Purchase Order Management

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 document (being updated)

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

  • Use Purchase Order list to mange incoming the schedule of incoming shipments.

Grant Tracking

• Use the Project table to track grants

• Item Category and grant???

Warehouse Receiving

• No scanning for phase 1

• Possible to receive quantity over or under.

• For lot-tracked items

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

• Click Post

• Create put-away to put inventory to appropriate bins

  • Post the Put-away

  • Refreeze bins?

Purchase Planning

• Safety stock