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Creating a Purchase Order
Creating a Purchase Order can be done in two ways: Creating a Large Stock Order from the vendor’s dashboard, and the Parts Ordering Parts from a Purchase Plan. Creating a large stock order allows users to create an order for a specific vendor while ordering parts from a Purchase Plan allows users to create orders from item lists specific to multiple classifications.[Add pictures/videos]
Creating a Large Stock Order from a Specific Vendor
Users can create a Large Stock Order from the vendor’s dashboard. From the vendor’s dashboard:
- Go to Actions -> Create Item Order
- After clicking, a menu will pop-up asking which location will be receiving the ordered items
- Also, check the appropriate box to choose how the inventory list is formatted and click Select Items
- After clicking, the page will redirect to the new Purchase Order that includes all items queued up to purchase from a single vendor
See [link to Creating a New Purchase Order from Vendor Dashboard] for a more thorough explanation[Add pictures/videos]
Ordering Parts from a Purchase Plan
Users can confirm or delete a specific Part Purchase Order by first:
- Selecting the desired Purchase Order parts
- Then, click the confirm button in the top right of the page
- After clicking, a notification pops up asking for confirmation
- Click Yes, do it! and a second notification confirms the decision
- The page automatically redirects to the new Purchase Order that includes all selected items from the Parts Purchasing page
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