This feature allows purchase orders and invoices to be split into main and sub-transactions. This enables transactions to be divided based on shipments and allows payments to be accepted as items are supplied. Once the Invoice/PO has been split, any modifications made to the sub will be automatically applied to the original base Invoice/PO. This helps to organize and streamline the process of supplying and receiving merchandise.
Below is a guide on how to create and use Base and Sub transactions:
For the purpose of this document, Purchase Orders are used to illustrate the process, although the same applies to invoices.
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Log in to app.firstchoicepos.com
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Click “Transactions” in the Main Navigation menu, and select “Create Purchase Order” from the dropdown menu.
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Enter the supplier and purchase order details in the designated bars at the top of the page.
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Add the desired items to the transaction. For a detailed guide on the various methods to add items to a transaction, click here.
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Click “Save” at the top right.
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Navigate to the “Base/ Sub Transaction” tab in the side panel, and click “Split.” This will create a duplicate of the purchase order as a sub-PO.
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Click “ Create Sub Transaction” to create additional subs. Different subs can be used per shipment, enabling the items to be supplied/ received as they are shipped and payment to be made as the items are supplied/ received.
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To copy items from a base PO to the sub:
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Click on the arrow icon to add all items from the base PO to the sub.
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Alternatively, click the list button to open a list of the base PO items and select items to add to the sub.
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To supply items in a sub, change the sub PO status to "Receiving" by selecting it from the "Save" dropdown menu.
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Enter the quantity recieved in the appearing "To Supply” column.
All changes done in a sub-PO will affect and be saved in the Base PO.