Management of internal purchase orders

In stock management module is used to manage and track internal purchase orders within the company. It allows you to view purchase order details, including their status, associated fleet, and other important information. Here is an explanation of the main elements present in this interface:

Description of Filter Fields

The filter fields at the top allow you to specify certain criteria to search for specific internal purchase orders:

• Start date / End date: Allow you to define a date range to filter purchase orders created in this period.
• Number: Unique number of the internal purchase order.
• System No.: Purchase order identifier in the system for internal tracking.
• Diagnosis number: Allows you to search for purchase orders by a specific diagnostic number.
• Service, Fleet, Part, Store: Fields allowing you to filter vouchers by service, fleet, part type, or store.
• User: Allows you to filter vouchers by the user responsible for their creation or modification.
• Status: Filter allowing you to select vouchers based on their status, for example "In Progress" or "Closed".

Information Displayed

Below the filters, indicators show:

• Number of records: Total number of internal purchase orders found according to the filter criteria.
• Number of pieces: Total number of parts in internal purchase orders displayed.

Internal Purchase Orders Table

The table presents detailed information for each internal purchase order:

• System No.: Identifier of the voucher in the system.
• Number: Number assigned to the purchase order.
• Date: Date and time of creation of the purchase order.
• Fleet: The fleet concerned by the order form.
• Number of pieces: Number of parts included in the purchase order.
• Diagnosis number: Diagnostic number associated with the voucher.
• Status: Indicates the current status of the purchase order, for example "In progress" (in red) or "Closed" (in green).
• Attachment: Allows you to view attachments associated with the purchase order, if applicable.
• User: User who created or modified the purchase order.

Action Buttons

• Add a new purchase order: Green button at the top right (+ icon) to create a new internal purchase order.
• Export: Options to export data in different formats, such as Excel (green icon) or PDF (purple icon).
• Refresh: Button to refresh the displayed data and ensure that it is up to date.
• Export exel Internal purchase orders with part details: This option allows you to export Internal Purchase Orders, including all parts details.
• Import: Import from the list of Internal Purchase Orders.

Navigation

The pagination options at the bottom of the table allow you to navigate between pages if the number of purchase orders is high.

 

Add an Internal Purchase Order

Click the green (+) buttonlocated at the top right of the interface. This button allows you to create a new internal purchase order.

Complete the required fieldsin the form that appears:

• Start dateAndEnd date: Select the purchase order validity dates.
• Number: Enter the unique purchase order number.
• System No.: Indicate the system number linked to this voucher.
• Diagnosis number: Add a diagnosis number if necessary to identify the need.
• Service: Choose the relevant service from the drop-down list.
• Fleet: Select the fleet concerned by the order.
• Piece: Add the necessary parts by selecting them from the list.
• Store: Indicate the store that will supply or stock the parts.
• Status: Set the status of the purchase order (In progress, Closed, etc.).

Add parts: At the bottom of the form, there is a section forpieceswhere you can specify the items required for the order. Click the Add Parts button to include details such as part name, quantity, and other relevant information.

Attachment: You can attach documents or files using the attachment field if additional files are required.

Save: Once all the fields are completed, click onSaveto save the internal purchase order. It will then be visible in the list of internal purchase orders with its details.