9 | Entering a Purchase Order via SmartPDE Mobile

This article explains how to create a Purchase Order using the SmartPDE Mobile A

This article explains how to create a Purchase Order using the SmartPDE Mobile App which can then be processed fully in BackOffice. 

Prerequisites

• Minimum Bepoz version of 4.7 and onwards
• Completion of SmartPDE Mobile App Setup in the given order:
1. SmartPDE Mobile Licensing & Installation
2. SmartPDE Mobile Workstation Setup
3. SmartPDE Mobile Scheduled Job & Configurations
4. SmartPDE Mobile Database Settings
5. SmartPDE Mobile HomePage
• To access Purchase Order functions within the SmartPDE mobile application, the applicable Operator Privileges will need to be enabled:
• Operator Maintenance 'Stock Control' Tab
• Purchasing & Receiving: "Create/Edit Purchase Orders" Flag
• Purchasing & Receiving: "Post Purchase Orders" Flag

Entering a Purchase Order

• Note: It is a good practice to retrieve the latest copy of the database before performing any stock operation within the SmartPDE Mobile App; this ensures the data integrity is maintained between the SmartPDE Mobile App and the local database in BackOffice
• For info on how to get a new database, please refer to this article

• To get started, login into the SmartPDE mobile app using a valid Operator ID
• Click on the "hamburger"-style icon on the top left of the application screen and click on the 'Purchase Order' option in the side menu
• This will open the Purchase Order home screen, proceed to select a Venue and Store to create a Purchase Order for
• Note: To enable Default Venue and Store, please refer here
• Also, select Supplier from the drop-down list provided which would be configured as per BackOffice configurations
• Note: The Operator can also view previous POs created and their status based on the selected Supplier
• This also depends on the General Settings
• Once the Venue, Store & Supplier are selected, click on the 'Add' button at the bottom to navigate to the Product Search page to add products to the Purchase Order

• Proceed and search for a desired product by typing the product name or by using mobile Barcode Scanner option at the bottom of the screen
• Note: To Add a Barcode or search a product using a barcode, please refer to this article
• Once the desired product is selected the Product Details page is opened
• Note: For more information on the Product Details page, please refer to  this article
• Proceed to add a quantity for the selected product in the 'Enter Qty' field within the Price Level card and click on 'Add to PO' button

• To add more Products to this Purchase Order, click on the 'Back' option on the top left corner and repeat the above steps to add more products
• To view all the Products added within the Purchase Order, click on the 'List' button on the bottom which brings up a modal pop-up window displaying all the products within that Purchase Order
• Note: To edit or delete an item, please refer to this article
• The Products that have been added with their respective Quantities are displayed
• Click on Add to add more Products to the Purchase Order
• Click on Done if you are happy with the items added
• Once the Operator clicks on Done, the app prompts with a Yes and No, Add More selection
• After a Yes selection, the Purchase Order is sent to the Send to Server screen
• Navigate to the Send to Server screen and send the newly created Purchase Order to the Server, i.e. BackOffice
• Note: For more information on Send to Server, please refer to  this article

Next Steps

• The newly created Purchase Order can be found within 'Stock Control' -> 'Purchasing & Receiving' in BackOffice
• The Purchase Order will need to be processed and posted from BackOffice
  
• Follow  this link for more on how to process Purchase Orders in BackOffice