Purchase Orders

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Purchase Orders

 

 

PurOrder

 

 

MLS 2026 includes a fully integrated:

👉 Purchase Order system

designed to simplify:

•inventory purchasing

•special ordering

•stock replenishment

•vendor management

•workorder fulfillment

throughout the business.

While inventory can be entered manually:

👉 the Purchase Order and Stock Input systems provide the preferred workflow

because they:

•improve accuracy

•reduce typing

•maintain inventory history

•update accounting automatically

•track vendor activity

•streamline receiving procedures

within MLS 2026.

The Purchasing system is designed to help eliminate one of the most common problems in service businesses:

👉 losing track of what was ordered,

👉 who supplied it,

and

👉 whether it was ever received.


Why Use Purchase Orders

It is easy to:

•call vendors directly

•place verbal orders

•write informal notes

However:

👉 this often leads to:

•delayed deliveries

•missing parts

•pricing confusion

•lost accountability

•duplicate orders

•inventory errors

The MLS 2026 Purchase Order system creates:

👉 a permanent purchasing record

for:

•vendors

•pricing

•quantities

•expected deliveries

•special orders

•inventory replenishment

throughout the system.


Before Using Purchase Orders

Before creating Purchase Orders:

👉 Accounts Payable vendors must already exist

within:

👉 Disbursements / Accounts Payable.

Purchase Orders use:

👉 the official vendor account numbers

from the A/P system.

This integration allows MLS 2026 to:

•track purchasing history

•reconcile inventory receipts

•support Accounts Payable

•process vendor payments

automatically.


Creating A New Purchase Order

When beginning a new Purchase Order:

👉 MLS 2026 first asks:

•whether the order is new

or

•an existing order is being reviewed.

For new orders:

👉 the vendor account must be selected.

You may:

•type the vendor account number

or

•use the search feature

to locate the vendor by:

•name

•account number

through the lookup system.


Sales Representative Tracking

The Purchase Order screen also allows:

👉 entry of the vendor sales representative.

This information can be extremely valuable when:

•tracking purchasing problems

•resolving shortages

•checking delivery issues

•requesting pricing assistance

because vendor accountability improves when:

👉 a representative name is associated with the order.


Automatic Inventory Purchasing

MLS 2026 supports:

👉 automatic stock replenishment.

When this option is selected:

👉 the system scans inventory automatically.

The program evaluates:

•vendor assignment

•stock levels

•minimum quantities

•stocking levels

for every inventory item.

If inventory falls below:

👉 the minimum stocking level

MLS 2026 automatically:

•calculates suggested reorder quantities

•prepares purchasing recommendations

•builds the Purchase Order list

for review.

This process greatly simplifies:

•inventory replenishment

•routine stock ordering

•purchasing management

throughout the business.


Suggested Order Quantities

The system calculates:

👉 Suggested quantities

based on:

•current stock

•minimum quantities

•stocking levels

•inventory availability

This helps maintain:

•proper inventory levels

•purchasing consistency

•reduced shortages

•improved workflow efficiency

while minimizing:

•overstocking

•tied-up inventory capital


Purchase Order Information Screen

The Purchase Order screen displays detailed information regarding:

•the order

and

•each inventory item.

Some values are:

👉 informational only

and appear in:

👉 blue

because they are calculated automatically by MLS 2026.

These fields help management make:

👉 intelligent purchasing decisions.


Purchase Order Header Information

The upper section of the screen includes:

•Vendor account and vendor name

•Sales representative

•Purchase Order date

•Running order total

•Optional workorder number linkage


Workorder Integration

Purchase Orders may be linked directly to:

👉 workorders.

If a workorder number is entered:

👉 received inventory can automatically be applied

to:

👉 that workorder

during:

👉 Stock Input processing.

This eliminates:

•duplicate data entry

•manually re-entering parts

•ordering confusion

for special-order items.


Adding Parts To Purchase Orders

To add a part:

👉 enter the part number

in the:

👉 Item field.

When the:

👉 Tab key

is pressed:

👉 MLS 2026 automatically:

•searches inventory

•retrieves descriptions

•displays inventory history

•shows purchasing information

for that item.

If the part has never existed in inventory:

👉 the operator may manually enter:

•descriptions

•pricing

•additional information

as needed.


Required Purchase Information

Normally:

👉 only two fields are required:

•Buy Quantity

•Order Price

The:

👉 Order Price

is the vendor cost per unit.

The:

👉 Buy Quantity

is the amount being ordered.


