Purchase Order
View Received Parts
Go to Warehouse > Purchase Order Open an existing PO with "RFQ" status (this indicates an incomplete PO) Under Part List zone, click on arrow for a selected part Select View Received Parts Click on the arrow across any part and select View Details to ...
View Purchase Order Status
Go to Warehouse > Purchase Order Click on the existing PO from the list Under Status Of Order zone, click the drop down arrow
Search Purchase Order by Filters
Go to Warehouse > Purchase Order Expand Filters Zone (bottom LHS) Select one or multiple filters options from drop down list for Department, Vendor, Status Priority View results
Search Purchase Order
Go to Warehouse > Purchase Order Select searchable option (Number, Vendor, Tracking Number, Part Number) from the drop down list Enter related field on the Search textbox Hit magnifier icon
Reset PO
Go to Warehouse > Purchase Order Select searchable option like Number, Vendor, Tracking Number, Part Number from the search drop down list Enter related value on the search textbox Click Reset button
Receive Part from Purchase Order
Go to Warehouse > Purchase Order Open any Existing PO from the list Under Part List Zone, for which part is attached, click on the dropdown arrow and click on Receive Parts Enter Quantity Received Select Warehouse and Location from the list Click ...
Edit UDF Fields
Go to Warehouse > Purchase Order Open an existing PO Under User Defined Fields zone, click on Edit Make necessary changes and hit Save
Edit Purchase Order
Go to Warehouse > Purchase Orders Open an existing PO from List view Click Edit from top RHS Make the necessary changes Click Save
Edit Other Costs
Go to Warehouse > Purchase Order Click on Existing PO from the list view Under Other Costs Zone, across the cost, click on dropdown arrow and select Edit Make the necessary changes Click on Save
Edit Attached Part to Purchase Order
Go to Warehouse > Purchase Order Open an existing PO from List View Under Part List for which part is attached, click on the arrow drop down and click Edit Enter quantity ordered and the cost and click on Save
Edit Address in Purchase Order
Go to Warehouse > Purchase Order Go to an existing PO Go to Addresses zone and click on the arrow across the Address you want to change Click Edit and make the necessary changes Click Save
Detach Part from PO
Go to Warehouse > Purchase Order Open any existing PO from the list where Status is not Complete Under Part List zone, across the Part click on the arrow and click Detach Part from PO Confirm detach Part by clicking Ok
Delete Purchase Order
Go to Warehouse > Purchase Order Select a Purchase Order from list view Click Delete button from top RHS Click Ok button
Delete Other Costs
Go to Warehouse > Purchase Order Select an Existing PO from list view Under Other Costs Zone, across the cost, click on Delete Confirm by clicking OK
Delete Address in Purchase Order
Go to Warehouse > Purchase Order Click on the existing PO from the list Under Addresses zone, across the address click the arrow and select Delete Confirm Delete by clicking OK
Add Parts
Go to Warehouse > Purchase Order Open an Existing PO Under Part List Zone, click on Add button Select Part from the list and click on Attach Enter the Quantity Ordered and click on Attach
Add Other Costs
Go to Warehouse > Purchase Order Select any PO from the list Under Other Costs Zone, click on +Add Enter Description Enter Unit Cost, enter number as Units Click Save button
Add New Purchase Order
Go to Warehouse > Purchase Order Click on New Fill in all mandatory details Click Save
Add Addresses in Purchase Order
Go to Warehouse > Purchase Order Click on the existing PO from the list Under Addresses zone, click on Add button Enter the Address and select Address Type as Shipping Address Click on Save button