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Use the Lookup tool to insert vendor details

When you are creating purchase orders or adding blind receipts, you can use the lookup icon Lookup icon to save time and ensure consistency.

To lookup vendor details when creating a purchase order:

  1. Select Orders>Purchase orders. A list of Purchase orders appears.
  2. Select Add item buttonAdd. An Add Purchase order screen appears.
  3. To the right of the field for the vendor name, click Lookup icon. A screen appears with the vendors in your vendor list.
    • To Filter the list: If you do not see the vendor you need in the list, you can filter the list using the Name and Code fields above. More info...

To lookup vendor details when creating a blind receipt:

  1. Select Receiving>Receive Purchase orders. A list of Purchase orders appears.
  2. Select Add item buttonAdd Blind Receipt. An Add Blind Receipt screen appears.
  3. To the right of the field for the vendor name, click Lookup icon. A screen appears with the vendors in your vendor list.
    • To Filter the list: If you do not see the vendor you need in the list, you can filter the list using the Name and Code fields above. More info...

See Also

Filter or sort a lookup list

Item Master Lookup screen instructions

Using the Item Search screen to find inventory items

Lookup customer details

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