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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).

 

How to

create a Purchase Order using

Activate the Units Entry Mode

?

 

Ui steps
sizesmall
Ui step

Click on

the

the Purchase Orders tab > Add PO.

Click on the
Ui step

 Click on the Standalone POs

option

 option.

Ui step
On

 On the right-hand side, you will find

the

the Actions

button

 button, click on it and click on

Units

 Units Entry Mode

to

 to activate it.

 

Image Removed
After activating the Units Entry Mode, this is how the screen will look like:
Image Removed

Image Added

 

 


Now you can proceed as you regularly do with Standalone POs:

  • Enter the "Vendor" name. (Remember that after the first three characters the system will display any matching vendors.)

  • Enter the "Customer " (optional). This will link the purchase order to a customer account.

  • Select the "Truck Date" and select the "Vendor Ship Date".

  • Add special instructions or comments to the order. (optional)

  • Click on the green "Save" button

    , first, cerate the Prebook header and then proceed to add the items.

    Adding Items to the Purchase Order

     1. 

    Ui steps
    sizesmall
    Ui step

    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.

      2.
    Ui step

    Enter the number

    of

    of Bunches, Stem/Bunch,

    the

    the Total Units

    and the

     and the Cost (cost by unit)then click

    on

    on Add.

      3.  Select the
    Ui step

    Select the Box Type

    and

     and Unit Type.     

    Image Removed
    Ui step

    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 Units x Cost Cost), the number of boxes that you need and how many units actually fit in the boxes, those are called called Real Units.

     

     

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