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. Print Purchase Order report

    15. Save Purchase Order

    16. Send Purchase Order

    17. Split Inventory Item (Purchase Order)

    18. View Pending Transfer Requests & Purchase Orders for Purchase Order Item

    19. View Purchase Order History for Purchase Order Item