Creating a Purchase Order

Click the Purchase Order link located in the Purchase drop-down menu.

When you click the Purchase Order tool a search criteria window will appear. To create a Purchase Order, click the “Search” button to access the Purchase Order Listing window.

The Purchase Order Listing window will appear. Click the “+New” button in the top right corner of the window.

A blank Purchase Order Editing window will become available for you to edit.

The empty fields that appear red are required and must be filled in prior to entering in the items to be transferred.

1. Store Code – Select receiving store from the dropdown list
2. Invoice # – Type in the vendor assigned invoice number (or type in a unique number, such as the date. EX: 012919
3. Vendor – Select the delivering vendor from the dropdown list
4. Order Date – type it in or select the date from the dropdown calendar

Type in the UPC/PLU/SKU of the item(s) purchased in the invoice.

In the QTY field, enter in the amount to be purchased.

If you need to access the SKU Inventory History window for an item in a purchase order, right-click the line item and select “View Item Inventory History.”

If you need to view the details of an item in the product catalog for an item in a purchase order, right-click the line item and select “View Item Details”

To Search, Export or Sort the data on this page, click the ellipses icon

Then click the “Save” button to save the Purchase Order.