How do I create a Purchase Order?

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.

    • Related Articles

    • How do I create a Purchase Order Worksheet?

      This video will demonstrate how to create a Purchase Order Worksheet Purchase Order Worksheet The Purchase Order worksheet assists in generating POs for multiple stores within a single screen.  From the Purchase Order Worksheet list, use the Add ...

    • How do I create a Purchase Order Worksheet?

      Purchase Order Worksheets are a tool that assist in generating POs for multiple stores on a single screen. To create a new Purchase Order Worksheet, select the button “Add”: In the pop up that appears, select the vendor your purchase orders will be ...

    • How do I create an Invoice?

      This video will demonstrate how to create an Invoice Invoice Records Invoices are usually received after or accompanying your products’ delivery. Invoices will contain your freight, handling, discounts, etc.   Convert a Receipt or Purchase Order into ...

    • 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 ...

    • Reporting Explained: Purchase Order Summary

      Business Need: This report will provide an overview of all purchase orders for an organization summarized by document. How it Works: Users will filter to a specific date range and have the option to include or exclude certain Status’ as needed. The ...