1.) On the main menu, click Purchases to be taken to your Purchasing Home. Then, click the Plus Sign near “All POs” to begin creating a new purchase order.
2.) Press the search box icon to choose from a list of all suppliers in your system*. After selection, text fields will populate with the information entered for the supplier when it was created. Fill in as much other applicable information as possible. When finished, click the button at the bottom right of the page ("GoTo next step to add products").
*If you cannot find the correct supplier in the search box, you may want to check if they have been added yet in the List Home.
*If you cannot find the correct supplier in the search box, you may want to check if they have been added yet in the List Home.
3.) On the next page, use the product search to find the item(s) you are ordering. All items added to your product catalog can be found in the search.
4.) Enter the quantity and unit price of your order. You can specify the minimum length/width and number of slabs per bundle, or simply enter the total square footage. Click "Add Product" when you are finished. Each product added will be listed on the left side of the page.
NOTE: If you know your supplier sells the material under a different name than you will be selling it as, you can check the "Purchased as" box and enter in any name.
NOTE: If you know your supplier sells the material under a different name than you will be selling it as, you can check the "Purchased as" box and enter in any name.
5.) When you're finished adding all items to the order, click "Save" and you will be taken to the detail page for the purchase order. If you've already received an invoice and/or Packing List from the supplier, you'll want to continue to the next step- Add an SIPL to a PO.