Introduction
Efficiently managing purchase orders is critical to any business's procurement process. Our app offers a powerful solution that allows you to create, track, and manage purchase orders seamlessly. How to Create and Manage Purchase Orders in WIZniche.
Creating and managing purchase orders in WIZniche is a streamlined process designed to facilitate efficient order management. This guide will walk you through the step-by-step process to ensure a smooth experience.
Creating a Purchase Order
Getting Started with Purchase Orders
Getting started with purchase orders in WIZniche is straightforward. Here's how:
Click on "+ Create" Button
Locate the "+ Create" button in the app's navigation bar and click on it to access the drop-down menu.
Select "Purchase Order" from the Menu
From the options available in the drop-down menu, select "Purchase Order" to begin creating your purchase order.
These steps will lead you to the purchase order creation page, where you can follow the subsequent sections to add the necessary details and successfully create a purchase order.
Vendor & Order Details
Adding Vendor Details
Search Vendor: Click on the search vendor field and start typing the vendor's Adding Vendor Details
Search Vendor: Click on the search vendor field and start typing the vendor's name. All matching saved names will appear.
Note: Vendors must be pre-created in the settings section of WIZniche.
Shipping Address: Once you choose a vendor, the associated address will automatically be added if it was set up during vendor creation. You can also add or edit the shipping address manually or use the Street View option.
Order Details
Order Date: Choose the order date from the calendar.
Order Status: Select the order status from the dropdown options. The available statuses are:
Pending
Ordered
Shipped
Received
Cancelled
Creating the Purchase Order
Create Action Button
Generate Purchase Order: Click the green Create button above the order details section. This action generates a Purchase Order #.
Status Change:
Clicking Create turns the button green.
The status changes to Pending with a timestamp indicating when it was created.
Additional Buttons: After creating the purchase order, the following buttons become active:
Activity Log: Track changes and updates to the purchase order.
Print Order: Print a copy of the purchase order.
Download Order: Download a copy of the purchase order.
Adding Products
Add Product Button: Click the "Add Item" button to add products. You can select from the following options:
Product
Select Products: In the search field, select from your saved products.
Quantity and Cost: After selecting a product, set the quantity and cost. The total will be calculated automatically.
Multiple Products: You can add as many products as needed using the "Add Item" button.
Product Description
Description Box: Below the product fields, there is a description box. WIZniche's integrated AI service can assist you by:
Summarizing content
Improving writing
Simplifying language
Expanding details
Trimming content
Changing tone or style
Taxable Items: Toggle the "Taxable Item" button to apply taxes based on your settings.
Subtotal and Discounts: View the subtotal and add discounts using the "Add Discount" button, which offers dollar or percentage discounts. The final total will be displayed below.
Tags & Notes
Tags: Select tags from the dropdown list to categorize the purchase order.
Notes: Add any notes relevant to the purchase order.
Attachments
Add Attachments: Click the "+" button in the Attachments section to add files.
Send with Purchase Order: Toggle the "Send with Purchase Order" option to include the attachments with the purchase order.
Managing Purchase Orders Using Action Buttons
Order Action Button
Click Order: When you click the Order button, a pop-up appears.
Pop-up Options:
Notify Vendor: A checkbox to notify the vendor. You can select or deselect this option.
Buttons: Options to Cancel or Order.
Status Change:
Clicking Order turns the button green.
The status changes to Ordered with a timestamp.
Ship Action Button
Click Ship: When you click the Ship button, a pop-up appears.
Pop-up Options:
Date and Time: Select the date and time you want to change the status to "Ship".
Notify Vendor: A checkbox to notify the vendor.
Buttons: Options to Cancel or Ship.
Status Change:
Clicking Ship turns the button green.
The status changes to Shipped with a timestamp.
Receive Action Button
Click Receive: When you click the Receive button, a pop-up appears.
Pop-up Options:
Summary: It shows a summary of the SKUs, ID, and quantity ordered.
Order Status: Change the status field to Received.
Date and Time: After updating the status, select the date and time the items were received.
Buttons: Options to Cancel or Receive.
Status Change:
Clicking Receive turns the button green.
The status changes to Received with a timestamp.
Cancel Action Button
Click Cancel: When you click the Cancel button, a pop-up appears.
Pop-up Options:
Confirmation: It asks, "Are you sure you want to cancel this order?"
Notify Vendor: A checkbox to notify the vendor.
Buttons: Options to Cancel or Confirm Cancel.
Status Change:
Clicking Confirm Cancel turns the button green.
The status changes to Cancelled with a timestamp.
Conclusion
Creating and managing purchase orders in WIZniche is a user-friendly process guiding you through each step with clarity. From selecting vendors and products to defining order details, scheduling, and managing attachments, WIZniche offers a transparent and efficient solution.
For further assistance or more detailed guidance, please refer to our support resources or contact our support team.