Overview


The system allows the creation of Standalone POs for hard good items.

 





Go to Purchase Orders > Add PO.


 Select Standalone POs.


Fill in the information required and ensure the vendor is entered. Click on Save. 


 Go to the Hard Goods tab and search the needed product, fill in all required fields: Product, Quantity and Unit Cost. Click on Save.





Go to Purchase Orders > PO Summary > click on the "Search" button.


Enter the PO # needed, within the Purchase Order field and click on Search. 


 Go to the Actions column and select the Edit option.


 Click on the Hard Goods tab.


 Go to the Actions column and select Edit or Delete.


 Once finished click on Save.





When searching for a Hard Good in order to add it to the PO, the system allows searching by Case UPC, Unit UPC, SKU, description or category.



(lightbulb) Roles enabled to perform this action: Admin, Sales Manager, Procurement Manager, Procurement User.