Create a new master purchase order
This is part of the Purchasing Add-on Module
You can create a master purchase order that will allow you to make a large order with a vendor then break plants off that order onto single purchase orders with their own shipments.
- Navigate to
Purchasing, then
Master Purchase Order.
- Click on
New Order.
- Select the Expected Date, then search for the vendor name by using the search bar provided. Click once on the vendor name, then click Add. If you don’t see your vendor, you must add them to the vendor list first.
- Review and complete the information on the top half of the order. See the Detailed Master Purchase Order Description for the meaning of each entry field and tab.
- Add items to the order in one of the ways available.
- Add any generally estimated freight and/or other costs. Costs added on the master order will appear also on all split off purchase orders. (optional)
- You can print master purchase order reports or email a report to the customer.
- Items from a master purchase order can be projected to show up in your inventory using
Add to Projections. This is generally used to show sales what is projected to be available so they can run availabilities and/or pre-book orders against the items. Learn more about how this option works (optional).
- When you are ready, you can release some items off onto a single purchase order.
- The master purchase order will be updated each time a purchase order is posted and will remain Open and editable until you set the master order complete
Tip: eGrow Connect purchase orders contain a lot of functionality. In a purchase order you can:
- see a detailed explanation of every part of the master purchase order
- add items to a purchase order
- sell items that are on a master purchase order
- print a master purchase order report
- include line item and other notes on the order,
- learn how reorder points work