CREATE - Purchase Order

Notes:

• Purchase Orders without line items are automatically deleted from the system each night during the “Nightly Maintenance” procedures.
• Supplier Purchase Order information can be preset in the Suppliers module located in the Settings area.

Process to Create a Draft Purchase Order:

1. Select the “Inventory” area in the green, left-hand side menu.
2. This opens the “Inventory” page.
3. Select the gray “Purchase Order” button at the top of the page.
4. This opens the “Purchase Order” page.
5. Select the green “Add PO” button.
6. This opens a “Draft” Purchase Order.
7. Select the “Supplier” dropdown menu.
8. Select the desired “Supplier” name.
9. The Supplier’s name and any preset information now appear on the Draft Purchase Order.
10. Enter details in the input boxes for “Account #,” “PO Comments,” “Office Notes,” and “Ship To,” as needed.
11. Select the blue “Add Product” button.
12. This opens the “SELECT PRODUCT” modal.
13. Locate the Product to be ordered using the search bar or page search.
14. Select the desired Product.
15. This returns you to the Draft Purchase Order and adds the selected Product.
16. Enter the quantity to be purchased in the “Quantity” input box.
17. Add line-item Comments by typing in the “Comments” input box.

Repeat Steps 11 through 17 for each additional Product.

18. Select the green “Order” button when finished.
19. A modal opens with options to send the Purchase Order to the Supplier.
20. Select the preferred sending method.
21. The “POST SUCCESSFUL” modal appears.
22. Select the green continue button.
23. You return to the Purchase Order page where the newly created Purchase Order appears in the Purchase Order List.