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Create a Vendor Purchase Order

1. Navigate to the Vendor Purchase Order screen.

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

      

   2. Select Purchasing > Create Vendor Purchase Order from the main menu to display the Vendor List window in front of the Vendor Purchase Order screen.

      

   3. If needed, enter all or part of the vendor's name in the Name field and press the Enter key to display all matching results.
   4. Double-click a name to select the vendor and close the Vendor List window.

   

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

   • Filter by Vendor:
     Check the Show Products From All Vendors checkbox to display products from all vendors. (Uncheck the checkbox to display only products from the selected vendor.)

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

   • Filter by Attribute/Descriptor Combination:

     • Click an Attribute button and one of its associated Descriptor buttons to display only products with matching attribute/descriptor pairs. (Repeat as needed to further restrict the products displayed with additional attribute/descriptor pairs.)

     • Click the Delete button beside an attribute/descriptor pair to remove it as a restriction on displayed products.

     • Click the Clear button to remove all attribute/descriptor pairs to remove them as restrictions on displayed products.

   • Sort and Filter Reporting Screen Data.
3. Select the desired product(s):
   • Check a product’s checkbox to select it. (Repeat as needed to select additional products.)
   • Uncheck a product's checkbox to deselect it.
   • Click the Select All button to select all products on the screen.
   • Click the Clear Selected Products button to deselect all products.

4. Click the Add Products button to add the selected product(s) to the Purchase Order Details section.

5. Complete the following procedures as needed to enter a quantity for each product:

   • Enter a quantity in a product’s Quantity field.

   • Click the Fill to Suggested Order Qty button to display a confirmation screen. Click the Yes button to close the screen and automatically populate the Quantity field(s).

     Note: The system calculates the suggested order quantity for a product by subtracting its QOH from its Max Level. If the product's QOH is greater than its Min Level, the system does not calculate a suggested order quantity for the product.

6. Complete the following procedures as needed to assign the selected product(s) to a purchase order:

   • Create a New Purchase Order:

     Click the Create PO button to display the Pending Purchase Orders screen.

   • Amend an Existing Purchase Order:

     1. Select the desired existing purchase order from the drop-down field.
     2. Click the Add to Existing PO button to display the Pending Purchase Orders screen.

7. Continue working with the purchase order as appropriate.

   Note: Refer to Manage a Pending Purchase Order for more information.

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