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 document PDF (being updatedpending review)
Email Clickthe PO Document by clicking “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 incoming the schedule of incoming shipments.
If a PO is designed for an agency, enter Destination Warehouse.
Grant Tracking
Use the Project table to track grantsItem Category and grant???.
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.
Possible to overreceive 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
Create put-away to put inventory to appropriate bins
How to designate a bin, such as Freezer bins, to an item
Post the Put-away.
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.
Purchase Planning
- Safety stock
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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