This tool can create and track both purchase orders and stock transfers to other locations. Upon receiving products with this tool, the amount will be added to on-hand quantity.

• Catalog >> Inventory management >> Purchase order

Add Purchase order

1. Select ‘+’ icon and Click ‘Purchase order’
   
   
   
   
2. Choose due date for your store order (this value is only informational, it will not impact ability to receive PO past due date)
   
   
   
   
   
   
   
3. To load items you have several options: 
   
   3.1 Searching/Scanning the item via SKU/Product Code/Name/Tag will open selection for multiple items (based on seacrh query) or add an item automatically (if only one match is found):
   
   
   
   3.2 Select the vendor for the current PO and press Vendor Catalog button to see all the items for this vendor in your Catalog (note, this is specifically your Catalog, not the vendor-provided one). Items will be listed in a similar way to Manage Product/Service page with all the filtering available
   
   
   
   
   
   3.3 With the vendor selected, you can also use the 'Load Items From' function to add items based on:
   
   
   
   - Load all items: Adds all items with the curent vendor selected
   - Add low stock items: Adds all items with the current vendor based on Min/Max reorder points. More about it here https://support.franpos.com/portal/en/kb/articles/purchase-orders-load-low-stock-items-feature
   - Search by Category: Allows selecting items from one or multiple categories (under selected vendor)
   - Search by Brand: Allows selecting items from one or multiple brands (under selected vendor)
   - Load items with Forecasting: Uses formulas to order items with a prediction for future sales. Allows for a date adjusting and brand filtering. More about formulas here https://support.franpos.com/portal/en/kb/articles/purchase-order-po-forecasting 
   - Replenish sold items: You select a sales date period, all items sold during that period are reordered and added to PO
   - Import: Use Excel or CSV file to upload items to current PO. Template can be downloaded in the Pop-up (must follow the template)
   - Search by all: Search by Category + Search by Brand
   
   You are allowed to mix and match any of those methods to fill the PO out. Example: first load low stock items, then use replenish sold items for the rest (see https://support.franpos.com/portal/en/kb/articles/prucashe-order-setting for option Behavior When Adding an Item That Already Exists in a PO that will control the quantites when using 2 and more load methods)
   
   
   
4. The list of the product will appear in the grid table after you have added items. 
   
   
   
   
5. You can filter the list by pressing the ▼ button in the available columns. Adjust the Price/Cost/Qty Ordered based on your need. You also can set a discount for specific item.
   
   
   
   
6. Click ‘Open order’ to save the current PO. Now PO is assigned a unique number and you can continue adding/editing items/PO. Also at this point you can set a custom PO number for your accounting/reference
   
   
   
   
7. (optional) You can define Discount, Shiping, Tax, Other fees now or Sort the PO
   
   
   
   
8. The Save Changes button will save all your edits and allow you to work on the PO in increments.
   
   
9. While the PO is in Open status you can change the status by pressing In Progress button. This step is purely informational and allows you to decern orders that have been submitted to vendor and the ones that haven't been yet. 
   
   
   
   Also, 3-dots button in the bottom left corner will present you the following options: 
   
   - Void: delete the PO
   - Send to vendor email: sends an Excel copy to one or multiple emails (for multiple emails, use comma to seperate them)
   
   - Send custom Excel to vendor email: same as the previous option, but it sends an Excel that can customizable here: Settings >> Purchase Order >> Custom Export (allows to hide unnecessary columns from excel file)
   
   
   
   - Export to PDF/Excel/and othes: allows downloading a copy of PO in desired format
   - Get Barcode Labes: allows to print labes for items currently in the PO with options for quantity of labels 
   
   
   
   
   
   

1. For POs with status 'In Progress,' you will see the 'Go to Receiving' button at the bottom. Click it to go to receiving step
   
   
   
   
2. To change the received quantity you have next options:
   
   2.1 Enter/Scan SKU/Product Code/Purchasing SKU in the top field. This supports multiple SKUs (for the same item too, which will add quantity together) that are separated by a line break (enter key or automatic new line by scanner). After pressing 'Scan', Received Qty will be increased by the amount of unique entries. 
   
   
   
   
   
   2.2 
   
   
   14.1 You can update QTU by scanning SKU`s into this field 
   
   
   
   
   
   
   
   14.2 You can define recieved QTY mannuly 
   
   
   
   
   
   14.3 You can change automaticly match recieve QTY to order QTY using RECIEVE ALL button 
   
   
   
   
   
   
   
   
   
3. After recieve QTY is defined, click on COMPLETE button 
   
   
   
   
4. If you did not recieve some items, you can define reason here:
   
   
   
   
   
   

View Complete Purchase order

   1. Open Purchase order page 

   2. You can view the PO to print barcodes, delete PO  or re-order same product again

 Video Tutorial