Purchase Order Management

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 Donations PO.

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

  • Print PO PDF (pending review)

  • Click “Send Documents” Button to email PDF to Order Contact.

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

  • Choose a Project.

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.

• Item Category and grant???

Warehouse Receiving

• No scanning for phase 1

• 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 in appropriate bins

  • How to designate a bin, such as Freezer bins, to an item

• Post the Put-away

Creating Transfer Orders

• If a PO is designed for an agency, click Create Transfer Order button after the Whse. Receipt is posted.

Purchase Planning

• Safety stock