Creating a Purchase Order

Creating a Purchase Order

Supplier Purchase Orders can be created by three different methods; 
  1. direct entry from Purchase Order screen
  2. from a Work Order where at least one line item is set to source from purchase
  3. through Inventory Replenishment
These are the steps to create a purchase order for the first method above; 
  1. Go to Purchasing -> Purchase Order
  2. Click Create Purchase Order
  3. Select Supplier 
  4. Add Products, update Quantity and Price, if necessary
  5. Distribute/Email PO to Supplier 
Interactive Demo:  Create a Purchase Order

PO Line Items

  1. The pending under the quantity is the what has not been received.  In the above line items, line 1 has had a receipt of 5. 
  2. The default unit price comes from the product base purchase price, and is editable.
  3. The sales price and Est. Margin come from the base sales price.  For work order POs, this will come from the work order line item sales price. 
  4. The hamburger menu  will allow you to add notes to each product that will display on purchase order to the supplier  

Other PO Functionality
  1. Payment Terms are defaulted to the Supplier's payment terms.  
  2. An activity log, in the top menu bar, is managed for all actions performed on the PO; create, email, receipt, manual notes.  
  3. A PO Comment/Note can be added to be displayed on printed/emailed PO to the supplier 
  4. The PDF PO can be viewed, emailed, and downloaded from the top menu bar.
  5. PO will close automatically after all lines have been received.

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