Add items to a purchase order

This is part of the Purchasing Add-on Module.

You can add items to your purchase order using the following methods.

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 PO: This method is the most common and adds items from your inventory to the order.
      1. In the left pane, choose the option to view items
         • Vendor: Show only items listed on the Products tab of the Vendor
         • Reorder Point: Display only items that have total inventory quantity below their designated reorder point
         • Available: Filter to show only items having on hand inventory
         • Show All: Display all items in your Item Sizes Library
      2. Search for items to add using the search bars provided.
      3. Click into the “Enter Qty” column for the item and enter the desired quantity and press Tab or Enter to add to the order.
   2. Enter by Product ID or Copy/Paste Import: This method allows you to add items directly by Product ID, or importing an item list from a file (most commonely Excel),
      1. Choose Enter by Product ID or Copy/Paste Import.
      2. On the Add Items tab you can quickly enter Product ID numbers and Quantity amounts, then clicking Add after each entry to add to the list.
      3. On the Paste Data tab you can copy and paste a list of items to add from an Excel sheet or other tabular data source that has matching columns format displayed at the top. 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 to add the items from the pasted import to the list.
      5. Once you have the desired list of items assembled by either direct entry or parsing import data, then click Add to Order.