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