Introduction The Purchase Orders – PO List is used to research and manage existing purchase orders within Total Office Manager. Form Access From the main menu, click Vendors | PO List. Usage Perhaps the easiest way of using the commands available in the list is via its right-click menu. To enter a new purchase order, […]
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Introduction The Purchase Order (PO) History form quickly displays the history of items appearing on a purchase order. Form Access From the main menu, click Vendor | PO List. Then, right-click on a purchase order and choose History from the pop-up menu. Or From within a purchase order itself, click Menu | History. Field and
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Purchase Orders and Their Usage Purchase orders are permissions slips to buy things and do not directly effect your accounting/general journal. Purchase orders are a commercial document used to request a vendor to supply goods and/or services in return for payment from you. A Purchase Order (PO) is a written authorization for a supplier/vendor to
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Introduction The Contact Log (Vendor) report displays entries from vendor contact logs. Log entries are recorded in the contact log under a Vendor. Form Access From the main menu, click Reports | Contacts & Jobs | Contact Log (Vendor), or use the Report Navigator. Report Options Date Filter Area The following date filtering is available
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Introduction The Vendor Form – Address Info Tab is used to store basic contact information including billing address, phone/fax/cell numbers, email & website addresses, and more for your vendors. Form Access From the main menu, click Vendors | New Vendor, or From the toolbar, click the Add New Vendor button. Vendor Form – Address Info
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Introduction The Vendor Form – Contacts Tab is used to record additional contacts for the Vendor. These records store electronic contact information only, not postal information. A virtually unlimited number of additional contact records can be stored in the Contacts tab. The Caller ID feature scans these entries just as other contacts in the program.
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Introduction The Vendor Form – Overview reviews the form used to setup new vendors in Total Office Manager. The Vendor form holds all the contact and general information for those specific vendors. Form Access From the main menu, click Vendors | New Vendor, or From the toolbar, click the Add New Vendor button. Vendor Form
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Introduction At times, it may be necessary to modify a bill after it is recorded in Total Office Manager. The Adjust Discounts and Credits form allows users to quickly view and edit previously used reductions to make any necessary corrections. Form Access From the main menu, click Vendor | Bill List. Select the bill needing
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Introduction The Vendor Types List is used to manage and classify the various suppliers (vendors) from which you buy goods and services. Examples Vendor Types: Equipment Parts Computer Repair Office Supplies Advertising Bank/Financial Professional Government Communications Form Access From the main menu, click Vendors | Vendor Type List. Usage Perhaps the easiest way of using
Introduction The Vendor List is used to set up and manage vendors. It is your central information center for your Vendors. Total Office Manager provides you with a thorough form to use for entering all the pertinent information you will need for each of your vendors. For a full explanation of the vendor form, click
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