Sequence Number: PO | YEAR | MONTH | 3 Digit Sequence
Example: PO2412108
Creating a Purchase Order
Click the Create Purchase Order button
Supplier: Choose a Supplier
Account # is auto-populated if you add an account number to the Supplier Contact record
Deliver To: Choose which store is receiving the material
Shipping Method: This is shown to the supplier on the PO PDF so they know if they need to hold the order or ship it
Click the Create Purchase Order button again
You can now begin adding products to the PO
Note: You’ll only be able to add products that are in the Deliver To store’s catalog. If you cannot find the product you’re looking for, open the store catalog and make sure it’s added.
Unit Price is auto-populated from the Supplier Unit Cost field in the Product Catalog. You can set this cost at both a product and a variant level, or you can manually set the price from the PO.
Supplier Name - this field can be used to list a name other than the catalog name. When in use, this name will show on the Purchase Order PDF
Notes - the notes tab is where you can add notes that are shown on the Purchase Order PDF
Note: End Point vs. Deliver To
In addition to choosing a Deliver To location (which store the PO is being received into) you have the option to select an End Point for each product line. The End Point field is just a way of tracking where the final destination is. If you're bringing material into one location (Stop #1), then sending it to another store (Stop #2), End Point can help you organize inventory while it's at Stop #1.
ORDER NOW
Click the Order Now button to move the PO from a Draft to On Order.
The Deliver To store can now receive the Purchase Order when it arrives
You can also move the PO back to draft if edits are needed
To duplicate an existing PO, select it from the list view and click “Duplicate PO”
Emailing Purchase Orders:
Emails are sent to the email listed on the Supplier’s contact record
Save the PDF to your computer
Click ‘Email’
Attach the PDF that you saved
Want to print your doc? This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
