This article outlines the steps to create a Job Specific Purchase Order. This type of Purchase Order is created within a Job and is for items that exist within that Jobs Bill of Materials. The Job/Style must also be in a ‘Locked’ status to create a new Purchase Order
FOLLOW STEPS BELOW:
1. From withing ‘Product Costing’ search for the relevant Job/Style
2. Click on ‘Details’
3. From within the Job/Style, Click on the ‘PO Items’ Tab
4. Click on the ‘Add’ Icon
5. Within the ‘New Purchase Order’ Window, complete the following fields
- Drop Down and Select ‘Vendor’
- Within the ‘Ship Date’ Field, drop down and Select a ‘Ship Date’. This will copy into the ‘Due Date’
- If the Due Date is different, Select the applicable ‘Due Date’
6. If Applicable Select a ‘Process’
7. Click ‘Ok’
8. Click on and ‘Drag’ the item from within the ‘Bill of Materials’ window into the ‘Line Item’ Section
9. Within the ‘PO Item’ window, check and edit the Description, Units and Price if required
10. Click ‘Close’
11. Add a ‘Vendor’ and ‘User’ Memo
11. Click on ‘Status’ and select ‘Approved’, repeat step to update PO Status to ‘Issued’
12. Click on ‘Print’ to generate the ‘Purchase Order Report’
13. Click on ‘Email’ to email PO to your supplier
NB. For a quick tutorial watch below
