Purchase Order Creation

Purchase Order Creation

Creating Purchase Orders
 

There are two (2) ways to create a new purchase order; New and Wizard.  New is a manual process that you must input all of the information and items manually.  The Wizard walks you through creating a PO based on your location's quantity needs.
 
 
 
 
 


 
Start by selecting Wizard in the Merchandising/Purchase Order menu.  This will bring up the Purchase Order Wizard screen, and Step 1.
 
Step 1:  Name your purchase order, enter the required by date, and select your supplier(s).
 
Step 2:  Select the location(s) that you are placing the order for.
 
Step 3: Select the Departments and/or Categories to pull items from.
 
Step 4:  Select how to pull the item quantities to order.
 
  • Order items based on store's re-order information:  This will calculate the quantity needed based on the minimum reorder point and maximum restock levels, and what the current quantity on hand (QOH) is at.  If the QOH is more than the minimum reorder point, then the item will not be placed on the order.
    • Here you can also include backordered items.
  • Order backordered items: This option will only place items on the purchase order that are currently backordered.
  • Order all items at a fixed quantity:  This allows you to set a fixed quantity for all items on the order.
  • Order items that have recently sold:  This will order the same quantity of an item that have sold between certain dates.  For instance, if you sold 5 of item X between 1/1/2020 and 1/31/2020, then 5 will be placed on the purchase order.

 

Step 5: Generate the order.  This will not PLACE the order, only create it.  You can still add and remove items from the order after it's created.  Verify the order is correct, and when ready, click Place Order.  You will be asked to verify that you want to place the order, if so, click ok.

 

Sending the order to your supplier must be done outside of OpSuite.  There are two (2) ways to download the order to send to your supplier.

  1. Print Purchase Order - This will generate a PDF order form for the Master PO and any individual store PO's (if multi-location).
  2. Export BarTender - This will generate a CSV file containing all of the information from the PO. 

 

New (Purchase Order)

 

To create a new manual purchase order you will select Purchase Order and then click New.  This will bring up the Purchase Order Setup Information where you will fill out the title, required date, supplier, and location(s). When you have completed these required fields click or tap the Create New Purchase Order Icon in the bottom right corner.

 

 

Next, you will add items to the purchase order as discussed in Purchase Orders.


Once all items have been added, SAVE the purchase order, then hit Place Order.



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