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Overview
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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. |
- 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 usingActivate the Units Entry Mode
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After activating the Units Entry Mode, this is how the screen will look like:
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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)
, first, cerate the Prebook header and then proceed to add the items.
Adding Items to the Purchase Order
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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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