The calendar feature in the Purchases module allows you to keep track of all payments and deliveries, with convenient buttons letting you view and pay invoices, and to tell the system when inventory has been received.
To launch the calendar, tap the button highlighted in the image below.
This will launch a pop-up window displaying the calendar.
Here you will see, for each day, if a payment or delivery is due, or overdue - and by how much. Details will be slightly different depending on if it’s an overdue payment or delivery.
To see the details for an overdue payment, simply tap on it. This will launch a small pop-up window.
The expanded window of an overdue payment will look identical to the image below, showing two selectable buttons: PAY and Show PO.
Tapping this button will launch another pop-up widow, displaying payment options and an account from which the payment is to be made.
This button launches a window showing the original invoice.
To see the details of an overdue delivery, simply tap on it. This will launch a small pop-up window.
The expanded window of an overdue delivery will look identical to the image below, showing two selectable buttons: Receive Inventory and Show PO.
Tap this button when inventory has been delivered by the supplier.
This button launches a window displaying the original purchase order.