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Overview

Excerpt

When you need to create a Purchase Order using the Units Entry mode, it's necessary to do it trough the Standalone POs option, this means that the PO you are about to create does not have a corresponding Prebook. 

This may happen in situations such as:

  • You need to purchase extra product for your open market sales.
  • You need to fulfill an order that had shipping issues or quality control problems.
  • You need to purchase the product for internal production (e.g.: bouquet operations).

 

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titleHow to Activate the Units Entry Mode
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Click on the Purchase Orders tab > Add PO.

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 Click on the Standalone POs option.

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 On the right-hand side, you will find the Actions button, click on it and click on Units Entry Mode to activate it.

 

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Ui expand
titleAdding Items to the Purchase Order

Now you can proceed as you regularly do with Standalone POs, first, create the Prebook header and then proceed to add the items.

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Enter the product name. To search for the product you can use any combination of the product name. Examples:

    • "ros whit 60" will search for all 60 cm white roses.
    • "cdn green" will search for all green cdn.
    • "red select carn" will search for all red select carnations.
    • "akito" will search for all akito varieties.

Add the product breakdown by clicking on the Specify Breakdown link under the product name.

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Enter the number of Bunches, Stem/Bunch, the Total Units and the Cost (cost by unit) then click on Add.

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Select the Box Type and Unit Type.     

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Repeat these steps for every Item that you want to add to this Purchase Order.

NOTE: The system will automatically calculate the Total cost (Total Units x Cost), the number of boxes that you need and how many units actually fit in the boxes, those are called Real Units.

 

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