Follow these steps to create and manage Purchase Orders in One Page Inventory.
Step 1: Navigate to the Purchase Order Work Mode
- Go to the Purchase Order tab in the main menu.
- Click on New Purchase Order.
Create a New Supplier (if needed)
If you need to add a new supplier, navigate to New Supplier on the right side of the page and fill in the required details:
- Supplier Name
- Supplier Address
- Default Lead Time: Specify the default lead time in days (from placing an order to receiving the inventory) . This ensures OPI can accurately suggest your Quantity to Order.
Step 2: Fill Out Purchase Order Details
- Select Supplier: Choose the supplier from the dropdown menu.
- Delivery Location: Select the warehouse for delivery location.
- Confirm Delivery Date: Enter or select the expected delivery date.
- Add Order Number: Enter the order number.
Note: If you are using external software to create your order, make sure you copy the correct order number. We will display the last 5 PO numbers for reference.
Step 3: Create the Purchase Order
Step 4: Add Products to the Purchase Order
- Once the PO is created, you will be routed to the next screen.
- Start adding products to the PO by clicking the checkbox next to each SKU on the left-hand side of the page.
Note:
Quantities will be automatically populated based on the order suggestion. You can easily edit the order amount by clicking the quantities to highlight the order and input the order total based on your needs.
The “Rate” is pulled from Order price under the Financial Work Mode. A one-time change in order cost only impacts the individual Purchase Order.
Step 5: Save Changes
- After adding all the desired products, click on the Save Changes button.
Step 6: View Purchase Order Status
- After creating a PO in One Page Inventory, the status will appear in the PO View tab.
Note: To Edit Existing POs – Click the icon to the right of the PO name in PO View tab.
To Print or Download, simply open the PO you wish to save or download, and select Print PDF.
By following these steps, you can easily create and manage Purchase Orders within One Page Inventory. If you have any questions or need further assistance, please refer to our help section or contact support.
