Beta Release: New Create Purchase Order Page

Beta Release: New Create Purchase Order Page

Once items are added to your vendor carts, you can proceed with completing the order. All vendors with open carts will display in Office > Purchase Orders > Create Purchase Orders (items are added to the carts via the Select Parts to Order page).

Selecting a Vendor Cart

  1. Click "Select" under any vendor cart listing to view the cart items and complete the creation of the purchase order.

Viewing and Managing the Order Cart

  1. You have full control over which columns display, and in what order. Click the Columns link to select/de-select, and drag and drop up and down to reorder as desired:

  1. Click the waffle to the left of any column header and drag and drop to reposition:

  1. Click the drop down arrow to view any item's purchase history:

  1. Click directly in the quantity to order or cost fields to make changes.
    1. Cost changes will prompt Orchid POS to ask if the new cost is for this order only, or the item's new default cost.
    2. If the item is in your inventory with an alternate vendor for a lower cost, this will display as well:

  1. When you're ready to proceed, click Create Purchase Order


Finalizing the Purchase Order

  • If you are certain that your default vendor information, shipping, payment, and email options are correct, you can proceed directly to tab 4, Review Order.
  • Otherwise, review the vendor information. Click Next to proceed.
  • Review the shipping address information; click Next to proceed.
    • If you need to drop ship to the customer, click the "Ship to customer" option to search your customer list.
    • "Ship Blind" signals the supplier to keep pricing information out of the shipment.
  • Review your payment details, and turn on/off the Email PO option as needed; click Next to proceed.
  • ​Review the order, and click Generate Purchase Order to print or email the order.

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