Guest User Courses

Purchase Orders & Order List Management.

To Save time, Order Lists can be created per Vendor.

The Users can create their Own Lists per store as they require.

To Created an Order List:

1.      Maintenance

2.      List Management

3.      Create List

4.      Name your list

5.      Select Order/Receipt

1.      Click Add Item(s)

2.      Select Vendor

3.      Search for Item(s)

4.      Ensure the Unit of Measure is the Correct Unit for Ordering

5.      Leave Qty as 0

6.      Click OK

7.      Repeat 7-11 for all items

8.      Close Add Item Window.

How to Create Purchase Order:

1.      Ordering

2.      Ordering

1.      Click Refresh to View all Lists.

NOTE: Leave the Cost Center Field Blank in the Filter at the Top of the Table.

2.      Select List

3.      Select Cost Center

4.      Select Delivery Date

5.      Select 2^nd Delivery Date (only available if Suggested was flagged)

NOTE: 2^nd Date is purely for calculation of items required between delivery dates.

6.      Click Create

1.      Check Suggested Quantities or insert/Update Quantities

NOTE: All Reference Fields Highlighted in Red have Notes regarding the Brand that you Use, to prevent unnecessary Duplications of Items on the System. This prints on the Purchase Order underneath the item name.

1.      Click Book

Depending on the Vendor Setup, PO will be emailed, or you can mail the PDF Printout manually.