Generate From Filter

Purchase orders can be created from a filter of items. You can create filter of items by retail group, department, special groups or vendors and they will be added automatically to your purchase order and populating the quantity depending the item replenishment settings.

To create a purchase order from a filter:

1. Go to Inventory > Purchase > Purchase orders
2. In the New purchase order wizard select the Generate from a filter button.
3. Create a filter of item by selecting a retail group, retail department, special group or vendor.
4. Press the next button.
5. Fill in description, select a store and vendor.
6. You can also edit the discounts and ordering and delivery dates.
7. Press the finish button to create the order.
8. All the item in the item filter has been added to the new purchase order and the quantity has been calculated according to the item replenishment settings and the present on-hand inventory.
9. The lines can be edited or lines added to the purchase order.

 

 

Add to the order:

In the purchase order view:

1. Press the add button to add items to your purchase order.
2. In the Purchase order line dialog you can either scan a barcode or search for the item in the item dropdown list.
3. Select which unit to be ordered.
4. Enter the price from the vendor, quantity to be ordered and discounts if any.
5. If ordering multiple items keep the Create another check mark selected and press the OK button
6. If the Create another is selected the line is added to the purchase order, the dialog clears and stays open to enter the next item.

 

When all items to be ordered have been added to the purchase order it can be received.

 

Inserted:	September 2017
Version:	LS One 2017.2