Purchase Order Guide

 

Purchase Orders: A Step by Step Guide

Flowchart: View full size image here

 

purchase_order_flowchart_final.jpg

 

1. The first step to a successful purchase order is to create a new blank purchase order.

Creating Purchase Orders

 

2. Once you have an empty order, you are ready to add the items you would like to order. There are several different methods to accomplish this:

Manually: Manually Adding Items to a Purchase Order

From a Scanner: Exporting a SKU List from a Scanner to a Purchase Order

Automatically (via re-order points): Automatically Adding Items to a Purchase Order

 

3. Look over your ordered items and make any changes or corrections needed.

Adjusting Item Quantities in a Purchase Order

 

4. When you are satisfied with your order, create an invoice to send to your vendor.

Printing Purchase Orders

 

5. Once your ordered items arrive at your store, re-open the purchase order to receive and post the items.

Receiving and Posting Purchase Orders

Receiving and Posting Purchase Orders via Item Quantity Only

 

6. Pay the vendor invoice and record your payment.

Recording PO Invoice Payments

 

Article written with AmberPOS version 4.14.05.05

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