Quick Reference: Creating Requests & Purchase Orders from the Inventory Items Screen
Creating requests and purchase orders from the Inventory
Items screen helps speed up the purchasing process.
You can create a request or purchase order directly from inventory items:
-
Select one or more items.
-
Right-click the selected items.
Select Create Request or Create Purchase Order.
The system opens the editor for the selected purchasing document, and it can be committed as you normally would.
Figure: Example of the right-click options to create a request or purchase order.
Related Articles
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 ...How do I create an Inventory Request?
This video will demonstrate how to create an Inventory Request Inventory Requests Inventory Requests are most commonly utilized by users that do not have permission to create Purchase Orders. However, this is not always the case and they can be used ...How To: Create an Invoice
The purchasing workflow is highly customizable, but invoices are universal and required for all clients. Invoices update an item’s calculated cost. If your team doesn’t use receipts, invoices also update on-hand quantities. Maintaining accurate ...How do I Create and Approve a Purchase Order with Purchase Order Approvals?
Purchase Orders Approvals Purchase Order Approvals are used when approval is required to place orders, i.e. purchasing amount restrictions. You can use the threshold method, which only requires one approver, or you can create Hierarchical Approvals ...How To: Cancel a Purchasing Order
If a vendor cannot fulfill a purchase order, canceling the order removes the associated on-order quantities and keeps inventory accurate. You must have permission to: View and edit purchase orders Edit the Canceled field (including Edit after commit, ...
Popular Articles
How To: Find Your Yellow Dog Inventory Version
Understanding which version of Yellow Dog Inventory you're using is essential when exploring new features, as some enhancements and functionalities are specific to certain versions. All client types can benefit from knowing their Yellow Dog Inventory ...Feature Overview: Par & Re-Order Points
Par levels and reorder points help streamline purchasing in Yellow Dog. Par level is the ideal quantity to keep on hand. Reorder point is the minimum quantity that triggers reordering. You can update par and reorder points in the following locations: ...Tips & Tricks: How do I download and install drivers for my Zebra Printer?
**As a note: Admin rights will be required to complete this task. If you do not have admin rights on your PC, please contact your IT for assistance** ZD410 Desktop Printer Support Site 1. Navigate to Drivers: 2. Select Zdesigner V. 5 Driver for ...How To: Swap the On-Hand/Parent Size (Edit Base Unit)
When managing items with multiple sizes, it’s essential to configure them correctly. The on-hand/parent size should always represent the base unit or smallest measurement, while additional sizes should be created for purchasing or counting sizes. If ...FAQs: What are Bins?
Question: What are Bins? Answer: Bins are optional location identifiers that specify exactly where an item is stored. You don’t need to create bins in advance. You can assign them: In the Stores tab of the item editor Through a Balto import Bins ...