To add inventory quantities in TSS XP, you must either use the Adjust Inventory Quantities inside of the Inventory item or create and receive a Purchase Order. Below is an example of creating and receiving a PO.
- Under the Inventory menu on the left, choose Orders and Returns.
- In the browse window, click on New. After entering your user information, a new blank PO will be created.
The fields on the PO are described as follows:
Order Type - Purchase or a Return
Order Date - The date of the order
When Required - This is a 10 character free type field. Default value of ASAP will be entered if left blank.
Ship Via - Free type field, usually set to UPS, FEDEX, etc.
FOB - Indicates which party will be responsible for shipping costs.
Terms - Payment terms of the PO.
Vendor Contact - Free type field to be used to enter a contact name at the vendor.
Order #: The PO# is automatically generated. It is recommended to leave this at the default.
Vendor Information - Pressing F6 or clicking the ellipse (...) button will allow you to browse and select a vendor.
Ship To: Will default to company address in TSS, can be changed to alternate address if needed.
Adding Products
To add products to your PO, enter the quantity and do one of the following:
To Look Up a Product By Make - Continue to the Make field, type in either the full Make or partial and press F6.
To Look Up a Product By Model - Continue to the Model field, type in either the full Model or partial and press F6.
To Enter an Item Not Already In Inventory - Enter the Make, Model and Cost desired. Upon saving the PO, you will be prompted if you wish to add to inventory.
After all products have been entered, click on Save.
After all products are entered, to post PO select Functions-Post PO
Purchase Order has now been posted.
To receive items, go to functions and receive product.
A receive purchase order items window appears.
To receive a product, enter the quantity of items received.
You can also modify the cost of these inventory items at this time if needed.
Select Yes if changing cost and then select Next.
Another window appears with the received items.
You can enter the serial number and also the vendor invoice # at this time.
When done select Save.
You are also asked if you want to print the report, print labels and create an AP invoice.
If you are only receiving some items and not all of a posted purchase order: