How do I create a Purchase Order for a new Supplier?

A Supplier must be added, and active, to create a new Purchase Order for them. 

To create a new Supplier efficiently, you can create from them Add Purchase Order page:

1. From Unleashed's main menu, go to Purchases, Purchase Orders and Add Purchase Order.
2. Click on *Supplier Code.
3. You'll be re-directed to View Suppliers in a new tab, select Add Supplier.
4. Enter a unique Supplier Code and Supplier Name. 
5. Provide any further Supplier details e.g. confirm if the Supplier is taxable, and click Save. 
6. Navigate back to the Add Purchase Order tab, enter the new Supplier's details and select them from the pre-populated dropdown.
7. Proceed with creating a new Purchase Order. 

Can I update a completed Purchase Order?

Once a Purchase Order has been completed, the product quantities, prices and costs cannot be edited. The only updates that can be made to a completed Purchase Order are to the:

• Supplier Reference
• Address
• Order Date
• Delivery Date
• Template
• Comments

If a Purchase Order has been completed incorrectly, create a Supplier Return to counter it and create a new Purchase Order as a correction. 

How do I change the address on a Purchase Order?

By default, the receipting warehouse's address will populate in the Address fields on a Purchase Order. But you can update the Purchase Order's address to a known customer's address or an alternative address in the Purchase Order directly.

To populate a customer's address in a Purchase Order:

1. Open the Purchase Order.
2. Click on the magnifying glass icon next to Delivery Name. 
3. In the Address Search window, use the Customer Code, Customer Name or Address Name fields to locate a known customer address. 
4. Select the Address Name from the list provided and the address details will populate in the Purchase Order.

To update a warehouse's address:

1. From Unleashed's main menu, go to Settings, System and select Warehouses.
2. Select the Warehouse from the list provided.
3. Update the Address fields, as required. 
4. Click Save. 

The Warehouse's updated address will not automatically apply to existing Purchases Orders. 

How do I manage the tax on a Purchase Order? 

Taxes apply to Purchase Orders based on the following hierarchy, provided the Supplier is enabled as taxable in their record:

1. Product's purchase tax rate takes precedence. 
2. If no purchase tax rate is set for the product, the Supplier's tax rate takes precedence. 
3. If no tax rate is set for the Supplier, the default purchase tax defined in Settings, System, Taxes will apply. 

Whilst the Purchase Order is in Parked or Placed status, you have the opportunity to amend the tax that's applied to the order as a whole, but note that updating a Purchase Order's tax will not override a product's tax. 

To update the order tax on a Purchase Order:

1. Open the Purchase Order.
2. Use the Tax Rate dropdown menu to select the appropriate tax rate. 
3. Click Save. 

The updated tax rate will apply to all Order Lines on the Purchase Order, unless the product on the order line has a purchase tax rate set in it's product record.

Why is the Supplier Product Code not displayed on my Purchase Order?