The purchase order create function allows a Partner to place a Purchase Order on their own behalf for goods to be used by the Partner for their own consumption, not part of the Partners retail stock.

The Partners personal BOC customer number will default in the transaction and can not be changed, unless the Partner has multiple account numbers. In this instance a drop down option will be available for the Partner to select the correct account number.

The Purchase Order created defaults to a 'delivery only' type order and can not be changed. There is no ability for an agent to pickup goods purchased from BOC.

The 'Purchase Order Create' screen will open with the BOC Customer number and information displayed.

Customer Order Ref: This entry creates the link between the Partners purchase order and the purchase document that you create.

Payment Type: only 2 options exist for Partners Purchase Orders.

1. On Account: Use this option for a customer who wants to purchase goods from BOC and receive an invoice for the transaction at a later date directly from BOC.
2. Credit Card: Use this option for a customer who wants to pay for the transaction immediately with their credit card. Click on the Details button and complete the following information:

• Card Type – Use the drop down option to select the correct card
• Card Number – Enter the complete number shown on the card.
• Name on Card – Enter the name as shown on the card
• Expiry Date – Enter the Month and Year of the expiry date shown on the card. Use either the drop down option or key the first letter or number of the month / year.
• Click on the Submit button to complete the action

Material Search button – if the material code is not known, clicking on this button will allow a search to be performed by using one of the following options

• Material Description: Enter the material description or part of using a wildcard '*' option. For example if *oxygen* was entered all materials with the word oxygen would be displayed.
• Click on the Search button to perform the search. From the search list select the required material(s). If the search did not return the required material, re perform the search after modifying the search criteria.
• Material Number – enter the material numbers for the required items. If more items are required, for each one click on the Add line button.
• Order Qty – enter the number of this materia(s) required.

Trade Restrictions can be implemented against a Partners BOC customer account as with any other customer. If BOC has placed restrictions against the account it will display after Validation has been carried out. Dependant on the restriction(s) messages further action will be required by the Partner prior to completing the chapter.

• Cash Only: BOC has this customer account set to Cash Only. Account payment type option will not be available for this particular customer; the transaction must be paid for by Credit Card.
• Purchase Order Required – Often this requirement is set at the Customers Request to ensure only legitimate orders are placed against the account. This information must be entered in the Customer Order Ref field.
• No Trade Contact BOC – If this message is displayed, it will be necessary to contact BOC to resolve any issues before an order can be processed against this account number. If an order is entered without contacting BOC and resolving any issues, you will be unable to be validate/submit, and an error message will display.

Validate Order Button: When the creation of the order is complete or the information entered needs to be checked, click on the Validate Order button to allow a check to be performed on the information that has been entered.

Prices Button: After the order has been completed and validated, the Price Display screen should be displayed to find the Total Price for this Sales Order. If any further changes are made the Validate Order button must be clicked again to update any changes to pricing.

Submit Order Button – will Save the order, and if No Error messages are displayed this will the message 'Order Successfully created with BOC Ref Number xxxxx' allow documentation to be printed. If any error messages are received, it would be necessary to resolve any listed issues and submit the order again.