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

title	Only for Boxes

This feature only works for Prebook lines in boxes.

Instructions

Ui steps

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

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

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 applicable).

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

Ui step
Click on Create POs.

Ui step
A confirmation window will appear informing the number of Prebook lines to be processed. Click on Continue to finish.

Ui step
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

title	Related Articles

Filter by label (Content by label)

Info

title	Information

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

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

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