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changes.mady.by.user Andres Toledo

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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
 


Ui steps
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Ui step

Click on the Purchase Orders tab > Add PO.


Ui step

 Click on the Standalone POs option.


Ui step

 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,

cerate the

create the Prebook header and then proceed to add the items.

Adding Items to the Purchase Order

Ui steps
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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.


Ui step

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


Ui step

Select the Box Type and Unit Type.     


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 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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titleRelated Articles

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cqllabel = "purchase-orders"
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(lightbulb) Roles enabled to perform this action: Admin, Sales Manager, Procurement Manager, Procurement User.


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