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The Purchase Order screen has three parts: The PO Search, the PO List, and the product list associated with a PO. You can create new POs or edit existing ones from this list. Purchase Order SearchThis section allows you to search for any existing Purchase Orders.
Purchase Order Statuses
Purchase Order ListThe PO list contains all the POs that match your selected search criteria. You can sort all the columns on this list. In the example below, the POs have been sorted by date.
View POSelect a row and choose View PO to open the Purchase Order Details screen. Or click directly on the Internal #, Requisition #, or E-PO# to go to the Purchase Order Details screen for that PO.
New POClicking on the New PO button will load a blank Purchase Order Details screen.
You can start filling this out, then click on the Save button to create the PO in the system. This PO will save in New status until you indicate that it has been sent.
Add New VendorIf this PO is for a vendor that is not in your system, you can click on the green plus sign next to the Vendor field to add a new vendor on the fly.
Purchase Order DetailsWhen a PO in New status has all the required details needed to be submitted, this screen will change on Save to show the Product List.
Add Vender's Known Products to PO Product ListThe Product column has a search field and drop down menu that contains only the vendor's previously linked products. You can select a product directly from this list to reorder it.
Link Existing product to VendorIf the product exists in your system but is not yet associated with the vendor, you can link it to the vendor from this screen. Click on the green plus sign next to the product search field to open the Add/Link Product to Vendor dialog box. Choose Link Existing Product to Vendor and search for the Product. Fill out any of the details in Vendor Product Info.
Add New Product to VetView via PO ScreenIf this is a brand new product that will need to be created in your system, you can use the Add/Link Product to Vendor form to Add New Product and create the product from scratch.
Print Purchase OrderWhen you have finished adding all the details, you can print a copy of the Purchase Order for records retention.
Purchase Order Tab (List of products)Start New RecievingFor POs in Sent or Incomplete status, you can view the list of products requested in the PO, and modify the PO based on the actual status of the items.
Start New ReceivingThis option will create a new Delivery tab.
Cancel RemainingUnrecieved ItemsUnreceived ItemsIf the remaining items on an Incomplete PO cannot be delivered, you may cancel them and leave the delivered items on the PO as they are.
You will be asked to confirm this step. Expand/Collapse Inventory DetailsThis option is available for users who may be on smaller or larger screens. The button acts as a toggle. Smaller screens can collapse the inventory details to see fewer columns.
Larger screens can expand the details to see additional columns.
Delivery Tab(s)Each time Start New Receiving is clicked, a new Delivery tab for that date will appear. You can add as many deliveries as it takes to receive the entire Purchase Order.
Each Delivery Tab has a place to enter the date, the Received By, and the items that were delivered.
Print Stocking ReportThis report shows where each item in the PO delivery was ultimately stocked either manually or via Auto Stock.
Upload Packing SlipExpand/Collapse Inventory DetailsUse this option to attach the vender's packing slip to the PO as part of the delivery. This can be any image or PDF file. The packing slip can then be downloaded by clicking on its name.
Purchase Order Log (History)This tab displays a running log of changes made against the Purchase Order since it was created.
Add to LogThis button allows you to add a note manually to the log. You can also add a PO Alert on this tab. PO Alerts are created on the Alert Type Setup Tab.
The Purchase Order Alert becomes a searchable flag on the PO Search Screen.
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