Purchase Orders

Overview

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The purchase order provides an Eazi solution for managing all receiving in the inventory system. This enables tracking of ordered goods and full visibility on your PO's improving accuracy, accountability, and coordination between inventory teams and sales operations.

This system allows you to handle the receiving of purchase orders. We can add additional information and documents to orders received, print labels for items on your purchase order, quality control handling for goods on a PO, and perform movement request for stock received.

Purchase Order Table

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Filters

The filters allow you to find and view purchase orders that are relevant to your search.

• We can filter on orders to be received by a warehouse.

• Status which indicates where in PO life cycle the order is at. We can filter on the following.

  • Open - Awaiting to be processed.

  • Closed - Canceled or Voided PO.

  • Received - items have been received/Distributed.

  • Partially received - only some items of the purchase order have been delivered.

  • Open or Partially received - PO's that are awaiting to be processed or waiting on some items to be delivered.

Different types of Purchase Orders

Cross Docked - Inventory stock that has been received, quality checked, moved from received to dispatch without needing to go through the stock shelving process and picking.

Drop Shipped - Purchase Orders that are dispatched directly to the client from the supplier.

Packing List Loaded - Purchase Orders that have documentation specifying how to pack received items outbound to clients.

Distribution List loaded - Purchase Orders which have multiple dispatches to be fulfilled. you can click on PO records with this icon to view the distribution list.

Columns

Column	Description
Created	The Date the purchase order was initiated
Receipts	The goods received voucher and stock issue voucher
Receiving Warehouse	The warehouse where the goods are to be processed.
Document No	Purchase order number associated with the PO document
Customer	The client who's goods will be dispatched too
Supplier	The supplier of the PO's goods.
Supplier Ref	The suppliers documents and reference number
Units	Total number of items to be processed
Delivery Date	The expected delivery date of the goods
Status	Indicates where in the process a purchase order is

How to use this feature

Once on the Purchase Order List page you can interact with purchase order number under the Document No columns.

Next steps

1. After clicking on a purchase order number a modal will pop up allowing you to append information to the PO.

2. After filling out necessary info. Click the Received At Warehouse button. this will create a GRV indicating that the goods have been received.

3. You should see a GRV populate under Receipts for the particular PO you are working with. There are two options to get to the next step.

   1. Click on the the GRVs number highlighted green.

   2. click on the down arrow right at the end of the row and select view. Here you can view all PO related info (excluding sales sensitive info). You will see a GRV under receipts information, next to Action click on Continue.

4. On the Order Line Items specify the condition of received units, "Good" or "Damaged". on this step you can also print item barcodes and labels. When done select items to process via the check box in the left most column and click Next Step.

   1. OPTIONAL if Damaged. Any items that have issues labeled "Damaged" will require a Bad Stock Reason. On this screen we must select a reason and a reason description as to why that stock is bad. we can upload an image, which is optional, to help explain the reason.

5. The last step will show us bins the goods will be processed to and let us confirm. When happy click the Complete button at the top right.

Tips

• You can Create a Movement Request for a purchase order. Click on the down arrow -> View under the settings column. Here you can see PO documents and details, at the top right of the screen -> Create Movement.

• While your still on the PO view page you can view a GRV by clicking on the little link icon next to the GRV document number.

• If for what ever reason you want to close a Purchase Order click on down arrow -> Close PO under the settings column