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06. Opening and Modifying a Purchase Order
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Opening and Modifying a Purchase Order
- Purchase order listing
Clicking on the PO Number column text (i.e. the red ‘Open PO# 5’ above) will take you to a report view of the order. You can view them no matter their status. As you can see the status of this one is new, as it was just created in the previous procedure. On the Purchase Order Report, you can add items to be ordered and notes such as remarks concerning delivery or payment.
- New Purchase Order Report
To add items to your Purchase Order select the item from the drop down list.as shown below.
After you’ve selected the item that needs reordering select the ‘Add New Line Item’ button to the left of the drop down list. This will add the item to the order and reload the page. The list in the box will no longer include the item you selected. The item you selected will be displayed below in list with controls for quantity and cost as shown below.
As you can see the product name is shown with a designated Quantity, and Unit Cost. If your cost per unit is different than the one displayed, edit it for the calculation of profits and expenses later. The quantity is the amount of product you wish to receive.
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