Overview
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The Purchase Order Summary screen will allow users (including grower users) see all the information relate to the purchase orders generated. You can use the filters on this screen to search for a specific purchase order. Companies will have access to all their purchase orders while grower users will only have access to the purchase orders generated for them. |
To go to this screen click on Purchase Order > select PO Summary tab.
The PO Summary screen will show a summary of the purchase order information such as:
- PO#: Sequence number assigned to every purchase order when they are created.
- SO#: The number of the Standing Order.
- AWB: The AWB number.
- Arrival Date: The arrival Date of the Purchase Order.
- Origin: Port of origin of the products.
- Vendor: Vendor the PO was created for.
- Ship Date: Date in which the vendor sends the product to the warehouse or final customer if it's a ship direct order.
- Qty Boxes: Amount of boxes ordered within the PO.
- Qty Confi: The number of boxes already confirmed.
- FBE: Full box equivalence, of all box types ordered within the PO.
- Invoice: The vendor invoice.
- Carrier: The carrier of the purchase order (only available when the Inbound Truck Freight setting is enabled).
- Total Cost: Includes the total cost of the products and the additional charges in the purchase order.
- Total Vendor Currency: the total amount in the currency of the vendor.
- Actions: Users can click to view the different options that can be performed to that specific PO such as View Details, and Print the PO in PDF.
How to enable this information
To enable this information, click on the gear icon and check the columns you want to visualize.
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The system allows to generate reports of the Purchase Orders filtered on the screen. To to this, click on the Actions gray button. There are two option available:
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By clicking on the magnifying glass, from the Actions column, you will be able to open the purchase Order details screen from where several actions can be done. By hovering the mouse over the Prebook number, the system will display the Prebook details.
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You also create Standalone Purchase Orders from Excel files by clicking on the Actions gray button>>Add PO from Excel file. The Create Purchase Order from Excel window will appear. Follow the instructions explained on Upload Standalone Purchase Orders for further information. |
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To upload vendor invoices, read Upload Vendor Invoices. |
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Some Vendors can also upload POs if the setting Allow creating POs is enabled for them. |
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