SohoOS - 5.3 Manual do Utilizador descarregar pdf (Página 27)

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SohoOS User Manual, version 5.3

To create a new item, click the icon on the top of the Items page, or the dropdown menu,

followed by Items. Make sure you fill in all of the relevant information for each item, including assigning a

vendor, setting a price, and recording the actual quantity of the items that you have in stock.

You can also add a new item while making an estimate, invoice, or purchase order. Just click in the box

under Product or Service and select + Add New Item from the dropdown menu. In the pop-up window, click

Show more details to fully fill in all information about the item. Click Save, and you'll be returned to the

estimate, invoice, or P.O. you were working on.

P.O. (Purchase Orders)

When you order supplies from a vendor, you must first issue a purchase order, or P.O. Start by clicking

P.O. on the menu on the right side of the page. Clicking while in My Business View will show all your

purchase orders, whereas clicking in Selected Contact View will only show purchase orders for that vendor.

Click the icon from the P.O. screen, or click the dropdown menu and then click P.O. Be sure to

enter all relevant data. The Price field indicates the price you charge clients for the item. The Cost Price field

indicates the amount you pay to the vendor.

Image 31 – New purchase order

Once the purchase order is created, you can download it in PDF format by clicking PDF, or email it directly

from within the system by clicking Send.!

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SohoOS - 5.3 Manual do Utilizador Página 27