Add items to a purchase order

This is part of the Purchasing Add-on Module

You can add items to your purchase order using a few different methods listed below.

1. 1. Navigate to Purchasing, then Purchase Order or Master Purchase Order.
   2. Find your existing order or [create a new purchase order] or [new master purchase order].
   3. Click Add Items in the taskbar and select one of the following options:
      1. Add Items to Order: Most common, this method adds items from your inventory to the order.
         1. Choose Add items to Order.
         2. In the left pane, toggle to view items listed by Vendor, Reorder Point, Available (Items in your inventory), or Show All.
         3. Search for items to add using the search bars provided.
         4. Click into the “Enter Qty” column for the item and write the quantity to add to the order.
         5. Hit Enter to move those items onto the purchase order.
      2. Enter by Product ID or Copy/Paste Import: This method allows you to add items using Product ID entry or importing an item list from Excel.
         1. Choose Enter by Product ID or Copy/Paste Import.
         2. In the “Add Items” tab you can quickly enter Product ID numbers and Quantity amounts, then clicking Add after each entry.
         3. In the “Paste Data” Tab you can copy and paste a list of items to add from an Excel sheet that has matching columns. Only include data, no headers, and use “Paste as plain text”. For a more detailed description of the Copy/Paste Import tool click here
         4. Click on Parse Pasted Data.
         5. Click Add to Order when complete and review the items on the order to be sure the items were added successfully.