Purchase Orders: Select Items to Order, Create a Purchase Order, Receive Inventory

Purchase Orders: Select Items to Order, Create a Purchase Order, Receive Inventory

There are, essentially, three steps to the PO system: Select Parts, Create PO, and Manage PO. These are listed as individual pages in the Purchase Order menu.

 Click on the Inventory Tab - Order Inventory - Select Parts to Order

Select Parts is used to tell the system what parts you need to order. There are several filters available to help you narrow down your search results. Once you can see what you want to order, click the check box next to the part(s) then click Send to Cart. Keep doing so until you ready to finalize a purchase order.



Orchid POS allows you to select items from multiple vendors during this step. You can select three items from VendorABC and five from VendorXYZ then click Send to Cart with no issues. The system will sort them out in the next step.

 

Create Quick PO is where you select which vendor you are creating the order for. Once you have chosen the vendor from the dropdown menu and click GO, you will see all items that you have said need to be ordered from this vendor are waiting in its cart. This cart system is meant to keep having items added over a period of time until you are ready to finalize and place your order. You can leave notes, view a running order total, and even set an overall discount (say you get 10% off if you order $1500 or more).



Once you are completely done and ready to send an order in its entirety, you click the Create PO button. Finalize any required fields (account number, payment method) and save at the bottom. You can email the purchase order as you send it.

 

When the items come in you go to Manage Purchase Order page. Here you can receive the full purchase order using the Receive arrow icon on the right or click the PO number to view its details and receive some items but not all. If any items are set to Serial Number Control Enforced, the software will prompt you to enter the serial numbers as these items are received then will prompt to print labels for all items.


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