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changes.mady.by.user Former user

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changes.mady.by.user Andres Toledo

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Overview


Excerpt

The system allows adding multiple Prebook lines to Purchase Orders from the Bulk Purchasing Mode. This article explains how to do it.


Warning
titleOnly for Boxes

This feature only works for Prebook lines in boxes.

 

Instructions

1) Go to


Instructions

Ui steps
sizesmall


Ui step

Go to Purchase Orders>>Add PO. The system will display the Bulk Purchasing Mode.

2) Use


Ui step

 Use the available filters to find the Prebook lines to add.

3)


Ui step

Make sure that the Prebook lines are completed since the system will only create Purchase Orders for Prebooks lines in boxes that have a vendor, ship date, quantity, cost, and carrier (if applicable).


Ui step

Make sure that the Prebook lines are completed since the system will only create Purchase Orders for Prebooks lines in boxes that have a vendor, ship date, quantity, cost, and carrier (if

applies

applicable).

3) Select


Ui step

 Select the Prebook lines you want to be added to the PO.

4) Click on


Ui step

 Click on Create POs.

5)


Ui step

A confirmation window will appear informing the number of Prebook lines to be processed. Click

on

on Continue

to

 to finish.


Ui step
6)

Keep in mind that the system may take a couple of minutes for finishing the Purchase Orders creation.

 

  

The GIF below walks you through this process, click on it to see the details.

Image Modified

 



Panel
titleRelated Articles

Filter by label (Content by label)
false
showLabelsfalse
max10
showSpacefalse
sorttitleshowSpace
cqllabel in ( "create-po" , "bulk-mode" )
labelsbulk-mode create-po


Info
titleInformation
  • Even if you can select several Prebook Lines at once, the system will only create Purchase Orders for the Prebook Lines of the first page of results once the filters are applied.
  • Use the keyboard shortcut Ctrl+b to create POs massively after selecting the Prebook lines.


Ui text box
sizemedium

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


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