ORDER - Using Purchase Order

Notes:

• Purchase Orders without line items are automatically DELETED from the system each night with the “Nightly Maintenance” procedures.
• Supplier Purchase Order information can be preset in the Suppliers module located in the Settings area.
• Repeat Steps 11 through 16 for each additional Product to be added.

Steps to Create a Purchase Order:

1. Select the “Inventory” area in the green, left-hand side menu.
2. The above action takes you to the “Inventory” page.
3. Select the gray “Purchase Orders” button located at the top of the page.
4. The above action takes you to the “Purchase Order” page.
5. Select the green “Add PO” button.
6. The above action takes you to the “Draft” Purchase Order.
7. Select the “Supplier” dropdown menu.
8. Select the name of the desired “Supplier”.
9. The Supplier’s name is now listed on the Draft Purchase Order along with any preset information.
10. Select and type in the input boxes for “Account #”, “PO Comments”, “Office Notes”, and “Ship To”, as needed.
11. Select the green “Add Product” button.
12. Locate the Product to be ordered by the search bar or page search.
13. Select the desired Product.
14. Select the gray "Close" button to continue.
15. Select and type in the “Quantity” input box to reflect the quantity to be purchased.
16. Add line-item Comments by selecting and typing in the “Comments” input box.

Repeat Steps 11 through 16 for each additional Product to be added.

17. Select the green “Order” button when finished.
18. The above action opens a modal with a list of options for sending the Purchase Order to the Supplier.
19. Select the preferred method.
20. The above action opens the “POST SUCCESSFUL” modal.
21. Select the green continue button.
22. The above action returns you to the Purchase Order page where you will find the newly created Purchase Order in the Purchase Order List.