The Web Help Desk purchase orders feature tracks your asset purchases and leases.
This feature is not designed to replace your company's current accounting or ordering systems. Web Help Desk does not create purchase orders, but rather stores information about purchase orders.
Add a vendor
Before you add a new PO, add one or more vendors into the database.
- In the toolbar, click Setup and select Assets > Vendors.
- Click New.
- In the Vendors information screen, complete the fields as required.
- Click Save.
Add a purchase order
- In the toolbar, click Assets and select Purchase Orders.
- In the window, click New or New Purchase Order.
- In the PO Number field, enter a unique number.
- In the Order Date field, add the date when the purchase order was entered.
- In the Invoice Date field, enter the date when the vendor shipped the product. This date is used to calculate the warranty and lease expiration date.
- Click the Vendor drop-down men and select the vendor.
- In the Order Type row, select Lease or Purchase.
- In the Originator row, enter the last name of the client who created the PO request.
- In the Deliver To row, enter the last name of the client who receives the purchased items.
- Click Attachments and add any supporting documentation (if required).
- In the Notes box, enter any additional information about the purchase order (if required).
- Click Save.
Add purchase order line items
After you save the purchase order, you can add line items to the purchase order using the line item editor. These line items can include individual parts and their associated costs.
When you add purchase order line items, use the following conventions:
- Associate specific assets by providing a valid asset number. If you link a line item to number that does not exist or is already linked to another PO, Web Help Desk generates an error message.
- All line items must define a model and may contain part number and price information. Assets can also be associated to a PO from within the Asset detail view.
- Include a free line item defined in the PO to link the asset. For example, if you add a new Apple Macintosh asset, you could associate it with the free line item because the computer system line item is free (not linked) to any asset number.
- Select a purchase order.
- Click Assets and select Purchase Orders.
- In the Purchase Order Search window, complete the files with your search information and click Search.
- In the PO Number column, click the appropriate purchase order number.
- Click the Pencil to edit the PO.
- In the Line Item box, complete the appropriate fields as required.
Your line items must define a model and may contain part number and price information. Assets can also be associated to a PO from within the Asset detail view.
- Click New Line Item to add additional line items.
- When completed, click Save.
Import purchase orders
See Import data for details about importing purchase orders.