Creating a New Purchase Order

Once you have developed a vendor list, you can begin creating Purchase Orders for products the vendor supplies.

To create a Purchase Order, click the Vendor tab

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locate the vendor for whom you want to create the Purchase Order

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then click new from the vendor’s page.

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1. Select from the Warehouse drop-down menu the warehouse from which the product(s) being ordered will be tied.

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To add an inventory item to the Purchase Order, click New Item

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The Pick Inventory List dialog below displays

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You may view the inventory data in List View, as shown above. To view inventory items by category, select from the Display Category drop-down menu the inventory category from which you want to view. Click the item(s) you wish to add. The item(s) become highlighted in the dialog.

Or, if you already know the Product ID of the item you wish to add, click Go To Quick Add View, enter the Product ID number in the ProductID data field, and click Add (or the + button). The item becomes highlighted in the dialog. Repeat as needed for any other item(s) you wish to add this way.

From either the List View or the Quick Add View, click Add to Order to add the inventory item(s) to the Purchase Order.

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Repeat steps 1-4 until all desired inventory items are added to the Purchase Order.

Click Save Order to finish creating the Purchase Order

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Click Post to post the Purchase Order for approval

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