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Purchase Worksheets View

General setup > Inventory > Purchase worksheets

What is the view used for?

• The purchase worksheets view displays a list of the available purchase worksheets on the Site Manager.

• Each site only sees the worksheets that apply to it.

• Head Office can see all worksheets.

• A worksheet can only be created or deleted through an inventory template.

• When you create an inventory template a purchase worksheet is also created. These objects always exist together so if you delete the inventory template the purchase worksheet is also deleted.

• Note: You cannot delete a purchase worksheet in any other way.

• Purchase worksheets contain order lines. Which lines populate the worksheet depends on the inventory template. The lines are posted out of the purchase worksheets and purchase orders are created from the lines. This process removes the lines. The purchase worksheet is reused the next time you need to perform replenishment.

• Even though the inventory template dictates which lines to add to the purchase worksheet, you can also add individual item lines manually.

Fields & buttons	Description
Description	The inventory template description.
Store	The store the inventory template applies to.
Entries/Lines	The number of lines currently in the worksheet.
Unit	The default unit that will be added to all the lines.
Edit	Click on a purchase worksheet and select this button to edit.

See also

This dialog/view is used in:

1. Add discount to item (these should be hyperlinks to topics which include the view or dialog - just the most obvious actions)
2. Add infocode to item