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"How do I" Enter Purchase Orders in Foodtrak (MWR YOKOSUKA ONLY) |
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| To enter a Purchase Order into the Foodtrak (IE Birite)
1. Logon to Foodtrak 2. Go to Data Entry>Purchasing>Purchase Order Entry Form. 3. Select your profit center 4. At this point you can use a template or one of the following options. a. Blank Order: This allows you to either type in the item code or name. You can also use the binoculars (locate top in the tool bar) to pull up the database where you can use click and drag method b. All Items from one Vendor: This loads the form with all items associated with that vendor. (This can take a long time to load if the vendor has many items associated with them. 5. Depending the method chosen you have several fields that needs to be filled in. If you have chosen the All Items from one Vendor, after you double click it, the vendor screen will show. Select your vendor and all items associated with that vendor will load on the form. If you have chosen Blank Order the first field that needs to filled is the vendor field. The first screen is the Header Tab. 6. Order Number: This field is auto fill however you can change the field to company policy. It is recommended that you consistent number scheme since the Foodtrak sorts by name. 7. Order Date: This is the date of the order 8. Estimated Receive Date: This is date you expect to receive the order. 9. Ordered For: This is which cost center or revenue center the product is order for. 10. Ordered By: Persons Name who is placing the order. 11. Ordered From: Vendor Name or Person requesting the order 12. Comment: This field is very useful in that you can see from the properties (right click the item) from the main Purchase Order Entry Screen once it has been completed with opening the entire form) 13. Go the Items tab: There you can begin the entry process by either entering the item code (located at the bottom left side (Vendor Code). You can also use the name or bar code to enter items as well. You also have the option to use the binoculars to pull up the database screen and can click and drag the items to the form. 14. Once the line item is in the form you can enter quantity, Unit, and cost information. The purchase location is set for default but it should show area matching your profit center. Continue to enter items as required until completed. 15. Once the order is completed you can check the check mark to send the order. This completes the order process. If you need to stop order entry during anytime you can click the stop sign and it will save the form and dump you back to the Purchasing screen. If you want to save a form but not dump back to the Purchasing screen you simply click the floppy disk icon and it will save the form. 16. If you want to create a Template for future use click the T icon and the template screen will show. From you can create a new template or highlight an existing template to overwrite it. |
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