About Purchase orders

Inventory and Purchasing

Overview

Purchase Orders are created and processed as follows:

Fred NXT HQ - Purchase Order Worflow: Create purchase order - Send purchase order - Receive products - Received and enter invoice

 

When stores use Quick Pad to create orders in the Fred NXT Office, the following workflow is used:

QuickPad - Pre-approved planned order - Create purchase order - Send order (PharmX or manual)

Orders Status

As a planned order progresses through the workflow, its Status changes in Fred NXT Head Office and Fred NXT Office.

In Fred NXT Head Office

Purchase Type Approval Status Status Definition
Purchase order ApprovedClosed Once a draft is approved by a manager, it status changes to Approved.(AX) CancelledClosed Orders that have been cancelled. Orders should only be marked as Cancelled when the stock will never be received. An order that has been cancelled either from Planning or Purchase orders prior to being marked as Sent.
Purchase order ConfirmedClosed Confirmed purchase orders have been sent to the vendor, either electronically to PharmX or manually marked as Sent. (AX) Cancelled An order that has been cancelled either from Planning or Purchase orders after to being marked as Sent.
Purchase order Approved Open orderClosed Draft orders are still awaiting approval (if required). An order that has been created, but not sent to the supplier.
Purchase order Confirmed Open order An order that has been sent to a vendor either electronically by PharmX or manually marked as Sent.
Purchase order Confirmed InvoicedClosed Status of Orders that have been invoiced.(AX) An order that has been received and invoiced.
Returned order Approved Cancelled An return that has been not been sent, then cancelled.
Returned order Confirmed Cancelled An return that has been sent to a vendor, then cancelled.
Returned order Approved Open order A return that has been created prior to being marked as Sent.
Returned order Confirmed Open order A return that has been sent to a vendor and manually marked as Sent.
Returned order Confirmed Invoiced A credit note that has been received and marked as completed.

In Fred NXT Office

Tile Status Tile Status
Planning Rejected Purchase Order Cancelled
Purchase Order Cancelled    
Planning Approved Purchase Order Not Sent
Purchase Order Sent    
Purchase Order InvoicedClosed Status of Orders that have been invoiced.(AX) Invoices Closed
Returns Cancelled    
Returns Cancelled    
Returns Open    
Returns Sent    
Returns Closed Credit Note Closed