Purchase Orders
How To: Setup Tax Estimates in Purchase Orders
Estimating tax amounts in Purchase Orders ensures accurate budgeting and cash flow planning by reflecting the true cost of goods upfront. It also helps maintain compliance and prevents surprises when invoices are received. To complete setup, follow ...
FAQs: Terms and Conditions in Emailed Purchase Orders
Q: How do I upload terms and conditions? A: Check out this article for instructions: How To: Add Terms and Conditions to Emailed Purchase Orders Q: How do I include Terms and Conditions in a Purchase Order email? A: Check the box “Include Terms and ...
How To: Upload Terms and Conditions
When emailing Purchase Orders, Terms and Conditions can be attached so you can share your rules, guidelines, and expectations. All clients types that use Purchase Orders as part of their purchasing workflow can use this function. To upload terms and ...
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, ...
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 ...
How To: Pre-Allocate quantities in a Purchase Order
Pre-allocation lets you place a single purchase order for multiple outlets when individual stores can’t order directly. You can order to a centralized store or warehouse, specify quantities for other outlets, and automatically transfer those ...
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 ...
How To: Mark POs as Arrived using the Arrival Log
The Arrival Log is a feature that tracks when Purchase Orders (POs) have physically arrived but are not yet fully received into inventory. It gives teams visibility into shipments that are ready for receiving and provides an audit trail of when, and ...