INTERNAL - Bepoz Help Guides

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INTERNAL - Bepoz Help Guides

End-User | Stock Control

Purchasing & Receiving

10 | Using a Template for P.O. Creation

This article covers how to Create and Post a new Purchase Order using a P.O. Template after one has been created and saved. Using a P.O. Template To use the Copy an Existing option, the Supplier must have the Prompt for Existing P.O.

This article covers how to Create and Post a new Purchase Order using a P.O. Template after one has been created and saved.

Using a P.O. Template

To use the Copy an Existing option, the Supplier must have the Prompt for Existing P.O. & Receipt flag enabled

This will allow for creating a Purchase Order based on past, existing Purchase Orders
Use this method if the same exact quantities are ordered frequently or to use a PO Template

Run BackOffice and Log In
From the Stock Control menu, select Purchasing and Receiving
Choose the corresponding Venue from the drop-down selection
Click on the New Purchase Order button
A Supplier List will appear; select the desired Supplier

After selecting a Supplier, the below screen will be displayed

Select the "Copy an Existing" option
A window will open which will display existing Purchase Orders and Receipts to copy
To select a Template instead, enable the "Show Templates" flag
Select the desired P.O. Template to generate a new Purchase Order which will be an exact match of Products and Quantities on the Template

To adjust quantities to be ordered, double-click on a Product and edit the Ordered Details
To add additional Product, select the Add New Item button
Make any other desired changes such as Delivery Date, Stock Apply Date, etc.
When satisfied with the P.O., select Post Purchase Order