Content Comparison

Creating Purchase Orders

• Manually Create a Purchase order or import from a template.

  • Met is working on the import template

  • Purchase Orders must be created before receiving, including donation receiving.

  • Print PO documntdocument (being updated)

  • Email the PO Document by clicking “Send Documents” Button.

Grant Tracking

• Use the Project table to track grants

Warehouse Receiving

• No scanning for phase 1

• Enter the Following details.

• Lot No

For lot-tracked items

• Enter a lot number (YY/MM/DD?), then enter Expiration Date

• Click Post

• In order to Transfer to Agency “Create Put-away”.

• Breakup of Purchase UOM to Sale UOM

  • Quantities

  • Bin

  • Unit of Measure

• Click “Create Invoice”.

• Edit Quantities and unit Cost

• Click “Post”

• Use Project to manage fundsCreate put-away to put inventory to appropriate bins

  • Post the Put-away