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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

 and Unit Cost. Click

on

on Save.

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Relevant Articles

Panel

Filter by label (Content by label)
showLabelsfalse
max10
showSpacefalse
labelshard-goods, purchase-orders,

How to Edit a PO with hard good items?

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

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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, within

    the

    the Purchase Order

    field

     field and click

    on

    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.

    Go


    Ui step

     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.

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    Ui text box
    sizemedium

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


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