Create a new PO

In This Topic

A Purchase Order record in Spydus is used to generate documentation (PDF, Email, EDI) for placing orders with a vendor or supplier. A Purchase Order can contain multiple Order Line Items.

If a library is placing orders through a vendor's interface (e.g. website or phone ordering), creating Purchase Orders may not be necessary part of the ordering process.

To create a new PO:

From the Module Menu select Acquisitions.
Select New and then Purchase Order, or press the F8 function key.
Type a PO number or click Generate for a system-assigned one. The Status and Quantity are set automatically.
Select the vendor, currency, delivery method and location.
Add existing or new orders to the PO.

To add an existing order, click Add and then do one of the following.

Click Select Set to add all the records in the set.
Click the checkbox next to the records you want, and then click Select Records to add just those records. You can select records across pages. At the bottom of the browser you'll see the number of records selected. You can click Clear to deselect all the records.
Display a record in full and then click Select Record..

To create a new order, click New, fill in the order details and then click Save & Close to add this new order to the PO.

Save, confirm or dispatch the PO.

You can also create a new PO from the Order List. See Add orders to a PO from the Order List.