Reports menu

• Click Detailing menu, then Reports.

 Hardware Purchase Order

1. To change order of line-items, click on Pencil icon in Sort-Purchase Order Line Number row.

2. Select Sort Type from drop down menu.

   

3. Click on Pencil icon in Purchase Order Number row to work on or delete an existing purchase order, or create a new P.O.

   

4. Select Supplier by clicking on Pencil icon in Supplier Code row.

   

5. To refine purchase order to specific openings or specific product, click on Pencil icon in Openings and Products row.

Refine by Opening

• Click Refine Opening List button.

Refine by Product

• Click Refine Product List button
• The result is seen below.

Hardware Purchase Order Cont'd

1. Hi-lite all rows to be included in selection.
2. Click Red Check Mark when completed to filter list to selected rows only.

3. Click OK to continue.

   

4. To include opening numbers on Purchase Order, click on Pencil icon in Show Opening Numbers row to toggle True / False.
5. True includes opening numbers.

6. False excludes opening numbers.

   

7. Click to preview the purchase order prior to printing.

   

8. Report engine creates purchase order as a Microsoft Word document.

 Door Frame Purchase Order

1. Select Report Type.

   

2. Select Report.

   

3. Refine selection as in the Hardware Purchase Order.

   

   

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