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Overview


Excerpt

The system allows for items from different Prebook orders to be added to a new or existing Purchase Order. This will help consolidate in one PO, items from multiple Prebooks. In order to do so please follow the steps below.

 



Ui expand
titleAdding Single Items to a New PO


Ui steps
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Ui step

Go to Purchase Orders > Add PO, type in the farm name and select the ship date.


Ui step

To add Prebook items click on the "Add Items" button, and follow the regular process.


Ui step

 Once done adding items from Prebooks open market items can be added to this PO, please click on the "Add single items" link.


Ui step

The system will display a window where items can be added to the Purchase Order one by one from.


Ui step

 Adding UPC information, mark code, notes or breakdown information can be done from this window as well. Once all the information is included please click on "Add".


Ui step

The system will add the item to the current Purchase Order, but it will keep the window open just in case adding more products is necessary.


Ui step

Once done adding open market items the window can be closed.


Ui step

Products from the Purchase Order can be edited or deleted as needed.



Ui expand
titleAdding Additional Charges

Besides, there is an option to add additional charges to the Purchase Orders when needed by clicking on the "Add additional charges" link. Enter the amount for the additional charge and press the Enter key on your keyboard, the system will save the information automatically.

The system will show the additional charges as part of the Landed Cost in the Inventory-Pricing Screen as Other Charges. Also, these additional charges should be part of the vendor's invoice and be noticed during the PO reconciliation process in the PO Reconciliation tab.

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titleRelated Articles

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cqllabel = "purchase-orders"
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Info
titleInformation

Items for future sales can't be added to Purchase Orders with Prebook items.


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(lightbulb) Roles enabled to perform this action: Admin, Sales Manager, Procurement Manager, Procurement User.


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