STX Beacon: New Purchase Order
Create New Purchase Order
For product ordering and deliveries, navigate to Home or use the tabs underneath the page header, and click Inventory. Select Purchase Orders.
Click the New button to create a new PO (Purchase Order).
Select a Supplier from the drop-down menu. All low level products for the selected Supplier will appear.
Order Date: defaults to ‘today’, but allows changing to a different date.
Note: enter a note regarding the order.
Received Date: only available after clicking the Receive Ordered Items button upon delivery.
Received By: enter your initials or information relating to the worker who accepts the delivery. This field is only available after clicking the Receive Ordered Items button upon delivery.
Order Qty: adjust as necessary. If you are not ordering the product on this PO, set the quantity to 0.
Cost Each: amount is defined in Setup > Inventory > Products, and can be adjusted as necessary.
Order Cost: the value of the Order Qty multiplied by the Cost Each.
Add products by scanning or entering a product into the Add SKU# field and click Search to select the appropriate product.
Remove individual products from the PO by clicking the red (-) button.
Remove all products from the PO by clicking the Remove All Items button.
If a product has already been added to a different existing, undelivered (open) PO, the yellow ‘caution’ symbol will appear, as in the above image.
Click Save to save the PO. Click Cancel to cancel the PO.
View Open Purchase Orders
Once a new PO has been created and saved, it will appear in the Purchase Orders list. To view or edit an existing ‘open’ PO, click the Order Date hyperlink in the Purchase Orders list. The Purchase Order Detail page will appear.
The Note, Order Qty, and Cost Each fields can be edited. Click Save to save your changes. Click Cancel to discard your changes.
View Closed Purchase Orders
In the Purchase Orders list, check the Show Closed POs checkbox. The Closed POs will appear in the same list with the Open POs and are listed in date order from newest to oldest.
To view or edit a ‘closed’ PO, click the Order Date hyperlink in the Purchase Orders list. The Purchase Order Detail page will appear.
Edits cannot be made to a ‘closed’ PO.