Purchase Order Management

16 Articles

Exatouch Inventory App

  • Note: The Exatouch Inventory App is currently available to select users for beta testing. We anticipate the full release within the first half of 2023.
Expand how you manage inventory with the Exatouch Inventory App! The app…

Create Quick Purchase Orders (PO)

Save time! Exatouch can use your inventory information to help you create purchase orders for low-stock items.

Create a Purchase Order

Create Purchase Orders (POs) by selecting items to reorder from a vendor’s list of items.

Enroll Vendors in Dynamic Reordering

Expedite product reorders by enrolling items and vendors in Dynamic Reordering. Save time on manually tracking inventory and create purchase orders before inventory runs out. When inventory items (linked to a vendor and enrolled in Dynamic Reordering)…

Dynamic Reordering

Expedite reorders by enrolling your items and vendors in Dynamic Reordering. As included items are depleted from inventory, Exatouch creates purchase orders based on each item’s Safe Qty, on the day and time you set for each…

Find Purchase Orders

To view purchase orders, you can navigate directly to the PO List, or access the PO List while you build a purchase order.

Mark a Purchase Order as Paid

Use the purchase order work area to mark Open, Open Sent, Pending (partially received), and Completed (received) purchase orders as Paid.

Schedule and Email Reports

Exatouch makes it easy to set up and run custom and standard reports in advance. Navigate to the report work area to set up your report range and type, then tap Send Excel, Send PDF, or Send Word to…

Void a Purchase Order

Void any Open, Open Sent, or Pending purchase order in Exatouch.

Email a PO to a Vendor

Email purchase orders directly to vendors for quicker reordering.

  • Tip! Contact Technical Support at 800-966-5520 – Option 3 to verify email settings are configured to support this feature.

Add Items to a Vendor Supply List

Create Purchase Orders (POs) by selecting items to reorder from a vendor’s list of available items. You can link items to vendors on the item record, or select multiple items to add to a vendor during purchase…

Link Items to Vendors

Link your items to one or more vendors, and generate Purchase Orders (PO) in Exatouch. By default, items are assigned a default vendor named No Vendor.