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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.

Grant Tracking

  • Use the Project table to track grants

Warehouse Receiving

  • No scanning for phase 1

  • 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

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