How to Create a PO

Important: Before you can create a purchase order you must have inventory documented in the Parts, Warehouses, and Vendors modules.

To create a  PO, complete the following steps:

1. Click on the module toolbar to enter Add Mode.
2. Enter the date in the Date field. 

   Note: The PO Number is auto-generated.

3. Select a Vendor ID from the pick list.

   Note: This list comes from the Vendors module.

4. Click to save the record.

   Note: You must save each PO prior to 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 (via the Vendors module) will be available 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), you will be unable to edit the details.