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10 | Metcash Send PO and Receive Invoice

This article covers a step-by-step guide to Metcash Sending Purchase Order and Receiving Invoice file in BackOffice.

This article covers a step-by-step guide to Metcash Sending Purchase Order and Receiving  Invoice file in BackOffice.

Prerequisites 

  • To access and edit Purchase Order Settings, the applicable Operator Privileges will need to be enabled:
    • Operator Maintenance 'Stock Control' Tab
      • Purchasing and Receiving: "Create / Edit Purchase Orders" Flags
      • Purchasing and Receiving: "Post Purchase Orders" Flags

Sending Purchase Order via Metcash

Step-by-Step Guide

  • After creating a Supplier Comms Link in BackOffice and updated PriceBook via Metcash Web Service, you can now Send the Purchase Order and Receive Invoice through the Metcash Web Service
  • Follow and complete the below steps:
    1. Navigate through Stock Control in the side menu panel and select Purchase & Receiving options
    2. Select 'New PO' button 
    3. Select the supplier, and then a window will display to select the type of Purchase Order for you to create
    4. Select User Defined button


  • It will display a new tab called Purchase Order Creation
  • Select the Store that will be purchasing the order
  • Tick 'Use Data from PriceBook' this will gather data from the PriceBook that indicates items are on a promotion
    • 'Use Data from PriceBook' will only appear when the operator has chosen a supplier with a Metcash Supplier Comms setup
  • Select the Edit function to edit the items
  • Enter the amount in the Req. Units column that you wish to purchase
    • Any items with Req. Units of zero will not be placed on the PO
  • Once finished, click Create Purchase Order


  • It will then create a Edit PO tab. From there you can add, edit, delete items
  • Select Post Purchase Order and select Yes to Send the P.O to Metcash Web Service
  • It will display a detailed log of the Purchase Order; click OK
  • In the Purchase List tab, it will display all the PO from the supplier and Status should display as PO_PostedandSent



Receive Invoice

  • To Receive Invoice select 'Receive Invoices' button on the top menu panel
  • A message prompt will display how many Invoices have been Receipted, and a detailed logs of Receive Invoices from the Supplier; click OK
  • In the Purchase List tab it will display all the PO from the supplier and the Status of the new received invoice should now display as POLinkPOReceipt