The List all Purchase Orders page lists all the POs created in the past, lets you create new POs, and view, create and delete existing POs.
The following information is displayed for the Area*, Store, Supplier, Status and PO # selected using the filters at the top of the page:
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PO #: The reference number automatically assigned to the PO when it was created.
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Supplier: The name of the supplier for whom the PO was created.
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Store: The store that the products were ordered for.
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Order Date: The date of the order on the PO.
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Delivery Date: The date on which the order was/is expected to be delivered.
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Order Group: The name of the order group used when creating the PO (All Products indicates that no order group was selected).
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Status: Open indicates that the order has not been received as yet (an invoice hasn't been created) , while Closed indicates that an invoice has been created for the PO.
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Open the List all Purchase Orders page.
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Use the filters at the top of the page to find the PO you want to view, if required.
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Click on the PO # of the PO that you want to view.
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Click on the View PO Details button in the Update Purchase Order window.
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Only POs with the Status as Open (no invoice linked to it) can be edited.
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While you can edit a PO that's already been sent to a supplier, we recommend that you do not (especially if it's been sent electronically to an integrated supplier) as that could cause confusion and result in errors in the delivered order. Contact your supplier directly to discuss any changes to a PO that's already been sent.
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Open the List all Purchase Orders page.
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Use the filters at the top of the page to find the PO you want to edit, if required.
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Click on the PO # of the PO that you want to edit.
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In the Update Purchase Order window:
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Select the order in which you'd like the items to be displayed in Product Sequencing.
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Click on the Entry - Order Worksheet, Show All Categories/Sub-Cats button or the name of the category/sub-category that you want to edit.
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In the Purchase Order Worksheet* or PO Product List* window:
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Use the search bar* to add items not set for regular orders if required.
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Check the order Quantity for the items and change them as required.
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Click on the Update PO button.
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Click on the OK button in the confirmation pop-up box.
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Click on the Update button to save changes or the Return to List button to close the page.
The Turn PO into Invoice button is meant to convert the PO into an invoice once the order is received. Click here to learn how.
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Only POs with the Status as Open (no invoice linked to it) can be deleted.
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Open the List all Purchase Orders page.
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Use the filters at the top of the page to find the PO you want to delete, if required.
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Click on the PO # of the PO that you want to delete.
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In the Update Purchase Order window:
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Click on the Delete button.
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Click on the OK button in the confirmation request pop-up box.
Associated Settings
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Supplier Product controls each package size of inventory items as supplied by the vendor.
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Supplier Product Bulk Update provides an easy method to quickly update the availability and pricing of multiple supplier products.
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Suppliers controls vendor settings for all stores.
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Sales Yield Worksheet controls case yield settings for suggested ordering.
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Inventory Reporting controls whether how negative theoretical on hand figures are displayed.
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Satellite Product Mapping controls menu items that can be transferred from one store to another within the organization.
*optional section or field that may or may not be visible depending on the settings selected, whether the supplier is integrated or not, etc.