Purchase Order screen: Introduction

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Accessing PO Screen in Nimbus Personal Version

 

If you are using the personal version of NimbusRMS, you can access the Purchase Order screen in Nimbus from the Main Menu by selecting: Purchase>Purchase Order

 

Accessing PO Screen in Nimbus Enterprise Version

 

Store users can access the purchase order screen by selecting Purchase>Purchase Order. However, the admin users will have to first select the store (from the dashboard) whose PO records you want to check. 

 

Default Purchase Order screen

 

By default, the purchase order screen shows the 10 latest purchase orders created during a year (for a particular store). The top row of the grid appears selected and shows the latest purchase order:

 

purchase order introduction in Nimbus 

Searching PO Records

 

You can use filters to display specific PO records made for a particular supplier, POs made within a certain date range, and (in case of enterprise version) POs for a particular store. Select the required filter and click Search button:

 

search PO records in Nimbus

 

Editing & Deleting Purchase Orders

 

To edit or delete purchase order, select the PO from the grid and click Edit button. Or simply double click a record in the grid to load it on the PO tab. check this article for detailed help on how to edit or delete a purchase order.

 

Creating a New Purchase Order

 

To create a new purchase order, click New button (of green color) on top right side of the screen. PO tab will open up. Check this article for detailed help on how to create a new purchase order. 

 

in All About Purchase Orders Tags: creating PONew POSearching PO records

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