Header in Order
The header of the purchase order contains all the vital information about the document: document type, supplier, warehouse, status and document number.
You can use the Tab key to move between the fields.
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Doc type
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In the Doc type field, you can select between preprepared document types.
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WARNING
Authorizations for Document types are set in PANTHEON. Read more about setting authorizations at this link.
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Supplier
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Person from whom you purchase/order the goods or services. In this field, you can search the client/supplier by their VAT number and/or name. If the client is not in the register yet, you can add the client to subjects by clicking on this button:  .
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Warehouse
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In general, data about the warehouse is not mandatory and you don’t need to enter it. However, if you want to transfer data to an issued invoice or a packing slip, you have to select the warehouse. If not, the program will issue a warning message. Warehouse can be also set in Document Types register as mendatory field.
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Status
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A label about the status of the order which affects two categories: free stock and the finished status.
There three predefined statuses:
- Created – Represents information from the supplier or a request for the supplier and doesn’t affect the free stock.
- Confirmed – Represents a binding order for both the customer and the supplier, and it is calculated into free stock.
- Finished – Used for orders that have not been fully dispatched; the rest of the non‑dispatched quantity is reversed. Such orders don’t affect the free stock. The program uses this data in the Sales Order Report and when adding orders to a document.
If needed, you can also define additional new statuses.
When entering a new order, the default status will be the lowest value (by default: 1 – Created).
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Order no.
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This is a unique document number, consisting of: a two-digit year code, a three-digit document type code (same as in the ‘Document Types’ register) and a six-digit consecutive document number. The number is automatically generated by the program and cannot be changed.
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