Direct Pay or Credit Card

1. Parts purchased with Credit Card or other direct pay such as Cash should be submitted with a receipt into Omniscient.

2. Once it has been entered, the charges on the Credit Card or the Petty Cash need to be entered or matched in Quickbooks.
   
   

Purchases on credit accounts:

1. Purchases on accounts need to have a PO generated in Omniscient. Once the PO is generated, the order can be made and shipped.

2. Upon receipt of the order, a packing slip needs to be signed and turned into accounting in person or over document scanner.

3. Once the bill is received it should be entered into Oniscient using "Create Bill from PO" while confirming that it was received by the packing slip.

4.  Enter into Quickbooks

5.  If there are extra charges, or the PO does not match the bill, the bill cannot be released for payment until these discrepancies have been verified by the person ordering.

6. Confirm that the PO is marked as billed. If  "Create Bill from PO" is used, this should happen automatically.

7. If a PO is missing, a written approval needs to be received from the authorized employee who ordered / purchased the item. This approval can be in the form of email, or signature of bill or receipt where the cost is declared.