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 order creation.
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 supply list.
- Review the list of items linked to this vendor. If you’ve only recently added this vendor, the list may be blank.
- Tap All Items to pull up a list of all items listed in your Exatouch inventory.
- Use Search to find specific items, or to reduce the list of items shown by Category and Subcategory fields.
- Tap an item or Insert All to add items to the purchase order. Items that are linked to this vendor are added to the purchase order and may prompt for quantity and price.
- If an item is not currently linked to this vendor, click Yes on the add item prompt to add this item to the vendor’s item list.
- When you’re done adding items, tap Close to return to the purchase order.
- Save the purchase order for use, or Void the order. All items added to the vendor’s item list remain linked to the vendor.
- Tip! Select PO List to see saved purchase orders. See: View Purchase Orders
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