Screen Path: WMS > Receipt Management > Purchase Order
There are 2 ways to create the Purchase Order;
- Manual entry through User Interface
- Import Purchase Order from Excel
Manual entry through User Interface
On the purchase order screen click the new button at the top and fill in the mandatory fields to create a purchase order.
After entering all mandatory fields and clicking save button, there will be a pop-up in the middle of the screen saying: "You have successfully defined the Master data, now you will be directed to entering labels" also there will an ACTIVE toggle under the message saying: "Disable if you are not going to enter multiple details/items" and there will be an OK Button to close the pop-up.
( This pop-up will be closed after clicking OK button whether toggle is active or not. )
After user is not disable it and click OK button pop-up will be closed. Then, Purchase Order Detail screen will be opened in new record mode and after each save action it will be opened in new record mode again.
Otherwise, if the toggle is disabled on the pop-up and then click the OK button, screen automatically goes to detail screen again but after saving detail record and saving it, detail screen will not be opened in new record mode again as below.
Note: This pop-up process is only valid for creating orders via UI. It is not valid for orders coming from Excel upload and integration.
Import Purchase Order from Excel
To create a purchase order by Excel import go to the purchase order screen, download the excel template by pressing the button at the bottom of the screen
After downloading the template, fill in the form and import the file by import purchase order from Excel button.
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Tags: Getting Started , PO, Purchase Order, Inbound, Vendor