Creating Purchase Orders
Manually create a Purchase Order or import from a template.
Met is working on the import templates for both regular POs and Donation POs.
Purchase Orders must be created before receiving. This includes donation receiving.
Print the PO PDF (pending review)
Clickthe “Send Documents” Button to email the PDF to the Ordering Contact.
Define the Ordering Contact on the Vendor Page.
Update the Document Contact field on the Purchase Order Electronic Document setup.
Use the Purchase Order list to manage the schedule of incoming shipments.
Grant Tracking
Use the Project table to track grants.
Destination Warehouse will be entered automatically using the Warehouse of the Account defined on the Project.
Grant consumption only happens at Transfer Orders.
Warehouse Receiving
No scanning for phase 1.
It is possible to over-receive quantity by specifying PO Qty. Tolerance % on the item card.For lot-tracked items:
Enter a lot number (YYMMDD), then enter an Expiration Date.
Click Post.
Only one Pick bin is set up. No need to create a Put-away document
Warehouse staff needs to put away the inventory to the default Shelf defined on the Item card.
Creating Transfer Orders - Optional
If a PO is designed for an agency, click the Create Transfer Order button after the Whse. Receipt is posted.
Transfer-to Account and Project are copied to the Transfer Order automatically.
How to Manage Funds
Populate Project to Purchase Line
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