How To: Create a Purchase Order
Purchase Orders are optional. Yellow Dog Inventory does not require a Purchase Order before entering a Receipt or Invoice. - Permission to Purchasing
- Permission to view and edit Purchase Orders
- Go to Purchasing > Purchase Orders.
- Select Create New Purchase Order.
- Select the Store.
- Select the Vendor.
- Add items using one of the following options:
- Add Items – Select items from the standard item lookup screen.
- Add Items From – Add items based on Par Levels, Sessions, Item Lists, or other predefined sources.
- Enter the required Quantity for each item.
- Select Commit
If you select the incorrect Store or Vendor, close the Purchase Order editor and start over.Convert a purchase order or receipt to an invoice
- Highlight the purchase order
- Select Convert To > Receipt/Invoice.
- Confirm item quantities and vendor prices, and update as needed.
- Confirm or update the Commit Date.
- File in additional fields for the selected document as needed.
- Select Commit.
Purchase Order Fields and Options
Top of the Purchase Order
Reference / Description / Notes
Optional text fields. Information entered here carries forward if the document is converted.Expected Arrival / Cancel Ship Date/Start Ship
Used to track anticipated delivery, when shipping should start and cancellation deadlines.Backordered
Indicates items are delayed but still expected.Canceled
Indicates items will not arrive and clears the On Order quantity.Invoiced via EDI
Indicates an EDI Invoice was processed. Clears the On Order quantity.Arrival Log
Used to confirm the order has arrived and is ready to be received.
Right-Side Actions
Remove Line Item
Removes selected line(s) from the document.Edit Item
Opens the item editor for the selected line.Edit Related Item
Opens the item editor for a related item (for example, an alternate purchasing size).Replace Item
Replaces the inventory item on the line. Other line properties remain unchanged, including references to related documents.Create New Item List
Creates an Item List from the items on the document. Quantities are included if present.Split Line
Adds the same item to the document multiple times. Useful when applying different quantities or costs.Fill to Par
Updates quantities to meet the assigned Par/Re-Order point.Round Quantities
Rounds fractional quantities up or down.Remove Zero Qty Lines
Removes lines with a quantity of zero.Scheduled Price Change
Pulls selected items into a Scheduled Retail Change.Pre-allocate to Stores
Allows ordering product for other Stores. Transfers can be generated after receipt or invoicing.Related Documents
Opens documents connected to the current Purchase Order.
Bottom Actions
Print
Prints the document.Print Labels
Prints labels for items. The number of labels matches the document quantity.Commit
Finalizes the document and updates item quantities to On Order.Email History
Displays a record of emails sent from this document.RFID Tags (RFID clients only)
Adds items to the RFID Tag queue. A prompt appears at Commit. If skipped, you can add items after committing.Attached Files
Uploads scanned or PDF copies to the document record.Links
Associates a URL with the document.Export
Exports the document in available formats.This option is available only after the document is committed.
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