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FF&EZ-Design/Purchasing adds the ability to create and manage purchase orders from the data created in FF&EZ-Design. You can also create orders "from scratch" directly on the Orders List screen for any client if no project is involved. The Purchasing Module is included in the Design/Purchasing license type.
Note: If you reached this help screen by pressing the Help [F1] button from the startup screen, please note that you can display context-sensitive help from any screen when you press the F1 key on your keyboard.
If you have purchased a Design/Purchasing license, your opening screen will look similar to this (some systems may have log-in fields).
When this version of FF&EZ opens, you will see the Startup Screen (above). This screen includes all the features of the FF&EZ-Design version, which are described on the Startup Screen page. To those, the purchasing system adds four additional editing screens plus the Processing Tools, which can be called from both the Orders List and the Expediting screens:
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Orders List
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This is the heart of the purchasing system, showing all your orders and the list of items in the orders in one central location. This list is what you will use to process and maintain order items, set up shipping instructions and enter order deposits. You can also create new orders with this screen, however most orders will be created from the contents of the FF&E Worksheet, using its Order command.
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Expediting
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After orders are issued this screen displays all open orders and their status. It includes methods to update shipping status milestones and maintain status notes for the order. Once an order is closed, it drops off this screen. Expediting also includes access to the same Processing function used on the Orders List and the ability to make correcting revisions to order items, track shipping splits and shipping variances.
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Processing Tools
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Available on both the Orders List and Expediting screens, this pop-up window includes all the functions needed to issue orders, enter vendor and client financial transactions and issue documents such as invoices that are part of those processes. The processing functions update orders and order items with specific status milestones (like "Issued" and similar).
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Requests List
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This is a simple tracking screen for deposit and balance requests issued with the Processing command, including the ability to void these and return the items on them to the appropriate "unprocessed" status.
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Invoices List
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Like the Requests List screen, this shows all invoices to your clients that you have issued and allows you to void them if needed.
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Although all four main screens have a set of reports tailored for their data, the Orders and Expediting screen reports will be used the most. To learn how to use the various parts of the Purchasing system, check the Purchasing Module "How to..." section.
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