Saving Purchase Order Entries

⚠️ It is very important to:

👉 use the Add button

when creating a new line item.

After entry:

👉 press the Save button.

If Save is not selected:

👉 the item will not be retained.


Browsing Purchase Order Items

If only the most recent item appears:

👉 browse upward through the list

using:

•arrow keys

•scroll controls

•browse navigation

to review all entries currently on the Purchase Order.


Inventory Information Displayed

For each inventory item:

👉 MLS 2026 displays valuable purchasing history.

This includes:

•current stock

•quantity on order

•suggested reorder amount

•last purchase price

•average cost

•last purchase date

•last sale date

This information helps management evaluate:

•current demand

•pricing trends

•inventory movement

•purchasing necessity

before ordering.


Editing Purchase Orders

Purchase Orders may be edited at any time.

To modify an entry:

👉 highlight the desired line item

then:

👉 edit the displayed fields.

Changes may include:

•quantities

•pricing

•stocking status

•workorder assignment

Always:

👉 press Save

after editing.


Reviewing Inventory Movement

Before approving an order:

👉 management should review:

•last sale dates

•sales frequency

•purchasing history

•stocking trends

If an item:

👉 has not sold recently

management may decide to:

•reduce the order

•lower minimum stock

•discontinue stocking

to avoid:

•dead inventory

•tied-up capital

•shelf waste


Adding Additional Parts

Additional inventory items may be added manually by selecting:

👉 Add.

If the part already exists:

👉 MLS 2026 automatically retrieves:

•descriptions

•inventory history

•vendor data

•pricing information

If not:

👉 the information may be entered manually.


Deleting Purchase Order Items

If an item should not be ordered:

👉 highlight the item

and select:

👉 Delete.

MLS 2026 will:

•remove the item

•reconcile On Order quantities

•update purchasing totals

automatically.


Printing & Output

Purchase Orders may be:

•previewed

•printed

•faxed

•output electronically

using standard print options within MLS 2026.

This provides:

•vendor documentation

•internal records

•purchasing accountability

throughout the workflow.


Closing Purchase Orders

Purchase Orders remain active until:

👉 inventory is received through Stock Input.

MLS 2026 automatically closes the Purchase Order:

👉 when all items have been:

•received

or

•removed from backorder.

This automatic reconciliation greatly simplifies:

•purchasing management

•inventory receiving

•order tracking

within the business.


Special Orders vs Inventory Stock

When processing Purchase Orders:

👉 non-stock items

may be assigned to either:

•inventory

or

•a specific workorder.


Special Orders For Workorders

If a:

👉 workorder number

is assigned:

👉 the received inventory will automatically transfer

to:

👉 that workorder

during:

👉 Stock Input processing.

This eliminates:

•duplicate entry

•missed parts

•manual reassignment

during service processing.


Non-Stock Inventory Tracking

If no workorder is assigned:

👉 MLS 2026 automatically creates:

•an inventory record

for the item.

This allows the system to retain:

•pricing history

•vendor information

•purchasing history

•future lookup capability

even for:

👉 non-stocking items.

Additional inventory information such as:

•pricing

•stocking levels

•reorder points

•vendor priorities

may then be added later if desired.


Why The Purchasing System Matters

The Purchase Order system is a major operational tool within MLS 2026.

It helps businesses:

•control inventory

•reduce shortages

•improve purchasing accuracy

•track vendor activity

•automate replenishment

•manage special orders

•reduce duplicate entry

while integrating directly with:

•Inventory

•Workorders

•Accounts Payable

•Accounting

•Vendor Management

•Stock Input

throughout the entire operational workflow.


Recommended Best Practices

•Always create Purchase Orders for inventory purchases

•Use official vendor account numbers only

•Enter vendor sales representatives whenever possible

•Review suggested quantities carefully before ordering

•Monitor last sale dates during purchasing

•Avoid stocking slow-moving inventory unnecessarily

•Use workorder linkage for special-order parts

•Always use Add and Save properly during entry

•Review On Order quantities regularly

•Use automatic stock replenishment whenever practical

•Reconcile inventory promptly through Stock Input

•Retain purchasing history for long-term analysis


Recommended Companion Sections

This section works closely with:

•Inventory Editor

•Stock Input

•Vendor Management

•Accounts Payable

•Inventory Reports

•Workorders

•Pricing Tables

•Inventory Costing

•Stocking Parts

•Non-Stocking Parts

Together, these sections provide a complete inventory purchasing and replenishment workflow system within MLS 2026.