How to create purchase orders

Example Purchase Order

The folowing steps describe how to create a purchase order.

1. Click the new button.

2. Click the Vendor button. Select the vendor from the displayed list.

3. Select and complete information for this purchase order.

4. Click the find vendor item button. Select the items from the displayed list.

5. Select each line item and set units ordered. A default value of 1.00 is placed in the field initially.

6. Click the save button.

7. Click Print PO button to print the PO. The following dialog is displayed.

1. To sort the purchase order select either Item Id or Item Description. If neither sort checkbox is selected, the items are listed in the order they were entered on the purchase order.

2. Select print retail price checkbox to have retail price printed on the purchase order.

Here is an example purchase order that has three line items with differing quantities ordered from vendor One. As each line item is entered, the units ordered is set. When complete, click the "Save" button. When ready to send to the vendor, the "PO Status" is set to "Issue". Note that the "Receive PO" button is now enabled.

Print Purchase Order

For Resale - Data comes from the "Store Locations" screen.

Shipping Instructions - Data comes from the dialog that appears after clicking the "Ship Methods" button on the "Store Locations" screen .