Create purchase order
- Log-in to your web POS.
- Select Catalog > Inventory management > Purchase order.
In the top right corner hit the ‘+’ and select Purchase order.
‘Create Purchase order’ screen is now open. Pull a product/s you want to order.
You can also ‘Add low stock items.’
Items will be added to the bottom grid.
Add the quantity you want to order.
The total is automatically calculated based on the item cost.
Once done, click ‘Open.’
You can now review and edit your purchase order.
Once ready, click on ‘In progress.’ This will open the purchase order. From now on you will not be able to edit that purchase order.
After a purchase order is created,
- Go to Catalog > Inventory management > Purchase order
Locate the purchase order you want to receive in the bottom grid.
You will notice 3 buttons on the right hand side.
You will now have to mark the products you received and confirm the quantity.
If you received partial quantity than the purchase order will stay ‘in progress’ status until you receive the remaining quantity.
Once you’re done hit ‘Receive.’ That will complete the receiving process and the quantity will be added to the quantity on hand that you already have.