Purchase Order Module – Overview

1. Select the “Purchase Orders” module.  

2. Select “New Purchase Order” to add new inventory items. 

3. Tabs:
A. Current – All POs in progress.
B. Complete – All POs that are ready or scheduled to ship.

4. Enhance:
A. Select “” to enhance PO details.
1. SKU 
2. Product Name
3. Batch Summary
B. Select “” to minimize.
5. Sort and search for POs by:
A. PO#
B. Date Created
C. Customer
D. Production(s)
E. Customer PO#

6. Status filter – Allows POs to be filtered by status: 
A. Current
B. Draft
C. Pre-Production
D. Production Cycle

7. Status Column: 
A. “” means all constituents are in stock or ordered
B. “” means not all constituents are in stock or ordered
8. Drop-down menu: 
A. Edit: Update details about the PO
B. Set Status: is changing status when an update occurs
C. Archiving: moves the PO to statements for traceability
D. View Audit Log: displays all user edits for the PO

9. Shipping Calendar – View of all scheduled shipments.
Categories
Tags
API Archive Batch Customer Portal Dashboard database data structure downtime analysis EC2 ERP Files Filters Formulas Help Interoperability Dashboard inventory Jenkins locations Lot Master Manufacturing Record migrations MMR MMRs MRP OmniBlocks® par level POs proceed production purchase orders qr code R&D Recall tracing Recipe release notes reports Sales Order Shipments shipping Shipping and Receiving SKU Statements Statements search TruInsights® Users
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