❗️NOTE: A purchase request is required to raise a PO. For a bought in part this can originate from a warehouse order, confirmed sales order or a job card.
To raise a PO select purchase orders.
Click new purchase order.
Add the supplier & any other relevant info
Click create purchase order.
All the purchase requests for parts which are supplied by the supplier are available to add to the PO. Select as required and click add selected to purchase order.
Clicking the (pencil) edit icon will allow you to adjust the purchase price if required.
Amend if required & update line item.
When ready click Mark as Ready to Send
Click "Mark As Ready To Send"
Click "Mark As Sent"
Click "Mark As Sent"
To receive parts create a new parts receipt.
Click "Receive Parts"
Click "Create Parts Receipt" ensuring the date received is correct.
Click "Add Line Items"
Multiple PO's can be received in a parts receipt. Enter the PO number you are receiving. Click add line items.
You'll see all the available parts on the PO. The (pencil) edit icon allows you to edit the quantity for partial deliveries.
Repeat the process to receive parts from other PO's.
To complete the part receipt select receive items from the actions menu.
Click Receive Items to confirm & complete the process.
