Purchase Orders
Purchase Orders: Adding Terms and Conditions
When emailing Purchase Orders, Terms and Conditions can be attached so you can share your rules, guidelines, and expectations. How to Upload Terms and Conditions 1. Open a committed Purchase Order and select Print. 2. Click Email to Vendor. 3. Select ...
How do I cancel a Purchase Order?
Issue: I have ordered items through a Purchase Order, but now will not be receiving them. Is there a way to cancel this Purchase Order? Resolution: Yes! Use the Canceled feature within your Purchase Order to indicate that it has been cancelled and ...
Troubleshooting: Why Are My PO Approval Emails Missing Information?
If you are receiving PO Approvals in your email that appear to be missing information, the cause is likely that you have items included in the PO that do not have dimension 1 set in your database. Here is an example of a PO Approval Email that is ...
How do I use the Email PO to Vendor Function?
This video will demonstrate using the Email PO to Vendor Function Confirm the Vendor Contact has an email address attached: 1. Navigate to Common Setup and select Vendors and Manufacturers. 2. Highlight the vendor in question and double click to open ...
Can I Pre-Allocate quantities to different stores on a Purchase Order?
Yes! Pre-Allocation is a process that helps determine how ordered product should be allotted to other stores. This feature benefits clients that face the distribution challenge and aids in the necessary document creation for proper product receipt ...
Tips & Tricks: Can I create a PO from the Inventory Items Screen?
Tip: By highlighting multiple items at once from the Inventory Items screen, and right clicking on the selected section, you can perform a wide variety of updates to a group items. Trick: 1. Select multiple items by the same vendor by holding down ...
How do I set up PO Approval Ranks & Approvers?
Purchase Order Approvals are used when approval is required to place orders, i.e. purchasing amount restrictions. You can set different PO amounts to different “Ranks”, allowing certain employees to order different amounts or approve up to certain ...
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 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 ...