Purchase Orders Sub Tab
Only the staff designated as System Administrators need to read this section.
Predefined PO Notes
On the left portion of this tab you can enter notes that you might want to add to purchase orders at the time they are created. These notes can be added on the Purchase Order Preview Layout.
You can also set up pre-defined PO notes that are automatically added to the end of purchase orders based on the category of item(s) on the purchase order. For more information about this option, please read the section on Categories.
Finally, you can add notes to purchase orders at the time they are created. You can read more about this in Creating POs.
Ship Via Methods
If your firm uses QuickBooks Desktop, then the Ship Via options will be pulled directly from the QuickBooks Desktop settings. You won't be able to change them here, but you will be able to set their web address for tracking purposes.
If your firm doesn’t use QuickBooks Desktop, then you will be able to click the Create Carrier button to add your specific carriers.
When you create a purchase order you can select from one of these carriers, or when you are updaing the details of a purchase order and the vendor informs you of the carrier, then you can select the carrier for that purchase order.
Entering Tracking URLs (website addresses)
It is helpful to enter the tracking URL for your carriers so on the Purchase Order Layout, if you enter the tracking number, then you can click on the tracking number to jump to the carrier’s website and see the shipping status.
To enter the tracking URL for your carriers:
- Find out the tracking URLs for your carriers.
- Click the Set URL button.
- Enter the tracking URL followed by /[TrackingNumber]
Common Carriers
Fed Ex: https://www.fedex.com/en-us/tracking.html so you would enter https://www.fedex.com/en-us/tracking.html/[TrackingNumber]
USPS: https://tools.usps.com/tracking/ so you would enter https://tools.usps.com/tracking/[TrackingNumber]
DHL: https://www.dhl.com/us-en/tracking.html so you would enter https://www.dhl.com/us-en/tracking.html/[TrackingNumber]