How-To Manage Purchase Orders

Owned by Rick Eggleston (Unlicensed)
Last updated: Oct 20, 2023
2 min read

This functionality is new as of version 4.1.

The 'Purchase Order Search' screen is the starting point for creating and editing Purchase Orders.

Basic Purchase Order Workflow Outline with How-To pages:

This is an outline of the a general workflow for Purchase Orders, using the ‘How-To’ wiki pages found in this section.

  1. Search for Purchase Orders:

    1. Search for Purchase Orders

    2. Open a Purchase Order

    3. Open a Purchase Order Stocking

    4. View the Purchase Order Totals

    5. View Pending Inventory Transfers & Purchase Orders

    6. View the Purchase Order History

    7. View the Purchase Order Log

  2. Start a Purchase Order:

    1. Start a Purchase Order

    2. Create a Purchase Order On-The-Fly from a Delivery

    3. Expand / Collapse the Inventory Details

    4. Add Purchase Order Items:

      1. Add Purchase Order Items

        1. Create a Vendor On-The-Fly

        2. Link Existing Products to a Vendor

        3. Create Products On-The-Fly

      2. Add Purchase Order Items from Barcodes

      3. Add Purchase Order Items from a Picklist

        1. Create a Private Picklist On-The-Fly

        2. Print the Picklist report

      4. Add Purchase Order Items that are Below Minimum Quantity

    5. Add Shipping & Handling, and Taxes

    6. Add Purchase Order Comments & Alerts

      1. Configure Alert Types

    7. Save the Purchase Order

    8. Cancel the Remaining Unreceived Purchase Order Items

    9. Delete a Purchase Order

    10. Delete a Purchase Order Item

    11. Go To Product Setup from a Purchase Order Item

    12. Print the 'Purchase Order' report

  3. Create Purchase Orders using the ‘Product Reorder’ screen:

    1. Refer to Create Purchase Orders using the Product Reorder screen.

  4. Send a Purchase Order:

    1. Add Purchase Order Comments & Alerts

      1. Configure Alert Types

    2. Send a Purchase Order

  5. Receive a Delivery:

    1. Receive a Delivery

    2. Receive a Delivery and Create the Purchase Order On-The-Fly

    3. Expand / Collapse the Delivery Details

    4. Add Purchase Order Items to the Delivery

      1. Add all Purchase Order Items to the Delivery

      2. Add Delivery Items from Barcodes

      3. Add Delivery Item not on the Purchase Order

    5. Upload a Packing Slip

    6. Delete the Delivery

    7. Delete Delivery Items

    8. Save the Delivery

    9. Mark the Delivery Complete

    10. Print the 'Delivery' report

    11. Start an Inventory Stocking from the Delivery:

      1. Start an Inventory Stocking

      2. Auto-Stock the Delivery

      3. Add the Delivery to the Stocking List

  6. Start an Inventory Stocking for a Delivery:

    1. Start an Inventory Stocking

      1. Add a Delivery to the Stocking List

      2. Auto-Stock a Delivery

    2. Expand / Collapse the Inventory Details

    3. Split an Inventory Item

    4. Split a Stocking Item

    5. Add Inventory while Stocking

    6. Edit the Minimum Quantity for a Stocking Item

    7. Add Inventory Adjustments

    8. Save the Inventory Stocking

    9. Complete the Inventory Stocking

    10. Open the Purchase Order

    11. Go to Product Setup from a Stocking Item

    12. View Pending Transfer Requests and Purchase Orders

    13. View the Transaction Log

    14. Print the 'Inventory Stocking' report

    15. Print the 'Inventory Stocking List' report

‘About’ Topics:

Also refer to the ‘About’ wiki pages for more information about related topics.

How-To Configure Inventory Settings:

Also refer to the ‘How-To Configure Inventory Settings’ section for related configuration options.

Purchase Order How-To wiki pages (in alphabetical order):

Following is the list of all Purchase Order ‘How-To’ topics in alphabetical order: