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 Donation POs.

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

  • Print the PO PDF (pending review)

  • Click the “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.

    • Open

      

       

  • 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.

• 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

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