Marlin GTX enables supplier purchases to be recorded using Purchase Orders.
Purchase orders are used to order stock from suppliers and can be added manually or automatically generated from work orders.
The Purchase Orders module can be accessed by selecting Main > Data Entry > Purchase Orders from the menu bar.
Select Purchase Orders, not Purchases.
The Purchases module is used to invoice received purchase orders.
Adding Purchase Orders
The Purchase Orders module will open on the New Purchase Order screen.
At the top of the screen:
- Select the Supplier
- Confirm or enter Payment Terms
- Select the Location if prompted
- Tick Prices Include GST if required
Products can be added by clicking the magnifying glass on the next empty line of the Line Details list.
For each product:
- Enter the Quantity
- Enter the Expected Cost
Additional lines can be added by clicking on the Add button at the top of the list.
Sending Purchase Orders
When a purchase order is ready to send are ready:
- Click Save
The Document Delivery window will open:
- Select Print or Send
- Then click Deliver
Printed orders must be placed with the supplier outside of GTX.
Finalising Purchase Orders
If electronic delivery is enabled, purchase orders can be sent to suppliers by clicking Finalise at the top of module window.
If available, select Megalink to send orders electronically.
Submitted orders will be marked in the Submitted column.
Work Order Purchases
Purchase orders for out of stock productss can be automatically added from within work orders.
To add a purchase order:
- Click on the Import External Data drop-down at the top of the details list
- Select Purchase Order
- If prompted, Save the details
The Auto-Generate Purchase Order pop-up will open, showing a list of the out-of-stock products on the order.
For each product:
- Leave the Order checkbox on the left ticked to include it on the order
- Or, untick to exclude the product from the order
- If set, the default supplier for each product will be automatically selected (set using the Normal Supplier field in the Options tab of the product maintenance file)
- Click in the Supplier cell to select a different supplier, if necessary
To include the Work Order Details on the Purchase Order, tick the checkbox at the bottom.
To create the order, click on the Order button at the bottom-right of the pop-up.
The order will be automatically generated and delivered according to the supplier's document delivery settings.
Orders added this way will still appear in the Existing Purchase Orders list of the Purchase orders module and can be edited and sent as usual.
See the Purchase Orders help guide.
