Inventory | Purchase Orders
Inventory | Purchase Orders
This screen allows you to create purchase orders. It stores past purchase orders to review and receive items when the order comes in.
Vendor – Select a vendor name from this drop-down list to attach to the order. See section Maintenance | Vendors for more information on creating Vendors.
Purchase Order Number – The number assigned to the purchase order by CSM when it was created.
Order Date – Select a date from the Calendar icon or enter in a date to view.
Order Total – This is the monetary total based on the Item Quantity multiplied by the Item Cost.
Note: Inventory Items selected must have a Cost entered. See section Inventory Maintenance above from more information on entering an item Cost.
Received Total – The amount received into Inventory.
Last Recvd – This is the date items from the Purchase Order were last received on.
Open Total – This is the remaining monetary total based on the items ordered in the Purchase Order.
Vendors – This is a shortcut to the Vendors Maintenance screen.
Inventory – This is a shortcut to the Inventory Maintenance screen.
Printer icon – Select this to print the Purchase Order.
New PO – Select this to create a new Purchase Order.Change PO – Select this to make changes to an existing Purchase Order.
- Press F5 or click here to add item – This is how you browse to an Inventory item to select it as part of the Purchase Order.
- Press F6 or click here to order recommended items – This will show Inventory items with low quantities for a specific Vendor.
- Save – Select this to save any changes.
- Cancel – Select this to exit the screen without saving changes.
Receive PO – Select this to receive items into Inventory ordered on the selected Purchase Order.
Delete PO – Select this to delete a Purchase Order.
Close – Select this to exit the Purchase Order screen.
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