Adding Products from the Catalog

Products can be added to a purchase order from a catalog by first bringing those items up in the Supplier Catalog search window. Use the search dropdown fields to call up a specific product code, or description and click the Show Results button or use the Show All icon in the toolbar to bring up the entire supplier line and view those items in the Work Set window below.

Products can be added to a purchase order from the catalog by using the right mouse button in the catalog work set window or clicking the Task drop down in the lower work bar of the catalog to access the Task Menu. In this menu, choose the task to Add the Selected items to the PO. All products are added to the order with a quantity of 1 (either each or pack depending on the products settings), which can be adjusted back on the order window.

If products are added from a catalog by a supplier that is different from the one you are writing the order for, and the product UPC is not in the suppliers catalog you are writing the order for, you will be asked to verify that the product is not known to be offered by that supplier and give you the option to add it to the order or not. If you choose to add the item to the order, the information used by that supplier will come over onto the order. The supplier code is an editable field and can be changed on the purchase order.

If a product is added from a catalog that already exists in your inventory, you will be asked to confirm whether you would like to use the values from the Inventory or Catalog entry. The ordering values may differ between the two records and you have the option to choose either record for ordering against.

Note that adding a product to a purchase order from a catalog adds that product to the inventory upon saving the purchase order. You can either set the department on the new product prior to or at the time of receiving the purchase order.

Adding a New Inventory Product on the Purchase Order

To create a new product on the order, use the right mouse button or click the Task drop down in the lower work bar to access the Task Menu. In this menu, choose the task to Add a New Product to PO and Inventory. This will bring up a New Product data entry box where the product and supplier codes, description, department, cost, retail and any ordering settings, along with size and attribute can be set on the new item. Upon clicking the OK button, the product will be added to the order with a quantity of 1 and added to your Inventory.

It is recommended to save the Purchase Order throughout the process of creating the order by using the Save icon in the PO toolbar.