This article outlines a clear, step-by-step process ‘Add a PO Line Item to a Purchase Order on Sync
PURPOSE
This function allows you to add additional line items to an existing Purchase Order (PO) in Sync. If materials for the same vendor exist under different jobs, they can be consolidated into a single PO for efficiency.
KEY BENEFITS
Consolidated Ordering: Combine multiple items from different jobs into one PO.
Reduced Administrative Load: Avoid creating separate purchase orders for each item.
Streamlined Vendor Communication: Send a single, comprehensive order to the supplier.
FOLLOW STEPS BELOW:
1. From the Sync Homepage, Click on Search
2. Select Purchase Orders
3. Apply relevant filters and capture a search criteria e.g. PO#
4. Click ‘Search
5. Click ‘Select’
6. Click on ‘Status’
7. Select ‘Editing’
8. Within the line item section, Click on the ‘Add’ icon
9. Within the ‘Search BOM’ Window, apply the relevant filters
10. Capture a search criteria e.g. Job#
11. Click ‘Search’
12. Click ‘Select’
13. Within the ‘PO Item’ Window, check and if required update the ffg:
- Description
- Units
- Price
14. Click ‘Close’
ADDITIONAL NOTES
You can add items from multiple jobs, as long as the vendor is the same.
Ensure the PO is in ‘Editing’ status before making changes.
After adding items, remember to update the Purchase Order Status (e.g. Approved or Issued) as required.
NB. For a quick tutorial watch below
