Add Purchase Order Item

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

This functionality is new as of version 4.0.

After the New Purchase Order is saved, Products (Purchase Order Items) can be added.

In order to have access to Add a Purchase Order Item:

One of the following must apply:

To Add a Purchase Order Item:

'Purchase Order Details' screen - 'New' mode
'Purchase Order Details' screen → 'New' mode

  1. Add a Product.

    1. Enter the Product Line and Sequence Number.

      1. If the Vendor has just one offering, it will be selected.

      2. If the Vendor has multiple offerings, they will be listed in a drop-down list from which to choose the desired Vendor Product.

      3. The Product can also be located by:

        1. Entering the Product Line - the 'Product' drop-down list will display the Vendor Products from that specific Product Line.

        2. Entering the Sequence Number - the 'Product' drop-down list will display the Vendor Products with that specific Sequence Number.

        3. Entering the VetView Product Code, VetView Product Name, Vendor Product Code, Vendor Product Name, Synonym, or Alternate ID in the 'Product' field.

          'Purchase Order Details' screen - 'Product List' section - 'Product' field
          ‘Purchase Order Details' screen → 'Product List' section → 'Product’ field

  2. Select a Product Offering.

    1. Select the 'Vendor Product' offering.

  3. Enter the ‘Ordered Quantity’.

    1. Enter the desired quantity in the 'Ordered Qty' field.  This should be expressed in the Vendor's Order Units.

    2. The 'Sales Qty' field will display the quantity ordered in Sales Units.

      1. The conversion from Order Unit to Sales Unit is based on the Vendor's S:St and St:O ratios for their Product offering.

      2. Refer to Edit Vendor Product Details for details on how to view and edit the S:St and St:O ratios for the Vendor Products.

  4. Enter the ‘Unit Cost’.

    1. The 'Unit Cost' will be automatically populated.

      1. The 'Unit Cost' is based on the Unit Cost per Order Unit for the Vendor Product.

      2. Refer to Edit Vendor Product Details for details on how to view and edit the Unit Cost for the Vendor Products.

      3. If the Unit Cost is incorrect, it can be edited.

        1. When the Purchase Order is saved, the Vendor Product Unit Cost will be updated with the new value.

    2. The ‘Total Cost’ will be calculated automatically by multiplying the ‘Unit Cost’ by the ‘Ordered Qty’.

  5. Add ‘Comments’.

    1. Comments pertaining to the Purchase Order Item can be entered at any time.

      1. These Comments are only displayed on the 'Purchase Order Details' screen.

  6. Save the Purchase Order.

    1. While adding Purchase Order Items, the Purchase Order can be saved by clicking the 'Save' button at the top of the 'Purchase Order Details' section.

      1. The Purchase Order Status will remain 'New'.

      2. Refer to About Purchase Order Status.

    2. Once saved, the 'Purchase Order Details' screen can be closed and reopened at a later time.

    3. To complete the purchase order process, the 'Send E-PO/Mark as Sent' button must be clicked.

      1. Refer to Send Purchase Order.