Purchase Order - Manual Creation

• First go to Vendors, located on the ribbon at the top of your Dashboard
  • Go to Purchases>>Enter Purchase Orders>>List

•  You will now be on the Purchase Order Page
• Click New Transaction

•  You are now in the new Purchase Order screen
• Primary Information

• •  Form
    • Allows you to pick between 3 styles of Purchase Orders
      • Allocated
      • Consolidated
      • Drop Ship
  • Vendor
    • Choose your vendor that the purchase order is for
      • Ex) Pressbox, Blue Ridge Knives, Patagonia
    • This is Required
    • When you select the vendor it will populate the Relationships tab, located at the bottom of the screen with the Rep and email the PO will be sent to.
  • PO#
    • Enter your PO (Purchase Order) number here
      • Use the standard format
        • Intials / Ship Date / Vendor Code
          • Ex) BJ203PBR
  • Terms
    • Here you can set terms for the individual Purchase Order
  • Receive By
    • This will be when the PO is received into the system
      • This should be left blank
  • Ship Date
    • Enter your Shipping date for the order here
  • Cancel Date
    • Enter your Cancel Date (Refuse Date) here
  • Buyer
    • Enter your name here
• Segmentation

• • Location
    • Enter the location where the order will be shipped to
      • Enter 201-SF for the Support Facility
      • Enter 203-CPC for the Candy Processing Facility
      • Enter 302-CRS
    • This is Required
      • This is the Pre-Distro section in Celrant
  • Brand
    • Enter the Brand for the items you wish to add to the PO
    • This is not required
• Items
  • Located at the bottom of the page on the far left of the ribbon
  • This is where you will enter your items you wish to add to the PO

• • Select the item from the list
  • Click Add
  • Enter the required quantity at the location you wish the item to go
  • You can change the cost of the item here as well
    • This is done under the Rate column
• Once you have all the items and quantities entered you are done with the Purchase Order
• Click Save & Print
  • The drop-down arrow next to the Save button has multiple features
    • Save
    • Save & Email
      • This will email the PO directly to the first email associated with the vendor you selected. It will only email what the PO would be as a PDF, nothing else
    • Save & New