Create Purchase Order

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

This functionality is new as of version 4.0.

The 'Purchase Order Search' screen is the starting point for creating a New Purchase Order.

In order to have access to Create Purchase Orders:

One of the following must apply:

To Create a New Purchase Order:

  1. Navigate to the 'Purchase Order Search' screen.

  2. Click the 'New PO' button.

    1. The 'Purchase Order Details' screen will open in 'New Purchase Order' mode.

      'Purchase Order Search' screen - Create a new purchase order
      'Purchase Order Search' screen → Create a new purchase order

       

  3. Also refer to:

    1. Add Purchase Order Item

    2. Add Purchase Order Items by Minimum Quantity

    3. Add Purchase Order Items from a Picklist

    4. Add Shipping & Handling, and Taxes

    5. Add Purchase Order Items from Standard Orderable Products

    6. Create Products On-The-Fly

    7. Create Vendor On-The-Fly

    8. Delete Purchase Order

    9. Delete Purchase Order Item

    10. Edit Purchase Order

    11. Edit Vendor Product Details

    12. Expand / Collapse the Inventory Details

    13. Link Existing Product to Vendor

    14. https://vetview.atlassian.net/wiki/spaces/UG/pages/3678929054

    15. https://vetview.atlassian.net/wiki/spaces/UG/pages/3713794104

    16. https://vetview.atlassian.net/wiki/spaces/UG/pages/3678928958

    17. https://vetview.atlassian.net/wiki/spaces/UG/pages/3717103617

    18. https://vetview.atlassian.net/wiki/spaces/UG/pages/3692920833

    19. https://vetview.atlassian.net/wiki/spaces/UG/pages/3679617102