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How do I create and receive Purchase Orders for POS items?

How do I create and receive Purchase Orders for POS items?

The fist step you need to take is to Add the Point of Sale Item

  1. Functions - Point of Sale - Add Product
  2. Fill out entire form for the product you wish to create a PO for

The Next step would be to add the Vendor into the user details

  • Functions - Point of Sale - Purchase Orders
  • Click the Dropdown and select Create Purchase Order
  • Next to the Vendor field; click on ADD VENDOR
  • Enter the Vendor Details

Once the Vendor has been added you now need to Create the PO

  1. Functions - Point of Sale - Purchase Orders
  2. Click the Dropdown and select Create Purchase Order
  3. Click the Dropdown and select the Vendor Name the PO is for
  4. Select the appropriate date that you are opening the PO
  5. Select an Expense Category - if you do not have one added click on ADD NEW and enter the category and click Save.  Once you have a category click on the dropdown and select the correct category name
  6. Add any Notes necessary
  7. Click on Generate Purchase Order
  • In the section; PURCHASE ORDER ITEMS - click on ADD BLANK ROW
  • From the Actions Column click on EDIT
  • Scan or Enter the UPC code from the Product itself, click the dropdown and select the ID, enter Vendor Product ID, Special Instructions (if any), the Quantity, and Unit Price along with Other Amount and Tax Amount if necessary
  • From the Actions column click SAVE

When the PO has been received do the following steps to receive the products which will update the Quantity of the product

  1. Functions - Point of Sale - Purchase Orders
  2. Click the Dropdown and select View Purchase Orders
  3. From the Actions column click on EDIT
  4. From the Actions column click on RECEIVE QUANTITY
  5. click OK

The updated Product Quantity can now be viewed by viewing the product in the Product list

  • Functions - Point of Sale - Product List
  • Locate the item
  • View Quantity in Stock

 

 

 

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