In this video, we'll walk through how to create a purchase order. To begin, navigate to Stock Management

Click on purchase order.

To begin, click Create PO in the upper right corner of the screen.

Next, select the relevant store if there are multiple on your account.

To locate the correct Distributor, either type within the text field or use the dropdown box to locate.

Select the Distributor for the Purchase Order.

Select the ordered by user. The User by Default is the user signed into Back Office.

Select the Sales Rep.

You can change the date here, if necessary. Once all required information is complete, click Start Order.

You'll now be taken to the purchase order edit screen where you can begin adding line items. All items for the selected distributor will automatically show up on this page. Just like in the Product List page, you can save views with specific filters and column arrangements for ease of ordering.

Search for items on your view, input the unit, whether case or unit, and quantity you would like to purchase and the cost will be automatically calculated based on historical cost data.

Items with a quantity greater than zero will sort to the top of the view to give a clear view of what you've added to the order.

To add items that do not already appear in your view, click add items.

From here, you will be given the option to toggle on whether you want to search products from all distributors, as well as inactive products. If the item doesn't exist, you can also create a new item from this window.

For each product, enter the unit and quantity. Again, cost will automatically be calculated here based on historical cost data.

Click on "Add to order" to finalize.

If you need to locate an item that’s already been added to the order, use the Search field.

Once all products are added, click Finish Draft in the top right corner