Purchase Orders Module – How to Close Shipments
Select the “Purchase Order” module. Select the “Complete” filter to view all items that have been scheduled to ship. Find the PO that you are going to close. Press the down-arrow under the “Actions” column for that PO. Then select “Set Status.” Select “Shipped.” This will close out and automatically archive this shipment.
Purchase Orders Module – How to Ship Sales Orders
Select the “Purchase Order” module. Find PO by PO#, customer, product(s), or customer PO#. Select the drop-down arrow and then select “Set Status.” Select “Prepare Shipment (Complete).” Select “Add.” NOTE: All progress can be saved and continued later. Take a moment and locate the “Save” button at the bottom of the screen. Select “+ Add […]
Purchase Orders Module – How to Archive Purchase Orders
Overview: This task is for canceled POs that need to be Archived. Select the “Purchase Orders” module. Select the “Complete” filter. Search and sort for your PO by PO#, Customer, Product(s), or Customer PO#. Click the dropdown arrow and select “Archive.”
Purchase Orders Module – How to Update Purchase Orders
Select the “Purchase Order” module. Search and sort for your PO. Click the drop-down arrow and select “Set Status.” Select the new PO status. Draft – Customer Request Formulating – Making the right formula Ready to Order – Ordering Constituents Ordered – All constituents in stock or ordered Ready to Produce – Ready to be […]
Purchase Orders Module – How to Edit a Purchase Order
Select the “Purchase Order” module. Search and sort for your PO. Click the drop-down arrow and select “Edit.” Make the necessary changes to the customer, formula(s), or notes sections. To finish, select “Save” at the bottom of the page.
Purchase Orders Module – How to Create Purchase Orders
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 […]