Add Items to a Vendor Supply List From Home, navigate to Purchasing > PO Details. Start your PO by finding a vendor: Tap the search icon () to search by vendor name or scroll through a list of available vendors. Tap to select a vendor and bring up the vendor’s […]
Mark a Purchase Order as Paid
Find and open or create a purchase order. Tap Paid to mark the purchase order as paid. Tap Yes to confirm — this change cannot be undone. Take other non-payment related actions, if needed.
Email a PO to a Vendor
Email a PO to a Vendor Create or find an existing purchase order, and tap Send to email the purchase order. Tap PO List to view the purchase order’s new status of Open Sent.
New: Bottle Calculation in the Register App
Newly Expanded: Modify All Items
More Print Options for Sticky Labels!
Define Sticky Label Widths and Font Sizes After adding and selecting a sticky label printer, select the appropriate paper width for that printer. From Home, navigate to Settings > Print Settings > Printers and select the appropriate receipt width for each printer. Optionally, adjust the Font Size for one or more Sticky Label […]
Find Purchase Orders
Create a Purchase Order
Purchase Orders: Access and Update Item Details Records
Users with appropriate access can update some item records directly while they build a purchase order, or toggle between an item’s record and a purchase order as needed. Enable Purchasing, Ability to Edit Item Details to give users access to this feature. The ability to change the Description and Cost$ fields […]
Dynamic Reordering
Enroll Vendors in Dynamic Reordering Open a vendor’s details record. Enable Auto Dynamic Reordering. Accept the default purchase order generation time (Sunday, 6:00 PM) or define a custom date and time. Save your changes, then link this vendor to each item you enroll. Enroll Items in Dynamic Reordering Navigate to the Inventory […]