Purchase Orders

Overview

OfficePro enables you to create purchase orders for your product vendors and record product receipts. This process ensures accurate inventory management and efficient order tracking.

Accessing Purchase Orders

Opening the Purchase Orders List:

• Click Purchase Orders from the upper left-hand menu to view your existing purchase orders.

Understanding the Purchase Orders List:

• Each purchase order (PO) will display:
  • PO Number: Unique identifier for each order.
  • Date: The date the PO was created (newer POs appear at the top).
  • Vendor: The distributor you purchased from.
  • Patient Name: Relevant for drop-ship orders, if applicable.
  • Total Amount: The total dollar value of the purchase.
• Action options include Edit, Mark As Sent, or Receive, depending on the order's status. Once all actions are completed, the PO is marked as Complete.

Completing Purchase Orders

• Stock Adjustment: When you mark a PO as Complete, the stock on-hand for the ordered products increases by the quantity received.
• Editing Completed POs: Even after marking as Complete, you can still edit the purchase order.
• Deleting POs: If you delete a PO, the products listed will be subtracted from your inventory.

Creating Purchase Orders

You can add a purchase order in three different ways:

Using the Add Menu:

• Mouse over the Add menu at the top of the page and select Purchase.

Using the Lower Left Menu:

• Click Add A Purchase Order from the menu at the lower left of the page.

Using the Plus Sign:

• Click the plus sign at the top of the Purchase Orders list.

Recording Product Receipts

• If you received a product without creating a purchase order in OfficePro, you can still log the receipt:
  • Click Add A Purchase Receipt.
  • Enter necessary details including:
    • Vendor
    • Date
    • Product
    • Quantity
    • Shipping and Handling Charges
  • Click Record Product Receipt. This will mark the transaction as complete, and your inventory will immediately update to reflect the quantity received.

Conclusion

By efficiently managing purchase orders and product receipts within OfficePro, you can maintain accurate inventory levels and streamline your ordering process. This functionality is essential for keeping your practice well-stocked and organized.

If you have any questions about specific features or need further assistance, feel free to ask!