- Select the “Purchase Orders” module.
- Select “New Purchase Order.”
- Add Customer.
- Find the customer you’re looking for.
- Select a customer.
- Select “Add.”
- Enter Customer PO#.
- Enter the date the PO was ordered.
- Enter the delivery by date.
- Select “Next.”
- Select the “Formula” bar.
- Find your formula.
- Select the formula.
- Select “Add.”
- Enter quantity per container as dictated by the formula.
- Enter quantity and unit of measure.
- Click the radio button(s) that best reflects this PO.
- Select “Add Formula”
NOTE: Repeat steps 11-18 to add more formulas.
- Select “Next.”
- Add any shipping notes if necessary.
- Add special notes if necessary.
- Finish your progress on the Purchase Order by selecting “Save.”