Batch Purchasing

The Batch Purchasing page provides the ability to search for existing product types. You can learn more about Blue Kollar search pages by visiting the KB article for Search Pages.

Search Criteria

1. This select list will allow you to search batch purchasing by Customer name.
2. This input will allow you to type in an Order number you would like to search batch purchasing by.
3. This input will allow you to type in a Job number you would like to search batch purchasing by.
4. This list will allow you to search batch purchasing by Vendor name.
5. This input will allow you to search by Customer Order #.
6. This input will allow you to search by Purchase Order #.
7. This input will allow you to search by Component name.

1. A list will automatically be displayed. Users may also enter in search criteria if necessary to narrow search results.

2. The action menu item Mark as Ordered allows users to simply click and order the components needed for a job. This item will not be shown again once this button is marked as ordered.

3. There is an option to check individual items or check all items to create purchase orders for those items checked.

• When creating a Purchase Order. everything outline in yellow is required before saving.

4. Clicking on the Item name will take users to the Job Components page. Users can edit/add any details from here.

5. Clicking on the Customer name will direct users to the Customer Details page where you can edit/add information.

6. Clicking on the Job # will go straight to the Job page. Users can view and edit all details.