The Edge
Increase Your Bottom Line and Profitably Manage Your Inventory with The Edge
WHAT IT IS
The Purchase Order System is designed to make ordering and receiving inventory simple and fast. It’s seamlessly integrated with The Edge, and allows you to manage the process of ordering and receiving inventory. This includes Receiving a purchase order.
WHAT IT DOES
The Receive Invoice function is used to fulfill submitted PO’s. Submitting a PO marks all its associated styles as ordered. TAKE NOTE: It is possible to use Receive Invoice without using PO’s. This can be useful for importing vendor invoices/data or adding multiple items quickly.
HOW IT WORKS
To Receive items ordered on PO’s:
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Click Inventory → PO → Rcv Invoice. The Select Vendor for Invoice window will appear.
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Select a vendor using the Vendor field or drop-down at the top OR use the + button to select a
vendor that has outstanding ordered items. TAKE NOTE: The number of special orders shown
here is the number that are waiting to be ordered. Once ordered, they are reflected in
the Ordered column number.
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The Items Ordered window will appear showing all ordered items for this vendor. Select the items
you are receiving and click OK.
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The Receive Invoice window will appear with your selected items.
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At the top, enter your Invoice # and/or Packing #. Optionally, use the Invoice button if you have
an invoice file you wish to attach.
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The Received date will default to today but can be changed if you need to backdate.
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Enter the quantity Received Today on each line or use the Receive All button to receive all
outstanding items.
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On each line, you can use the edit button to edit item details and the gemstone button to enter
a GIA stone certificate # to download the certificate data for The Edge.
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Optionally, if you have an additional cost you need to factor in equally, use the Split Costs
button. This will divide a cost proportionally across all styles factoring in quantity and cost
differences.
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Edit category and pricing as desired. If you need to revert to the original cost from the PO, use
the Recall Costs button. This will also recalculate the other pricing fields if auto-price is enabled.
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Click Save / Close to add these items to inventory. A list of all added items will be displayed.
- Click Inventory → PO → Rcv Invoice. The Select Vendor for Invoice window will appear.
- Select a vendor using the Vendor field or drop-down at the top OR use the + button to select a vendor that has outstanding ordered items. TAKE NOTE: The number of special orders shown here is the number that are waiting to be ordered. Once ordered, they are reflected in the Ordered column number.
- The Items Ordered window will appear showing all ordered items for this vendor. Select the items you are receiving and click OK.
- The Receive Invoice window will appear with your selected items.
- At the top, enter your Invoice # and/or Packing #. Optionally, use the Invoice button if you have an invoice file you wish to attach.
- The Received date will default to today but can be changed if you need to backdate.
- Enter the quantity Received Today on each line or use the Receive All button to receive all outstanding items.
- On each line, you can use the edit button to edit item details and the gemstone button to enter a GIA stone certificate # to download the certificate data for The Edge.
- Optionally, if you have an additional cost you need to factor in equally, use the Split Costs button. This will divide a cost proportionally across all styles factoring in quantity and cost differences.
- Edit category and pricing as desired. If you need to revert to the original cost from the PO, use the Recall Costs button. This will also recalculate the other pricing fields if auto-price is enabled.
- Click Save / Close to add these items to inventory. A list of all added items will be displayed.
EXPAND YOUR EDGE EDUCATION
To learn more about receiving a PO, click below or visit EdgeUser.com . You’ll find graphics showing the various windows and buttons you’ll work with, as well as information on working with POs in general.
