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 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 grants

• 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 to 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