Add orders to a PO from the Order List
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Add orders to a new PO
To add orders to a new PO:
- Add the orders to the Order List, and select the ones you want.
- Click Add to new PO or right-click and click Add to new PO.
- Type a PO number or click Generate for a system-assigned one.
The Status and Quantity are set automatically.
The Vendor is taken from the order details. You can click View to see details of the vendor. The Currency and Delivery method are automatically set to the values specified in the vendor details, but you can change the values for the PO if you wish.
By default the Location is set to "<decentalised>", i.e. we'll show a separate shipping address for each location specified in the order. For example, two items to be shipped to location A, one item to location B and three items to location C. If you select a specific location then this will be the only shipping address on the PO, i.e. all the items being ordered are to be delivered to this one location.
Working with a PO
- Click Save to save your changes. This enables the Confirm and Confirm & Dispatch buttons.
- Do one of the following.
- Click Confirm to confirm the PO. This enables the Dispatch button, so you can then click Dispatch and then click Yes at the confirmation prompt to dispatch the PO to the vendor.
- Click Confirm & Dispatch to confirm the PO and dispatch it to the vendor.
Add orders to an existing PO
To add orders to an existing PO:
- Add the orders to the Order List, and select the ones you want.
- Click the down arrow next to Add to new PO, and click Add to existing PO. Or right-click and click Add to existing PO.
- Search and find the PO you want. At the full display of the PO, click Select Record.
Working with a PO
- Click Save to save your changes. This enables the Confirm and Confirm & Dispatch buttons.
- Do one of the following.
- Click Confirm to confirm the PO. This enables the Dispatch button, so you can click Dispatch and then Yes at the confirmation prompt to dispatch the PO to the vendor.
- Click Confirm & Dispatch to confirm the PO and dispatch it to the vendor.
You can also add an order to an existing PO by editing the order and linking to the PO.
See Also