How do I create a Purchase Order?
This video will demonstrate how to create a Purchase Order
Purchase Orders
Purchase Orders are used when placing orders for stock that you need from a particular vendor. You might send this directly to your vendor or to your purchasing department.
If creating a Purchase Order based on an Inventory Request that was generated,
- Go to the Inventory Requests screen.
- Highlight the committed Request and click Convert to Purchase Order.
- Note: You can also use the Ctrl+click function to highlight multiple requests to turn them into a single PO. Each vendor will have its own PO, regardless of Request contents.
- Adjust any quantities as needed or add additional items.
- Click Commit Purchase Order when finished.
If you want to create a new Purchase Order that is not based on an existing Request:
- Navigate to Purchase Orders, click Create New Purchase Order and follow the on-screen instructions.
- Add information to the top section of the Purchase Order.
- You will notice that you can add a Start Ship Date, Cancel Ship Date and Expected Arrival Date. This will come in handy if you need to receive items by a certain day and cancel the order if not shipped by the date marked as Cancel Ship Date.
- When finished, click Commit Purchase Order to finish or Save and Close to leave the Purchase Order uncommitted for additional edits.
The menu on the right side of the Purchase Order editor allows you to perform a variety of customizations. Most of the buttons are the same as in requests.
- Pre-Allocate to Stores – If the item is available in more than one store, you can use this to pre-allocate quantities to be automatically transferred into chosen stores when received into the system.
- Round Quantities – If using Par/Reorder point to populate your Purchase Order, this button will help round any quantities that do not fall in line with an ordering amount. There are a variety of rounding options available.
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