Click on an individual line item to edit information about that product or select the Open Grid Window Button to edit all the line items at once.
§ Select Operations Tab then Purchase Order Tab.
§ Select Create Purchase Order on left navigation bar.
§ Select a Facility for the Purchase Order.
§ Select the delivery Location.
§ Select the Vendor.
§ Add any Reference or note to be tracked with this PO.
§ Select the Update Tab to add products to your PO or use the Quick Add feature displayed under Line Items Tab.
§ Search for products by Item Number, Description, Vendor Number,…etc.
§ To add items using the Free Form menu, select the Update Tab and then click the “Free Form Item Entry” Link. A blank form will be displayed. Fill in all the appropriate information and then select “Save / Go to line items” Button or “Save / Continue adding” Button.
Click on an individual line item to edit information about that product or select the Open Grid Window Button to edit all the line items at once.
Any item notes added to a purchase order will print on the PO. These notes will also be transmitted to the vendor when using the auto-fax and auto-email services.
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