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changes.mady.by.user Andres Toledo

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Overview


Excerpt

When you need to create

a

a Purchase Order

using the

 using the Units Entry mode, it's necessary to do it trough

the

the Standalone POs

option

 option, this means that

the PO you're

the PO you are about to create

doesn't

does not have a corresponding Prebook.

 This

 

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).


Ui expand
titleHow to
create a Purchase Order using
Activate the Units Entry Mode
?


Ui steps
sizesmall


Ui step

Click on

the

the Purchase Orders tab > Add PO.


Ui step
Click

 Click on

the

the Standalone POs

option

 option.


Ui step
On

 On the right-hand side, you

'll

will find

the

the Actions

button

 button, click on it and click on

Units

 Units Entry Mode

to

 to activate it.


Image Removed
After activating the Units Entry Mode, this is how the screen will look like:
Image Removed


Image Added




Ui expand
titleAdding Items to the Purchase Order

Now you can proceed as you regularly do with Standalone POs

:

  1. Enter the "Vendor" name. (Remember that after the first three characters the system will display any matching vendors.)

  2. Enter the "Customer " (optional). This will link the purchase order to a customer account.

  3. Select the "Truck Date" and select the "Vendor Ship Date".

  4. Add special instructions or comments to the order. (optional)

  5. Click on the green "Save" button.

Adding Items to the Purchase Order

 1. 

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

Ui steps
sizesmall


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.

  2.


Ui step

Enter the number

of

of Bunches, Stem/Bunch,

the

the Total Units

and the

 and the Cost (cost by unit) then click

on

on Add.

  3.  Select the


Ui step

Select the Box Type

and

 and Unit Type.     

Image Removed


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

Units x

Cost

 Cost), the number of boxes that you need and how many units actually fit in the boxes, those are

called

called Real Units.

 




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titleRelated Articles

Filter by label (Content by label)
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sorttitle
cqllabel = "purchase-orders"
labelspurchase-orders


 
Ui text box
sizemedium

(lightbulb) 

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


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