Purchase Orders

To create a purchase order:

• Click Admin
• Under the Stockroom column, click Inventory
• Select Add or Modify to set the Minimum and Maximum Quantities
• Click Admin towards the top-left
• Click on Purchase Orders and click Add
• Select a Vendor
• Select how the PO is created
• Click Process
• A list of vendors along with the parts needed displays
• Click Transmit Order to place the order
• Select the order method and click Process

To edit a purchase order:

• Click Admin
• Under the Stockroom column, click Inventory
• Click on Purchase Orders and click Select
• To add
  • Select Add New Item
  • In System Item #, type in a part number or click Search to look for the part
  • Click Process
  • A list of vendors along with the parts needed displays
  • Click Transmit Order to place the order
  • Select the order method and click Process
• To modify
• Select Modify Cost Qty
• Make appropriate changes
• Click Process
• Click Save & Exit
• To delete
• Highlight the item you want to delete
• Select Delete Item from Order
• Make appropriate changes
• Click OK
• Click Exit