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changes.mady.by.user Andres Toledo

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Overview


Excerpt

The system allows the creation of Standalone POs for hard good items.

Instructions:

Go to

 



Ui expand
titleHow to Add Hard Goods to a Purchase Order


Ui steps
sizesmall


Ui step

Go to Purchase Orders > Add PO.

Select


Ui step

 Select Standalone POs.


Ui step

Fill in the information required and ensure the vendor is entered. Click

on

on Save. 


Ui step
Go

 Go to the

Hard Goods

 Hard Goods tab and search the needed product, fill in all required fields: Product, Quantity

and Unit

 and Unit Cost. Click on Save.

Image Added



Ui expand
titleHow to Edit a PO With Hard Good Items


Ui steps
sizesmall


Ui step

Go to Purchase Orders > PO Summary > click on the "Search" button.


Ui step

Enter the PO # needed, within the Purchase Order field and click on Search. 


Ui step

 Go to the Actions column and select the Edit option.


Ui step

 Click on the Hard Goods tab.


Ui step

 Go to the Actions column and select Edit or Delete.


Ui step

 Once finished click on Save.

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Panel
titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
max10
showSpacefalse
cqllabel in ( "hard-goods" , "purchase-orders" )
labelshard-goods, purchase-orders,


Tip
titleHard Goods Search

When searching for a Hard Good in order to add it to the PO, the system allows searching by Case UPC, Unit UPC, SKU, description or category.


How to Edit a PO with Hard Good Items?

  • Go to Purchase Orders > PO Summary > click on the "Search" button.
    • Enter the PO # needed, within the Purchase Order field and click on Search.
    Image Removed



    Go to the Actions column and select the Edit option.
    Image Removed
  • Click on the Hard Goods tab.
    • Go to the Actions column and select Edit or Delete.
    Image Removed
  • Once finished click on Save.
    •  
    Ui text box
    sizemedium

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


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