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Order Management
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Sales
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In House Finances
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Purchases
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- How to create PO for BOM Elements?
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Inventory
- How to transfer Inventory from One Warehouse to Another
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- Selling an Item with a Serial Number
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Delivery Management
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Finance Books
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Service Calls
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Business Intelligence
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Settings
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- AltheaSuite Integration with QuickBooks Online
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- Send Only Journal Entries from AltheaSuite to QuickBooks Desktop
- Send Product details and Receipts from AltheaSuite to QuickBooks Desktop
- How to map the Financial Account Groups and Sub-accounts in AltheaSuite for QuickBooks
- Best practices for keeping QuickBooks Desktop in sync with AltheaSuite
- Troubleshooting QuickBooks Desktop Errors
- How to setup QuickBooks Web Connector
- Name Template formatting for QuickBooks data sync
- Account Mapping to send Items and Receipts from AltheaSuite to QuickBooks
- QuickBooks Sync with Item details and receipts
- AltheaSuite Integration With UPS
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How to create PO for BOM Elements?
To create a purchase order for BOM elements, follow the steps given below.
Step 1 : Login to your AltheaSuite account.
Step 2 : Go to Purchases -> Purchase Orders.
Step 3 : Click New to add new purchase order.
Step 4 : Select the Supplier and Warehouse.
Step 5 : Select Add Purchasable BOM Elements of selected item checkbox.
Step 6 : Select or Scan the BOM item in purchase order.
Example: You have an Item as Laptop (BOM), and its BOM elements (or parts) are LCD, Keyboard & Mouse. So when you need to purchase parts/raw material of Laptop (BOM). Select it in PO and all BOM elements of Laptop (BOM) will be automatically added to PO.
Step 7 : System will prompt to enter number of quantity for this item. In Adding BOM elements of Item popup, enter the quantity and click OK.
Example 1 : To make 1 qty of Machine A (BOM) we need Part A – 1 qty. If you enter Quantity as 2 in the popup (Adding BOM Elements of Item), Part A gets added to PO with 2 qty.
Example 2 : To make 1 qty of Machine A (BOM) we need Part A – 2 qty. If you enter Quantity as 2 in the popup (Adding BOM Elements of Item), Part A gets added to PO with 4 qty.
Step 8 : System will explode Purchasable BOM Elements (Parts/Raw Materials) into purchase order.
Step 9 : Click Save.
Note : If BOM elements (Parts / raw materials) have Minimum Order Quantity defined and do not match with supplier’s ordering requirements, then on saving you will see the below error.
- Close the error message. Click Adjust Quantities For Order Requirements button, this will update BOM elements PO quantity to minimum order quantity.
- Items that are adjusted for order requirements will be highlighted with red color text in the PO grid.
