To create and edit a purchase order navigate to:
Inventory > Processing > Purchase Order > Purchase Order
Adding a New Purchase Order
•Click +New in the bottom left corner.
•Edit the purchase order header fields.
PO Header Fields |
|
Transaction Date |
Date to apply to the receiving transaction. |
Vendor |
Selected from Vendors list |
Expected |
Date inventory is expected to arrive for receiving. |
Freight |
Amount of freight charge to apply to the purchase order. This can be per pound, per case or total freight entry. |
Warehouse |
Selected from the Warehouse list |
Terms |
Selected from the Terms list |
Delivery |
Selected from the Ship Methods list |
Editing an Existing Purchase Order
Existing purchase orders can be navigated and opened by:
•Clicking the left pointing blue arrow to go to the previous purchase order
•Clicking the right pointing blue arrow to go to the next purchase order
•Clicking the green file folders to open the purchase order search window
The order search window allows searching by customer or order number and is the fastest way to navigate open orders
Changing the status drop down (currently showing Open) will narrow the search to include only orders of the selected status
Adding Items to a Purchase Order
Adding items from the search line (dotted line to the right of the + in green circle)
•Search by any part of the item code or item description.
•Arrow key down to select the desired item.
•Tab to move to the quantity field
•Input desired quantity
•Tab to move to the unit of measure field.
•Left or right arrow key to change the unit of measure.
•Tab to move to the cost field.
•Input the desired cost.
•Check the Update Orders box if you wish existing sales orders to be updated with the current costs when the purchase order is posted.
•Enter key to commit the line item.
Adding items from the historical purchase guide (green background area below the search line)
The purchase order guide must be enabled in the Vendors File to use this feature.
•Click on an order line.
•Up or down arrow key to move to the next or previous order guide item.
•Input quantity to order.
•Tab to unit of measure or price field to change.
•Enter key or navigate to another line item to commit the order.
Receiving Items on a Purchase Order
•Navigate to the purchase order using the instructions above.
•Click Rec Po (Receive Purchase Order) button in the bottom right of the purchase order screen.
•Click into the Rec Qty (Receive Quantity) column of the item on the purchase order you are ready to receive.
•Enter the quantity received.
•Tab to the weight column (for catch weight items)
•Enter the weight received
•Arrow key up or down to navigate between line items
•Once all items have been received post the purchase order.
Receiving Items on a Purchase Order with SWAMI Barcode Scanning
This is an optional module and may not be available on your system.
•Navigate to the purchase order using the instructions above.
•Click Rec Po (Receive Purchase Order) button in the bottom right of the purchase order screen.
•Click Scan Mode button in the bottom center of the screen.
•Scan barcode of product to be received.
•Scanning window will display:
oItem ID and Description if UPC is recognized
oCode scanned if UPC is not recognized
oSerial Number if Available
oProduct Date if Available
oWeight of Catch Weight Product
oCount of Items Scanned (9 of 10 in example above)
oUnit of Measure of the Code Scanned (CS: Case in the example above)
•Continue scanning product until purchase order is completely received.
•Press Esc or click the button to end scan mode.