The Orders section of the Builds module displays a list of created Purchase Orders, the status of the PO, an optional expected delivery date, and the vendor associated.
The Vendors section is where you can add Vendor names and addresses.
Purchase Order Review Settings
Like Procedures, you can configure review settings for your Purchase Orders.
Click the gear icon next to Builds and then click + Add Review Type under the Purchase Orders section
Add a Review Type
Optional: Add a price threshold (i.e. the minimum value for POs that must be reviewed)
Add a Label (i.e. review stage name)
Assign one or more Reviewers to each stage.
Add Review Stages and their applicable Labels and Reviewers, as needed.
TIP: A Price Threshold of 0.00 will mean that all new POs need to be reviewed.
Create a new Purchase Order
Select Vendor from drop down list - If Vendor is not present type the name of the Vendor and hit [Enter] or click the Create option. This will bring up the New Vendor modal to enter the address and save the new vendor.
Enter the Shipping name and address that the order will be shipped to.
Use the Search Parts drop down to select a part, and then click add to populate it onto the order. (Note: the part needs to be added to the Parts dictionary in order for it to be listed here)
Fill in the Quantity of each line item to order.
Set the Unit Cost for the item.
The total column will automatically calculate Quantity x Unit Cost.
Add any tags as desired.
Select an expected delivery date for the order.
Save
When a purchase order is first created it will be in the DRAFT state.
From the DRAFT you can Print or Submit the order, or Edit or Delete the order using the 3 dot menu in the top right corner you.
Once the order has been submitted, it can not be edited in this state. You have the option to Close the order, which will automatically receive the items, put the order back to a Draft state, or cancel the order.
Close the PO / Receive Items
Closing the PO will bring up a screen to Receive the Items and enter the location for any items and/or the tracking information for any tracked items.
When you have multiple copies of an item with Lot tracking, you can click the blue + button on the right to break the item into 2 or more lines to receive multiple lots.
The total of the lines must equal the total number on the Submitted PO.
For example: part3_lot has a quantity of 4 on the PO. Two different lot numbers were received for part3_lot, so this item was split into two lines of 2 for a total of 4 received.
Purchase Order Tracking
Easily trace the Purchase Order associated with the received items on the item detail page, while also accessing the unit cost information for those items within the PO.
Print Purchase Order / Save PDF
1. Click the Print button in a Purchase Order
2. Save as PDF or print a hard copy of the Purchase Order