How to create a Purchase Order

Steps to Create a new Purchase Order

1. Access Purchase Order Management
   • Go to the Purchase Order tab in the left-hand menu.
   • Click on Manage Purchase Order to view your Purchase.
2. Create a New Purchase Order
   • Click on New Purchase Order to add a new Purchase.
3. Select the billing info for the new Purchase Order Vendor
   • Select the Vendor from the Vender box’s Drop Down Menu.
   • Select the Store from the Billing Address’ Drop Down Menu.
   • Select the Store from the Shipping Address’ Drop Down Menu.
4. Adding Each Product to the Purchase Order
   • Adding the Product by the way of the Name or SKU:
     • Input the Product name into the Product Line.
     • Scan/Input the SKU into the UPC box.
   • Input into the cost of the Product into the cost box.
   • Input how many you order into the Order Qty box.
   • Input how many you Received Qty into the Received Qty box.
   • (Optional) add the new Sale Price to the Sale Price box.
5. (Optional) Remove a Product from the Purchase Order
   • Find the row of the Product you wish to remove from the Purchase Order.
   • On the right side of the row, Click on the Trash can button.
6. (Optional) Print the Product’s Bar Code
   • Click on the Generate Barcode button in the top right hand corner of the pop-up window.
   • Optional: Select the Type from the Type drop down menu.
   • Optional: Input the Dimension of the desired size of the Bar Code.
   • Click on the center of each Product to reveal the Bar Code’s info boxes.
     • (Optional) Input the UPC into the revealed UPC box.
     • (Optional) Change the Title into the revealed Header text box.
     • (Optional) Input any extra info into the revealed Footer text box.
   • Click on the Print box in the upper right corner to open the browser print screen.
7. Submitting the Purchase Order
   • Click on one of the “Save PO As:” buttons.
     • Clicking Draft will allow you to return to it later and edit.
     • Clicking Submitted will allow you
     • Clicking Accepted will allow you.
     • Clicking Completed will add the product to the Inventory.
   • Click the ’X’ in the upper right corner to close the pop-up.