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  1. Log in to the Management Console. Click on the “Inventory” page icon near the top of the screen.
  2. Click on the “Purchase Orders” tab near the top of the screen.
  3. Click “Create New PO” located near the right-hand side of the screen.
  4. Click the “Create New PO” option on the pop-up window.
  5. From the drop-down menu, choose either an existing vendor, or create a new vendor by completing the information.
  6. Click “Next” once done.
  7. The “Create New Purchase Order” screen will open. Fill in all required fields and then click “+Add Item”.
  8. Use the search bar to key in either the product/item name or product/item barcode. If the product does not exist in the database, click “Create New Product” and proceed to adding the new product information.
  9. Click “Add” once done. Make sure all required fields are filled in, click “Save” in the upper-right corner once done. Hit “Save” again.
  10. Return to the Purchase Order screen by clicking “Back to PO list” and you should see the newly created PO.

The user can edit the status of the Purchase Order by clicking the details (pencil) icon:

  • Save (New) saves any changes made to the purchase order.
  • Sent indicates that the purchase order has been sent to vendor.
  • Received indicates that the order has been received by you.
  • Finalized (Close) indicates that the purchase order has been completed.

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