Status

Proposed, Open, or Closed. Purchase Orders start in Proposed Status. Once PO is placed with Supplier change Status to Open.

Ship By Service Level

Select from drop down.

PO Number

Non editable field. Pulls number from sequence series.

Discount Amount

Enter a one time discount dollar amount that applies to this PO. This amount does not carry over to the invoice. Must be entered in Proposed status.

PO Date

Defaults to current date. Edit by clicking into field and selecting date from calendar.

Discount Percentage

Enter a one time discount percentage that applies to this PO. This amount does not carry over to the invoice. Must be entered in Proposed status.

Total

Total cost of PO.

Reference Number

For use if you have an external PO number.

Supplier

Company you are ordering product from.

Buyer

Creator of PO. May be changed by selecting drop down.

Expected Arrival

Set an expected arrival date. Click in to field and use calendar. Optional.

Store Billing Address

Pulls from Store Setup. Can be edited in PO is proposed status. Changes made on the PO do not change the information in Store Setup.

Ship By

Set a ship by date. Click in to field and use calendar. Optional.

Store Delivery Address

Pulls from Store Setup. Can be edited in PO is proposed status. Changes made on the PO do not change the information in Store Setup.

Cancel After

Set a cancel after date. Click in to field and use calendar. Optional.

Comments

Enter additional information that does not fit elsewhere. This displays on the PO PDF that you export

Ship by Preference

Select shipping company from drop down,

Tracking Number

SKU

The system assigned, unique identification number for a product.

Cost

Cost of item, pulls from Product Maintenance. To solve for this, select with the dial button above it.

Term

If the product is attached to a term the term will display.

Margin

Margin of item, pulls from Product Maintenance. To solve for this, select with the dial button above it.

Author/Title or Description

Book products display Author/Title. GM products display Description.

Retail

Retail of item, pulls from Product Maintenance. To solve for this, select with the dial button above it.

Size/Copyright

GM products display Size. Book products display Copyright.

Units Per Package

GM only. Pulls from Product Maintenance

Type

Displays what type of product: New Text, Used Text, Trade, or GM.

Qty

How many of the product you want to order.

Color/Edition

GM products display Color. Book products display Edition.

Req Qty

The same as Qty, unless units per package is not 1. Example: units per package is 6 and qty is 2, req qty is 12 (6*2)

Catalog #/ISBN

GM products display Catalog #. Book products display ISBN.

Total

Total dollars per line. Cost * Req Qty.

+ Add Product

Button used to search for and add products to PO detail. Located in Header and Detail.

Delete PO

“Are you sure you want to delete this Purchase Order?” Pop up will appear then select Cancel or Delete accordingly.

Export PO

Change PO Status to Open and Save. Then select this button for PDF doc of PO. Upon selection, a popup will appear asking if you would like to include retail in the export. Select/Deselect and select OK.

View Supplier Discount

If Supplier has Discounts attached to Supplier and Product record, use this button to view.

Export CSV

Export an excel sheet of products and quantity on the purchase order.

Save

Located in top right corner and at the bottom of the screen.