Order Amount: This value is the PO Cost multiplied by the Order Qty to extend out the total dollars being spent per product.

Already On Order: This field will display the number of any that are on another order pending send or receiving status.

Current QOH (ea): The current onhand value for each item is stored on the PO at the time of creation and displays in both unsent and sent orders.

Creating the Purchase Order:

To create a new order, open the Purchasing section in the tree view and click on Purchase Orders. On opening, the view is always set to open the Unsent Purchase Orders. Click the first icon in the toolbar to create a New PO. This opens the Purchase Order wizard.

Use the scroll bar to navigate through a list of all suppliers, or filter out those that do not need ordering by selecting the radio button beneath Show All Suppliers. If no suppliers appear in the filtered list, use the Refresh All Suppliers Ordering Needs link to generate system order data using reorder settings for each item in inventory. Refreshing the order data can take several minutes to complete.

Select the supplier and click the Next button at the bottom of the wizard to move forward. Use the Build order data option only if you have sales data and reorder data for the system to utilize. Otherwise, select the radio button to Manually write a purchase order. Click the Finish button and there will be a new purchase order for the selected vendor in the top window. Use the Save icon in the toolbar to save this order and set the created date, time and user information. You now have a base order in which to add products to from the inventory, catalog, or by creating a new item.

The next help topics will discuss in detail the different methods for creating a purchase order. Click the following links to go directly to the Manual Purchase Ordering, Ordering With Suggested Order Data or Cross Supplier Ordering support topics.

Orders created using the Portable Worth Data Scanner using the Create/Add to PO activity will build an order based on the first product scanned. If products are scanned from multiple suppliers a purchase order will be created for each supplier. When you are finished scanning with the handheld, your orders will be available in the Unsent Purchase Orders list. Click the following links for more infomation regarding Ordering with the handheld scanner.