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Inventory Management User Guide

Need to find a Machine or Purchase Order?


Has O'Connell Machinery acquired a machine?

  1. Add a Machine to Inventory
    1. Complete Equipment form fields and Save
  2. Click Add Purchase Order
    1. Complete Purchase Order form fields and Save
    2. Add item Partner for each share owner of the purchase order
      1. Complete form fields and Save
    3. Add item Vendor for the seller of the purchase order
      1. Complete form fields and Save
  3. Complete Purchase Order
    1. Return to the Purchase Order created in Step 2, examine for completeness and edit if necessary
    2. Click on in upper right to Print the Purchase Order

Has O'Connell Machinery sold a machine?
  1. Find the available Machine
  2. Mark the Machine as Sold
    1. Select State Sell
  3. Click Add Invoice
    1. Also known as Customer Order
    1. Complete form fields, but ignore Customer menu if the buyer is new, and Save
  4. Click Add Customer
    1. Skip this step if the Customer record already exists; continue if the buyer is new
    2. Complete form fields, but ignore Purchase Order menu, and Save
  5. Update Invoice
    1. Return to edit the Invoice created in Step 1
    2. At the bottom of the form, select the Customer that you added in Step 2 and Save
    3. Click on in the upper right to Print the Invoice

Need to add a Machine Manufacturer or Machine Classification?
  • Add a Manufacturer
    1. Enter the machine manufacturer name in the Caption input box
    2. Clear the text in the Description input box
    3. Enter the machine manufacturer name in the VDEX Identifier input box and Save
  • Add a Classification
  1. Enter the machine classification in the Caption input box
  2. Clear the text in the Description input box
  3. Enter the machine classification in the VDEX Identifier input box and Save

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