Purchase Orders Overview

This article shows DVU users how to create a purchase order. Users can convert POs into Receiving Orders, which can also be converted into a pickup in the TMS environment (if available).

Creating a PO

1. Go to Home > Orders > Purchase Orders.

2. Click the plus icon.

3. Fill in the required fields on the General page.

4. Add information as needed.

5. Click Save.

Adding items

1. Click Line Entries on the side menu to add products.

2. Click the plus icon to open a form.

3. Enter an item code. Optionally, use the search icon to locate one or click the plus icon to create an item code.

4. Fill in additional fields as needed.

5. Click Save or Save and New.

Managing purchase orders

To edit a record, click a row in the table and update the information in the form.

To remove a record, select a row, click the Delete icon in the menu bar, and then click OK in the confirmation popup window.