» For a video on entering Purchase Orders, review the following resource: Enter a New Purchase Order (PO) (Video)
Prerequisite: Vendor(s) defined in Settings and Raw Materials attached to vendor(s). See Vendor Setup for more information.
Purchase Orders are an easy way to track purchases and verify items are correct upon receipt.
It is recommended that you provide your Purchase Order Number to the vendor when placing an order, so that the shipment arrives with the PO Number in its accompanying paperwork (e.g. BOL or Invoice).
Navigate to: Menu > Raw Materials > Receipts > New Purchase Order
Step 1) Select your vendor and click "Submit."
Step 2)
Confirm the Order Date and Due Date are correct. (Whiskey Systems will pre-fill with defaults of "Current Day" for Order Date and "7 Days from Now" for Due Date)
PO Number is an automatically-incremented number that you may override if desired.
Notes entered here will show up on the purchase order when exported to PDF.
Step 3) Click "+ Add Selected Material" once you've highlighted the Raw Material item. This adds the material as a new line item in the purchase order.
Step 4) For each item on your PO, verify:
- Unit price,
- Quantity and
- Any shipping costs or tax.
Step 5) Click Submit to store the Purchase Order.
For help with receving Purchase Orders, review the following resource: Receive a Purchase Order (PO)