shopping process

How to create Sales Orders using the shopping process

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At the main screen in Horizon, press on the Processing button (Step 1)
Then select shopping (Step 2)

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Select what option you are going to shop for (Step 1)
The dates of the sales orders that you want to create the purchase orders from (Step 2)
Depending on the type of Sales orders that have been created you may need to tick the boxes here (Step 3)
Press the Search button (Step 4)

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Once the search button is press the items that are needed to be purchase for the orders will appear.

The shop of selected button with be now available for use (Step 1)

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Once the shop for selected button is pressed it will bring us a shopping list tab (Icon 1). That gives the details of the products in teh shopping list, information includes how much is on order, how many items are in stock etc.

You can change the Quantity Ordered by Adjusting the amounts in column indicated (Icon 2)

If you are happy press Raise Orders (Icon 3)

If you are not happy with the list press Clear Shop (Icon 4)

You can review product availablity from the suppliers in the box indicated by Icon 5

You can review which sales order the product is available from by clicking on the tab indicated by Icon 6

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Answer Yes to Raise Orders Now

Find the PO's by going to the Purchase Order Daybook

  • Prev: How to write off an underpaid invoice amount when putting on the sales receipt.
  • Next: Creating & Processing Purchase returns

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