Set Purchase Order
The Business Edge has functionality that enables users to efficiently manage their procurement process by adding products directly to a Purchase Order within an order. This feature provides users with increased flexibility and convenience, allowing them to streamline their workflow without needing to switch between different tabs.
You can choose to create a new Purchase Order when you identify the need for new procurement, or easily add products to an already existing Purchase Order, ensuring that purchasing activities are accurately tracked and consolidated. This integrated approach simplifies inventory management, helps maintain clear records of purchased items, and facilitates better coordination between sales and procurement teams.
The "Set Purchase Order" option is accessible within the detailed line item of the Enter & Edit Orders module. After selecting the specific product intended for sale, users can review the availability information displayed in the availability box, which indicates if the current stock levels may be insufficient to fulfill the order.
On the right-hand side there is a clickable option F8 Set Purchase Order.
If the product selected has a primary vendor the system will automatically take you to the Purchase Order, if the product selected does not have a primary vendor attached then the system will display the screen below asking which vendor you would like to create a purchase order for. There is also an option to assign that vendor as the primary vendor of the product.
When the product already has a primary vendor attached you will be brought directly to the Purchase Order detail line with the product code already selected as well as the quantity ordered which populates from the Order. The Purchase Order number is assigned and displayed at the top of the screen
Once you confirm details on the Purchase Order press OK and you will be brought back to the Order detail line
The Business Edge will also show the Purchase Order created in your most recently selected list in Enter & Edit Purchase Orders and Purchase Order Inquiry for ease of selection
Purchase Orders created with Set PO will need to be sent to the Vendor when they are complete. This can be done from Enter & Edit PO or from a PO Inquiry.
You can view the Open Purchase Order Report and include the column for Last Output to verify that all PO’s get sent out.