How to Create a PO

Important: Before users can create a Purchase Order, inventory must be documented in the Parts, Warehouses, and Vendors modules.

To create a  PO:

1. Click on the module toolbar to enter Add Mode. The system opens a new PO record and automatically generates the PO Number.
2. Enter the date in the Date field. 
3. Select a Vendor ID from the pick list. This list comes from the Vendors module.
4. Click to save the record.

   Note: You must save each PO before entering parts or documenting shipments.

5. Right-click in the Items tab grid and select Add Record to document the parts on order.

   Note: If the vendor listed (on the first tab) is "restricted," only parts associated with that particular vendor are listed in the Items tab.

6. Once a shipment is received (partial or full), right-click on the part in the Items tab grid and mark the order as "complete w/ default location" or "partial," etc.
7. Use the PO Receipts tab to update purchase orders once they are logged via the Items tab. From here, you can populate the storage location or quantity received.

   Note: Once a PO is complete (i.e., the full order has been received), users cannot edit the details.