Content Comparison

Creating Purchase Orders

• Manually Create create a Purchase orderOrder or import from a template.

  • Met is working on the import templatetemplates for both regular POs and Donation POs.

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

  • Print the PO documntEmail the PO Document by clicking “Send Documents” ButtonPDF (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.

    • Image Added

  • 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

• Enter the Following details.

  • Lot No

  • 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 funds.

• It is possible to over-receive quantity by specifying PO Qty. Tolerance % on the item card.

• 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