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Create a Purchase Order

1. Navigate to the Create Purchase Orders screen.

   1. Log In to the Data Center Application to display the Data Center ribbon menu.

      

   2. Select Purchasing > Create Purchase Orders from the main menu to display the Create Purchase Orders screen.

   

2. Select onscreen options to determine which products are displayed on the screen:

   • Filter by Active Status:
     Check the Click to show inactive products checkbox to display both active and inactive products. (Uncheck the checkbox to display only active products.)

   • Filter by Date:
     Enter starting and ending dates in the Number Sold Date Range fields and press the Enter key to display only sales results from a specific time frame.

   • Filter by Attribute/Descriptor Combination:

     • Enter a string of characters in the Filter field and press the Enter key to allow only Descriptors that contain the string to be available in the Attributes section.
     • Click an Attribute heading to display its list of available Descriptor options.
     • Check a Descriptor checkbox to add it to the Selected item(s) list. (Uncheck a Descriptor checkbox in the Selected item(s) list to remove it.)
     • Click the Clear button to remove all Attributes and Descriptors from the Selected item(s) list.
     • Click the Submit button to apply the filters in the Selected item(s) list to the main screen.
   • Sort and Filter Reporting Screen Data.

3. Check a product’s checkbox to select it. (Repeat steps as needed to display and select additional products. Click the Clear selected products button to deselect all products.)

4. If desired, check the Display only selected products checkbox to display only selected items on the screen.

5. Click the Next button to display the Create Purchase Orders (Enter the Vendor, Order Qty and Estimated Cost for each Product) screen.

6. Select the desired vendor from a product’s Order From Vendor drop-down field. (Selecting a vendor for one product will autoselect that vendor for all products. Select a different vendor for other products as needed.)

7. Enter a quantity for each product in its Order Qty field.

8. Enter/edit the cost for each product in its Estimated Cost field as needed.

9. If needed, click a product’s Delete button to remove it from the list.

10. Click the Next button to display the completed purchase order on the Create Purchase Orders screen.

11. Check/uncheck the purchase order's Consider as On Order checkbox to choose its effect on Auto Replenishment calculations.

    Note: If the box is checked, the system includes the purchase order's quantities in the Auto Replenishment batch process. If the box is not checked, it does not.

12. Complete the following procedures as needed to continue working with the purchase order:

    Edit the Purchase Order	Click the purchase order's Edit button to display the Edit Purchase Order window. Edit Purchase Order information in the window as needed. Vendor Select the vendor from the drop-down. Ship To Store Select the store from the drop-down. PO Terms Enter terms as needed. Cancellation Date Enter the cancellation date (mm/dd/yyyy) or Select a Date with the calendar button. Ship Date Note the autofilled ship date. If needed, enter a new ship date (mm/dd/yyyy) or Select a Date with the calendar button. Ship Via Enter the shipping method. Shipping Account Enter the shipping account number. Complete the following procedures as needed to manage products on the purchase order: Add a Product: Click the Add Product button to display the Product Search screen. Select a Product to add it to the purchase order. (Repeat as needed to add additional products to the purchase order.) Edit a Product: Complete the following procedures as needed: Edit a product’s quantity in its Quantity field. Edit a product’s cost in its Cost field. Remove a Product: Click a product’s Delete button to remove it from the purchase order. Click the Finished button to close the Edit Purchase Order window.
    Process the Purchase Order	Click the purchase order's Process button to display the Purchase Order Preview window. Edit Purchase Order Preview information in the window as needed. Ship To Store Select the appropriate store from the drop-down field. PO Terms Enter terms as needed. Cancellation Date Enter the cancellation date (mm/dd/yyyy) or Select a Date with the calendar button. Ship Date Enter the ship date (mm/dd/yyyy) or Select a Date with the calendar button. Ship Via Enter the shipping method. Shipping Account Enter the shipping account number. Email Address Select the desired vendor email address from the drop-down field. Exclude On Order Qty Check the checkbox to prevent the system from considering the ordered item(s) when performing Min/Max calculations for Auto Replenishment numbers or suggested quantities for purchase orders. Bill To Name Enter/edit the store name as needed. Bill To Address 1 Enter/edit the first line of the street address as needed. Bill To Address 2 Enter/edit the second line of the street address as needed. Bill To City Enter/edit the city as needed. Bill To State Enter/edit the two-letter abbreviation for the state as needed. Bill To Zip Enter/edit the ZIP code as needed. Bill To Country Enter/edit the country as needed. Click the Submit button to close the Purchase Order Preview window.
    Delete the Purchase Order	Click the purchase order's Delete button to display a deletion confirmation window. Click the Yes button to close the window and remove the purchase order from the screen.

13. Click the tab's Close button to close the screen.

    Note: If the purchase order was not processed (and not deleted), the system relocates it to the Pending Purchase Orders screen. Refer to Manage a Pending Purchase Order for more information.