Managing your Purchase Orders with One Page Inventory is straightforward and efficient. Our platform simplifies the process of creating, accepting, and tracking orders while seamlessly updating your quantity to order. Let’s explore how you can effectively leverage these features.
Creating a Purchase Order: To get started, navigate to the PO work mode and select “New Purchase Order” in the upper right-hand corner. Here’s what you need to do:
- Select Your Supplier: Choose the supplier for your order.
- Delivery Warehouse: Specify the warehouse where the products will be delivered.
- Delivery Date: Enter the expected delivery date for your order.
- Order Number: Assign an order number to your PO for easy reference.
- Click the Orange “Create Purchase Order” button to proceed.
Next, you can add your product selections from the left side of the page. As you select products, the quantity to order will automatically populate. If you need to adjust any quantities, simply click on the cell with the pre-filled total under the Quantity column. You can always revisit your PO later to make necessary changes.
Once your products are added, you’ll have a clear view of your order. You can adjust quantities or product costs and add any relevant notes for your supplier. After making your changes, click “Save Changes” to finalize your Purchase Order.
Managing Your Purchase Orders: After your PO is created, you can navigate to the PO View to make further changes if needed or mark your order as received when the time comes. One Page Inventory gives you full control over your orders, even after creation.
Receiving Your Order: You have the option to receive either a partial batch or the entire order at once. For instance, if you receive 100 items from this order, input the received quantity. This will automatically update your Purchase Order and the Quantity to Order.
You’ll see the changes reflected in the PO, and when you check the Quantity to Order Workmode, you’ll notice the number of units still on order and those received, as recorded in the PO.
Once you receive this PO, the “In Stock” quantity will automatically update to include the additional units in your designated warehouse. Hover over the relevant SKU in the “In Stock” column for detailed information, including the updated quantity and the date the order was received. The “Inbound on Order” column will also decrease accordingly, reflecting the units that are now in stock.
If you prefer, you can mark the entire PO as received by returning to the PO Workmode, selecting “Mark All As Received,” and then closing the PO. To verify these changes, navigate back to the Quantity to Order Workmode for a visual confirmation of the order now stocked in your warehouse.
Deleting a Purchase Order: If you need to delete a PO, open the PO View within the PO Workmode. At the bottom left of the PO, you can change the status to either close or delete the PO entirely. This action will remove the PO from your records, and you can confirm the deletion by revisiting the PO Workmode.
With One Page Inventory’s PO Workmode, you can efficiently manage your purchase orders, en
