The Purchasing page allows a site level administrator to create purchase orders, receive, and assign items to rooms while simultaneously recording essential purchasing data (purchase order number, purchase date, vendor, funding source, and quantity).
A purchase order may contain multiple products. District administrators may add onto any existing purchase order a site has created and, thus, items from one purchase order can be assigned/shipped to multiple sites. Site administrators can create purchase orders and add products to purchase orders, in addition to the site users' ability to print purchasing tickets and scan items to rooms.
Add Record 
- allows a site administrator to add a purchase order to TIPWeb-IT
Search Fields - located at the top of the Purchasing grid, allows searching for a specific purchase order using the Order ID, Purchase Date, Vendor, Status, Estimated Delivery Date, and/or Notes search fields
Edit 
- located
on each site created purchase order's row, is the process by which
a site administrator may add/edit the respective purchase order's
details (district
created purchase require administrative permission to edit at site)
Selecting a purchase order allows a user to view details for the respective purchase order. The Details tab displays each purchase order's information as entered by the creator of the purchase order and/or a district administrator.
Purchase Order ID - an alpha and/or numeric purchase order number
Vendor - name of an individual or a company who provides/supplies products to your district (similar to a supplier)
Status - state of the purchase order (open purchase orders have full functionality, closed purchase orders prohibit editing overall purchase order details and adding additional products)
Purchase Date - date the purchase is submitted to a vendor and it is also used to calculate the item's expiration date (may be the date the item's warranty goes into effect)
Estimated Delivery Date - date the items on the purchase order are expected to be received from the vendor
Notes - displays any notes entered by the creator of the purchase order and/or a district administrator
Selecting a purchase order allows a user to view the products associated with the respective purchase order. The Products tab displays each purchase order's product information as assigned by the creator of the purchase order and/or a district level administrator.
Product Number - the TIPWeb-IT assigned product number
Product Name - name of the product
Funding Source - the source of financial resources used to purchase an item
Ordered Quantity - quantity of the product ordered from the vendor
Ordered - quantity of the product ordered from the vendor
Received - quantity of the product received by the district from the vendor (site created purchase orders will automatically populate with the quantity ordered)
Shipping - quantity of the product the district has shipped to respective sites (site created purchase orders will automatically populate with the quantity ordered)
Tags Received - quantity of the product tagged and issued to a room on the respective sites
Status - state of the product within the purchase order ('Open' products have items left to be tagged, 'Closed' products have all been tagged)
Actions - functions allowing the district level administrator to affect each product's processing within the respective purchase order
Delete 
-
deletes any product assigned to the respective purchase order
with no received items
Specific Product Information (access by clicking on the product to display the specific product's Details tab):
Purchase Price - amount entered by the district level administrator when adding the product to the respective purchase order (may be different than the product's suggested price)
Received Quantity - quantity of the product received by the district from the vendor (site created purchase orders will automatically populate with the quantity ordered)
Shipping Quantity - quantity of the product the district has shipped to respective sites (site created purchase orders will automatically populate with the quantity ordered)
Available Quantity - quantity of the product received by the district from the vendor and not yet shipped to a site
Shipped to Site - located in the details grid, is a list of site names which have been shipped the respective product for this purchase order
Shipping - located in the details grid, is the quantity of the product the district has shipped to respective sites
Received Tags - located in the details grid, is the quantity of the product tagged and issued to a room on the respective sites
Status - located in the details grid, is the state of the site's shipment ('In Transit' shipments have items left to be tagged, 'Closed' shipments have tagged all shipped items)
Actions:
Scan Tag into Inventory
- allows a user to receive an item from
the purchase order into a room located on the respective site,
while simultaneously assigning the tag and various product
required fields (as set by the district administrator)
Import Tags 
- allows an XLS
file with tag data (must provide data for required fields
and/or available fields) to be imported into TIPWeb-IT for
the respective product and product type
Purchasing Ticket 
- a list, in PDF format, detailing the items packaged,
how many, and to which site those items where shipped (also
serves as a packing slip for the respective site staff)
Selecting a purchase order allows a user to view the products associated with the respective purchase order. The Products tab displays each purchase order's product information as assigned by the creator of the purchase order and/or a district level administrator.
Product Number - the TIPWeb-IT assigned product number