Generate a Purchase Order from an Existing One

If you have a standing order every week you can create a new purchase order from an existing one to save you the time of creating a new one each time.

To create a purchase order from an existing one:

1. Go to Inventory > Purchase > Purchase orders
2. In the New purchase order wizard select the Generate from an existing purchase order button.
3. Find and select the existing purchase order. You can use the search filtering to help you find the purchase order.
4. You can edit the description, store and vendor.
5. You can also edit the discounts and ordering and delivery dates.
6. Press the finish button to create the order
7. All the lines from the old purchase order have been copied to the new purchase order.
8. 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