Task 2: Choose the type of purchase

Purchases > Entering purchases > Task 2: Choose the type of purchase

Task 2: Choose the type of purchase

Choose the status and layout for the purchase. The default layout displayed in the Purchases window is determined by the selections made when you set up purchase details (using the Purchases Easy Setup Assistant) or when you created the vendor’s card.

1

Check whether the default layout is appropriate.

There are four layouts to choose from: service, item, professional, and miscellaneous. To change the layout:

a

Click Layout. The Select Layout window appears.

b

Choose the layout you want to use and click OK.

2

Select the status from the list in the top left corner of the window: Quote, Order, Receive Item, or Bill. Note that Receive Item only appears for the Item layout.

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Task 3: Enter the items or services you are purchasing

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Entering purchases

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Customizing forms

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Receiving items without a bill

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Creating a purchase order from a sale

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Changing the status of a purchase

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