User`s guide

Furniture Wizard User’s Guide
To place an order (Purchase Order) enter the quantity you want to order in the Qty field above the
button “Create PO”, enter the Branch ID number that you want this PO to be shipped to and then
click the “Create PO” button. After clicking “Create PO” the Process Action table will be updated,
the action will be “PO” and the “Qty” and “Branch” will be updated.
To Order Later the inventory enter the quantity you want to order later in the Qty field above the
button “Reserve Stock”, enter the Branch ID number that you want it shipped to and then click the
“Order Later” button. After clicking “Order Later” the Process Action table will be updated, the
action will be “Order Later” and the “Qty” and “Branch” will be updated.
To Deliver inventory enter the quantity you want to Deliver in the Qty field above the button
“Reserve Stock”, enter the Branch ID number that you want to deliver it from and then click the
“Deliver Now” button. After clicking “Deliver Now” the Process Action table will be updated, the
action will be “Deliver” and the “Qty” and “Branch” will be updated.
Use the Blue Arrow buttons to move back and forth through each line item for the current invoice.
Once you have made a process decision for each item on the Invoice you click the “Process
Inventory” button. You have to be sure that you have specified exactly what you want ordered,
and what you want placed on hold.
Enter amount to place On Hold
here and from what Branch, and
click Reserve Stock. Do this
only if changing automatic
Process Action taken by the
system.
Click the blue
arrows to navigate
back and forth
through each item
on the current
invoice.
After all Invoice items have
either been ordered or put On
Hold click Process Inventory
to complete the processing.
If you decide you want to
Process this Invoice later
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Current
stock
status
.
The
current
Process
Actions
.
Invoice Qty & Qty
Processed must
be equal before
you can process
the Invoice
.
Processing Inventory
1) Processing Inventory occurs through the Invoice Form. Start by clicking the “Process Inv”
button at the bottom of the screen. The Process Inventory Form will open, and will do a stock
check on the inventory available. If you see certain buttons grayed-out (and therefore
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