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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 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.


Ui step
Select

 Select Standalone POs.

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Ui step

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

on

on Save. 

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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 Cost. Click

on

on Save.

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Relevant Articles

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showSpacefalse
labelshard-goods, purchase-orders,

How to Edit a PO with hard good items?

  • Go to Purchase Orders > PO Summary.

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    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,

    click on

    within the Purchase Order field and click on Search. 

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    Ui step
    Go

     Go to the 

    Actions

    Actions column and select the 

    Edit

    Edit option.

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    Ui step
    Click

     Click on the Hard Goods

    tab

     tab.


    Ui step
    Go

     Go to the Actions column and

    select

    select Edit

    or

     or Delete.

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    Ui step
    Once

     Once finished click

    on

    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.

    Image Added


    Ui text box
    sizemedium

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


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