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Filopto Help Manual

Navigation: Inventory Tab

Purchase Order

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PurchaseOrderButtonThe Purchase Order module provides an easy mechanism to administer the Purchase Orders of your practice. To access the Purchase Order section, you must first logon to Filopto. Once authorized to access the system, click on the Inventory button located in the tool bar. The Inventory menu will then be displayed in the tool bar. Select the Purchase Order to enter the purchase order section.

 

Purchaseorderscreen

 

You can filter the Purchase Orders grid to display the Search Criteria by clicking on the Apply Search Criteria button.

 

New Purchase Order: Create a New Purchase Order

 

Color Legend: display the color codes for the various status a Purchase Order can have.

 

POStatus

 

Open P.O. : Open an existing P.O.

 

Reports: Reports available for the PO category.  (you may add additional reports via the Report Manager).

 

Print List: Prints the list of P.O. displayed in the grid.

 

Close: Closes the screen.

 

Note

 

The column headings in the grid can be adjusted by the user by dragging the column heading to the desired place. See Common Tools - Data Grid

 

 

The Purchase Order screen is divided into a search and view area with a display grid showing the items selected for viewing.  The search field permits users to locate purchase orders based on their requirements. The P.O. appearing in the grid are color coded based on their current status.

 

The search criteria section permits users to change the data selected for viewing.

 

A P.O. can be edited by double clicking on it or pressing the open PO button.

 

POEdit.

The Purchase Order can have various statuses that the user can assign.  These statuses can assist users in tracking and finding purchase orders.

 

 

 

POStatus

 

POStatus

 

Pending Approval: P.O. Not Ready to be sent

Approved: Ready and approved by Management

Sent to Vendor: Waiting for Delivery

Item on Back Ordered: Waiting for BackOrder

Closed: PO is Closed

Canceled: PO was Canceled

 

 

The Grid displays the P.O. using a color schema for ease of use.