Purchasing

Create a Requisition/Request for PO

1. On the sales order change the line status to Gen PO
2. E-mail order form to person who will be contacting the supplier to place the order or follow steps for "Purchase Material - Special Order"

Purchase Material – Special Order

1. Inventory Module: File > Purchase Orders
2. Click the Auto Generate PO at the top of the screen
   • Optional Use the binoculars to filter down to just your store
3. Tag the lines you will be ordering (click on far left side of line)
4. Click the done icon
5. Auto PO Generation window pops up
   • Verify Settings (see screen shot below) 
   • Click OK – PO is now created
6. System will put you back to the Purchase Order screen tag the lines you want to print/e-mail.
7. Click the printer icon
8. Verify print settings (see screen shot below)
9. Click Print

Stock Purchase Orders

1. Inventory Module: File > Purchase Orders
2. Click the green + to create a new PO (pink background = required field)
3. Verify store code is correct
4. Change product code
5. Select supplier (must have 3- at beginning)
6. On the Priv Name field use the F8 to search for the material, do not just type it in
7. Type in the quantity you need ordered
8. Sidemark: we already know it is a stock PO – put something unique
9. Click OK
   1. To add additional lines click the +line button
10. Must enter a “taken by name” for warehouse to be able to receive the PO.

Purchase Material –Shop Supplies

1. Inventory Module: File > Purchase Orders
2. Click the green + to create a new PO (pink background = required field)
3. Verify store code is correct
4. Change product code
5. Select supplier (must have 3- at beginning)
6. On the Priv Name field use the F8 to search for the material, do not just type it in
7. Type in the quantity you need ordered
8. Sidemark: optional – put something unique not just “stock order”
9. Click OK
   1. To add additional lines to the order click the +line button
10. Once material arrives cancel the PO.
    1. If you receive the PO it puts material into your inventory.
    2. Creating the PO then cancelling allows for tracking and history.
    3. Invoices will be sent to Peter/Joy for GL coding.

Special Order PO options