Add Purchase Order Items from a Picklist

This functionality is new as of version 4.0.

Purchase Order Items can be added via the Purchase Order Picklist.

Private Picklists are created using the 'Purchase Order Details' screen when the Purchase Order Status is 'New'
- Refer to Create Private Picklist On-The-Fly

As of VetView 4.0, Private Picklists can not be edited, inactivated, or deleted. This functionality will be provided in a subsequent version.

Public Picklists are created, and modified, using the 'Product Setup' screen → 'Billing / Inventory Picklist Setup' tab.
- Refer to Create Public Picklist

In order to be available for Purchase Orders, the Public Picklists must be of Type 'Inventory Pick List'.
Only Picklists, and Picklist Items, that contain Vendor Products, will appear on the 'Purchase Order Picklist' dialog.

To Add Purchase Order Items from a Picklist:

Navigate to the 'Purchase Order Search' screen.
1. Create, or locate, a 'New' Purchase Order.
2. Click on the ‘Picklist’ button.
  1. The ‘Picklist’ dialog will open.
On the ‘Picklist’ dialog, select a private, or public, picklist from the 'Picklist' drop-down list.
1. Only Products that are associated to the Vendor on the Purchase Order will appear.
2. Enter the desired quantity in the 'Order' column (expressed in Order Units).
3. Click the 'Post' button.