Overview

After a prebook is created the system automatically adds the items from the Prebook into a “needs” list of items that need to be purchased.

As items from the "needs" or "purchasing" needs are added to a purchase order they are automatically removed from the “needs” list. This allows a company with multiple users in procurement, to purchase product only once.

In order to create purchase orders from Prebooks, there must be Prebooks created in the system.

Related Articles

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Allocations
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Allow Product Substitution
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Automatically create Purchase Orders
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Build Mixed Boxes from Pre-sold Units using Bulk Purchasing Mode
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Confirm products from a Purchase Order

Recipes

Purchase Orders can be created using Recipes. They will be identified with a blue star icon.

Create Purchase Orders from a Prebook

Overview