1.) On the main menu, click Purchases to be taken to your Purchasing Home. Then, click the Plus Sign near “All POs” to begin creating a new purchase order.
2.) Press the search box icon to choose from a list of all suppliers in your system*. After selection, text fields will populate with the information entered for the supplier when it was created. Fill in as much other applicable information as possible. When finished, click the button at the bottom right of the page ("GoTo next step to add products").
*If you cannot find the correct supplier in the search box, you may want to check if they have been added yet in the List Home.
*If you cannot find the correct supplier in the search box, you may want to check if they have been added yet in the List Home.
3.) On the next page, use the product search to find the item you are ordering. All items added to your product catalog can be found in the search.
A. Add Product: Click on "Add Product" Button, a pop up window will appear.
B. Product: Search for product with name from the dropdown menu and select the Product.
C. Quantity / Unit Price: Enter the required quantity and Unit Price. If the product is taxable checkmark "Taxable"
D. Add Product: To save the selected Product click on the "Add Product" button.
B. Product: Search for product with name from the dropdown menu and select the Product.
C. Quantity / Unit Price: Enter the required quantity and Unit Price. If the product is taxable checkmark "Taxable"
D. Add Product: To save the selected Product click on the "Add Product" button.
4.) After adding Products, click on "Add Other Charge" button to add other charges.
A. Add Other Charge: Click on "Add Other Charge" Button, a pop up window will appear.
B. Charge: Search for service with name from the dropdown menu and select the Service/Charge.
C. Quantity / Unit Price: Enter the required quantity and Unit Price. If the product is taxable checkmark "Taxable"
D. Add Other Charge: To save the selected Service/Charge click on the "Add Other Charge" button.
B. Charge: Search for service with name from the dropdown menu and select the Service/Charge.
C. Quantity / Unit Price: Enter the required quantity and Unit Price. If the product is taxable checkmark "Taxable"
D. Add Other Charge: To save the selected Service/Charge click on the "Add Other Charge" button.
5.) After adding the products, if the PO exceeds the approval limit for the user, the PO needs to be approved by any authorized user to go forward.
If the User is an authorized approver, then the PO screen will be show as below. Where the User can click on "Approve" button on the PO and move forward. A pop up will show, where you need to notes, if any and click on "Approve"
Only After Approval, the disabled links to create Supplier Invoice/Packing List or Inventory Receipt will be visible and shown as below screenshot.
After creating the PO, you can also print the PO using print option in the top-right corner of the screen.