Purchase Orders

This page automatically displays all Pending and In Progress status PO's.

• To Show Removed Purchase Orders, slide the slider to the right.
• Sort search results by PO #, Vendor, Status, Description, Order Date, Request Date, Expiration Date or Active (if they have data).
• Export the data to excel by clicking Export in the top right corner of the results.

The search results have action menus next to each PO #:

• View In New Tab- this allows users to open item in new tab.
• Remove- users can remove any purchase order necessary.
• History- the data history of each purchase order is available to view.
• Receive- get to the PO Receiving page if you have details set up.
• Mark As Paid- changes the status to Paid.
• Mark as Closed- changes the status to Closed.
• Print Order- this takes users directly to the Purchase Order Summary Report.
• PO Receiving Report- this takes users directly to the PO Receiving Report.

By clicking on the bolded PO # in the search results, users will be taken to the Purchase Order and Details page to edit/add information.

Purchase Order:

The widget on the left hand side shows the PO #, # of details completed, the total cost and Purchase Order Summary Report by clicking the icon next to the PO #.

The action menu on the top right side next to Save and Cancel allows you to view the History and Copy Purchase Order.

Details:

Save and Add Details buttons can be found in the top right hand corner.

In the action menu next to them is Receive. 

There are a few things to know when adding details:

• If the Stock box is unchecked, users type in the item description and choose a UOM.
  • The Unit Cost action allows you to update the Stock Cost if needed.
• If the Stock box is checked, users have options in the drop down and have the item to enter in.
• Colors on PO Details-
  • If the detail is Pending/In Progress, the bar on the left is gray.
  • If the detail is Received/Paid/Closed, the bar on the left is green.
  • If the detail is Canceled (not all inventory have been received), the bar on the left is red.

After adding details, pressing the Receive button takes users to PO Receiving where they can enter in quantities of inventory being received.

Go to the PO Receiving Knowledge Base article for the next steps of this process

Adding Packages to PO Details:

1. To create packages for an item, click the action menu in the top left corner of the Item Detail on the Details page and select Add Packages.

2.  Input the Number of Packages and/or the Quantity along with a Package Label (Optional).

There are a few things to know when adding packages:

• If a value has only been inserted into Number of Packages, the total item quantity will be divided evenly between the created packages.
• If a value has only been inserted into Quantity, the number of packages will be determined based on the total item quantity divided by the specified package quantity.
• If a Package Label is not specified, it will inherit from the Item Details package label or the PO's reference #.

New Purchase Order:

1. To create a New Purchase Order, fill out everything outlined in yellow that is required and any additional information you would like to add. Mark if it is Active or not at the bottom. Click Save.

2. Users will then be directed to the Purchase Order Details page where they can edit/add any information.

Copying a Purchase Order:

There are two ways to copy a Purchase Order-

1. The first way is to click the action menu on the Purchase Order search screen. Then click the Copy Purchase Order button (pictured below).

The other way is to click the Action Menu within the Purchase Order. Then click the Copy Purchase Order button (pictured below).