The purchase order form is viewable after creating a new purchase order or by editing a previous order.

The purchase order form contains four (4) sections. These sections are split into different boxed areas and are order details(left), certificate list(left), options(right), order information(right). The purchase order number is found in the top right corner of the order details box. Changes on the left side of the page are saved when the save order button is clicked. If changes have been made and not saved, the purchase order number will be in italics with an asterisk. To save these changes, click the save order button Changes on the right side of the page are saved when the action is completed.

Order Details

Vendor: The vendor for certificates of this order.
Order Date: The date the purchase order was created is displayed. To change the date of the order, simply change the date values.
Status: This is the status for this order.

Note: After making any changes to the order details, you must save the order for the changes to be saved.

Certificate List

Adding Certificates
To add certificates to an order, complete the add new certificate row. If the certificate # is entered, the certificate name will automatically be populated. Likewise if the certificate name is entered, the certificate # will automatically be populated. The name field is a combination input and selection box. You can type the name and it will search the list or you can click the drop down box and select the desired certificate. Enter the amount or quantity (either the quantity or the amount field is enabled based on the option selected from the site settings page) and the click 'Add' to add this certificate to the order. If the certificate is a 'write in' certificate (i.e. denomination setup as 0) the denomination field will be enabled to enter the desired denomination for this certificate entry.

Editing Certificates
To change the amount for a certificate already added to the order, click the edit link next to the desired certificate. Enter the new amount or quantity (either the quantity or the amount field is enabled based on the option selected from the site settings page) and click the save icon(disc)'.

Deleting Certificates
To remove a certificate from the order, click the delete icon next to the desired certificate. Note: If any amount of this certificate has been filled, you can not remove it from the order.

Discount: If the certificate has not been added to inventory, the discount percent will be a link. You can change the discount this certificate was purchased at by clicking on the link. This discount is the percentage that is saved for the certificate as it is added to inventory. Ensure all discounts are correct before adding the purchase order to inventory.

Note: After making any changes to the certificate list, you must save the purchase order for the changes to be saved.

Options

Add to Inventory
To add this purchase order to inventory, click 'Add to Inventory'. A window to enter the certificates and amount to add will appear. If you did not receive all the certificates in the purchase order from your vendor, change the 'amount to add' corresponding to the appropriate certificate. If any certificates are not added in full to inventory, the orders status will be changed to backordered.

Print
Click print to view a printable statement of this purchase order.

Delete
If the order has not been added to inventory, you may delete it. Deleting an order removes it from the database.

Order Statistics

The date or scheduled range that the purchase order was created from is displayed. The date and time when the order was received and added to inventory is recorded.