2 | SmartPDE Create a Purchase Order

This article covers a step-by-step guide to creating a Purchase Order on SmartPDE. Overview  This lesson provides a guide for Creating a Purchase Order via SmartPDE Prerequisites  N/A How-To Guide After selecting the Create P.O. button the system will prompt to select a Venue Select a Venue to continue or select Cancel to cancel the selection Next, enter an Operator Number After entering an Operator Number the Create P.O.

This article covers a step-by-step guide to creating a Purchase Order on SmartPDE.

Overview 

• This lesson provides a guide for Creating a Purchase Order via SmartPDE

Prerequisites 

N/A

How-To Guide

• After selecting the Create P.O. button the system will prompt to select a Venue

• Select a Venue to continue or select Cancel to cancel the selection
• Next, enter an Operator Number

• After entering an Operator Number the Create P.O. Screen will appear
  

• To add a Product to the Purchase Order, you can scan a Product Barcode if a scanner is attached to the computer/tablet
• Alternatively, select the Search Product button

Delete All

• This button will allow for deletion of the entire Purchase Order
• After selecting, a window with the message, 'You have selected to Delete all * Entries. Do you want to continue?' will appear
  

• Select Yes to Proceed or No to Cancel deletion
• After a Yes selection, a Manager's Operator Number will need to be entered to proceed with the deletion
  

• A window will confirm that a Manager Code has been entered
  
• Another window will prompt 'Done'

• Select OK to continue and return back to the main menu screen

Clear Item

• Selecting this button will allow for Clearing a line Item from the P.O.
• To clear a line item, select a Product from the list and select the Clear Item button
  
• A window will appear to confirm the item selected is going to be removed from the Requisition
  

• Select YES to remove the item or select NO to cancel the removal of the item

• Notice that the Cleared item is in red
• The Product can be Un-Cleared by selecting Change Item

Change Item

• Selecting this button will allow for changing the Quantity Amount requested of a Product
  
• To change a Quantity Amount, highlight the desired Product and select the Change Item button
• A window will appear to allow for changing the requested amount

• Enter the desired amount and select OK

Search Product

• A Product can be manually added to the Requisition by selecting the Search Product button
• The system will prompt a Product Selection screen

• After selecting a Product Group from the Group column, a list will populate in the Name column

• Select a Product to continue with adding it to the Purchase Order
  
• The system will prompt for entering a Quantity; enter an amount and select OK

Send & Exit

• Selecting the Send & Exit button will send all changes to the Server and exit the P.O. screen
• A window will appear with a message, 'Do you want to transmit these *** entries to the Server Now?'
  

• Select YES to Continue or select NO to Cancel
• After selecting Yes, another window will appear with a Confirmation and Transaction ID number
• Select OK to continue and return back to the main menu screen