How to Create a Purchase Order [Step-by-step guide]

Modified on Tue, 04 Apr 2023 at 03:46 PM

You can create Purchase Orders within techOMS, as well as assigning the stage in the pipeline.

Preferably, this action is handled via automation, yet this article describes the steps and fields involved in the manual process.

NOTE: Make sure that you are operating at the right Vendor/Warehouse beforehand.

To create a Purchase Order you will have to:

1. Click Purchase Orders under Purchases

2. Click Create to deploy the fields for creation

3. Complete the order level fields:

  • Order Number: Preassigned by the system, yet modifiable
  • Date: Date for the order
  • Status: Preassigned as Draft, modifiable manually or by the system as actions are performed
  • Requested Warehouse: Assign the order to a Warehouse choosing it from the dropdown
  • Cancel After: Can be set to cancel if the date limit is met
  • Reference Number
  • Purchase Order Number
  • Source: Source of the Purchase Order, free text field
  • Requested Ship: Requested ship date of the Purchase Order

4. Allows to Add Lines, Receipts and References information

  • Line Number: Enter the line number
  • Lot #: Details the PO lot number for traceability purposes
  • SKU: Enter the SKU Code
  • Product Variant: Select the value from the list whenever it applies to the case
  • Serial #: Line Serial number (if any)
  • Quantity: Amount of SKUs in the line

5. Save through whichever mode you consider applicable to your case:

  • Save: Saves the Purchase Order in Draft mode
  • Pipeline: Allows to move forward on the steps within the process pipeline
    • Approve: Approves the order and unlocks Allocating and Fulfilling
    • Run Workflow: Executes the automated workflow as configured under the vendor for the order
    • Cancel: Allows to cancel the approved order
  • Clone: Clones the order and opens it in a new tab

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