Purchase orders in Design Manager are Vendor orders for a Project which can be sent to a Vendor for order placement and/or used for order tracking and record keeping.
You can create a Purchase Order by going to the Purchase Order tab in your Project as outlined below and shown in the video above or you can create a Purchase Order directly from the Items tab in your Project. In the Items tab, you would select the Items you want to add to a Purchase Order by clicking in the box to the left of the Item and then selecting the Create button and selecting Purchase Order. From there you can jump to Step 5 below.
1. Find the Project you want to create a Purchase Order for and open it.
2. Click the Purchase Orders tab at the top under the Project name.
3. Click the + Add Purchase Orders button.
4. On the Add Purchase Order page, click on the + Add Components button. In the new window, select the Components you want to add to the Purchase Order by clicking in the box to the left of the Component. When you are finished selecting Components, click on the Save button. Note: If the Project doesn't have any Items or Components or the Component doesn’t have a Vendor listed, this window will be blank and you will need to add Items or add a Vendor to the Component. You can learn how to add Items here.
5. On the Add Purchase Order page, enter the Purchase Order information.
Date: You can select the date to show on the Purchase Order
Remove Component: You can remove a Component from the Purchase Order by clicking in the box to left of the Item and then click on the Remove Item button
Add Component: You can add more Components to the Purchase Order by clicking on the Add Component button
Note: If you need to edit a Component because the information showing is not correct, you'll need to Cancel out of making the Purchase Order and go to the Items tab and select the Item and then edit the Component.
6. When you are finished creating the Purchase Order click on the Save button in the top right or bottom right corner. In the new window, you will see the Purchase Order or orders you are creating for confirmation.
To confirm, click on the OK button. To go back and change the Purchase Order you are creating, click on the Cancel button. You can also add more information to the Purchase Order listed by clicking on the PO# and when you are finished entering this information, click on OK and you will go back to the Generated Purchase Order confirmation window.
Ship Via: You can add how you want the order to ship
Ship On or Before Date: You can add the date you want for shipping
Designer/Phone Ext.: This automatically enters the designer/employee associated with the Project and can be edited. If there is no designer/employee associated this will be left blank and you can add in the information
Verbal Order/Ref No.: You can enter an order number here
Override Special Instructions: This allows you to enter special instructions for this Purchase Order
9. On the Purchase Order page you can see the new Purchase Order listed. From this page you can:
View the Purchase Order: Click on PDF to see what the Purchase Order looks like
Edit a Purchase Order: Click on the Purchase Order number. To learn more about editing a Purchase Order click here
Modify Status: Select the Purchase Order by clicking in the box to the left of the Purchase Order and click on the Action button and select Modify Status
In this new window you canAck. Date: Enter the acknowledgement or Vendor order date
Ack. No: Enter the acknowledgement or Vendor order number
Close PO Manually: After Items/Components on PO have been paid in full and installed at Project, you can check this box to close the PO
Notes: You can add order notes.
Add more status information: Click on the Item/Component number and from here you can add more information
Update All: You can click this button to update all Components with more status information
When finished click on Update
Send a Purchase Order: Select the Purchase Order by clicking in the box to the left of the Purchase Order and click on the Actions button and select Send. This will open an email template that can be edited and to send the Purchase Order click on Send
Delete a purchase order: Select the Purchase Order by clicking in the box to the left of the Purchase Order and click on the Actions button and select Delete
Show Open Only: This toggle allows you to see only open Purchase Orders (On) or all open and closed Purchase Orders (Off)
Add a Purchase Order: Click on the + Add Purchase Order button
Add a Work Order: Click on the + Add Work Order