Create a Purchase Order - Prior Releases

Tip! Before an item can be ordered, that item needs to be linked to a vendor who supplies it. If your item has not yet been linked to a vendor, see: Link Items to Vendors

Purchase orders are created in the Purchasing module from the PO Details screen.

From Home, tap Purchasing.
Choose PO Details.
Tap to find a vendor.
Select a vendor.
View the vendor supply list.
Tap one or more items to reorder.
- Press All items to add an item to the vendor supply list. See: Add Items to Vendor Supply List
- Select Need to order to identify and add items which are low in stock. See: Quick PO for Low-Stock Items
- Press Add new item to add a new item record. See: Add an Item
You will be prompted to add quantity and cost for each item selected for reorder. Add item quantity and press OK. By default, the previous order quantity is displayed.
Add item cost and press OK. By default, the previous order cost is displayed.
In Expected Date, enter the date you expect the order to arrive. Use the calendar widget to select a date.
Enter tax amount in the Sales Tax field.
Tap Save.

Save time by automatically creating a purchase order for low stock items!

Tip! Be sure to set a low-level quantity threshold for items so you can quickly reorder them once they are low in stock. See: Set Low Level Quantity for an Item

Follow these steps to automatically create a PO for low-quantity items:

From Home, tap Purchasing.
Choose PO Details.
Tap to find a vendor.
Select a vendor.
Select Reorder Low Level.
PO will automatically populate with vendor supply items which have reached a low-level.
Review the purchase order, and tap Save.