Purchase orders

A purchase order in EVERJUST tells a vendor what you want to buy. It ties together the order, the goods you receive, and the bill you pay: once the order is confirmed, every line shows how much has been received and how much has been billed.

Create a purchase order

1. Open Purchase and click New.
2. Select the vendor.
3. Add product lines with quantities and unit prices.
4. Click Confirm Order to lock the terms. To quote the vendor first, click Send RFQ to email the request, and confirm once they agree.

The confirmed order becomes the record of what you committed to buy.

Receive goods

When you confirm the order, EVERJUST creates a receipt for the expected items. When the shipment arrives, open the receipt, set the quantities that actually came in, and click Validate. Stock rises and the order's Received column shows how much of each line has arrived.

Bill what you received

Create the vendor bill from the order rather than keying it in fresh.

1. In the Purchase Orders list, select the confirmed order and click Create Bills. You can also start a bill in Accounting and pick the order in its Auto-Complete field.
2. Check the draft against the order's Received and Billed columns. Goods default to a bill-on-received control policy, so the draft starts from what arrived, not what was promised.
3. Adjust any line the vendor got wrong, then post and pay the bill.

If a vendor invoices more than you received, the gap between the order's Received and Billed columns shows it before you pay. You pay for the goods that landed, not the ones that were promised.

Related

• Purchase
• Vendors & RFQs — quote several vendors before you commit.
• Receipts & deliveries — validating the receipt.
• Vendor bills — posting and paying the bill.