Navigate to: Parts > Management > Parts Orders
Inside the Primary Grid:
- Click [New] in the Action Ribbon.
- Input the Vendor Number, Vendor
Name and press Enter, or click the magnifying glass to open the Vendor Search window. - Inside the Vendor Search grid, Filter/Sort and select the Vendor.
- Click [Create].
- Use the system-generated Parts Order Number or click in the Parts Order Number field and edit, as needed.
- Click in the Description field and edit, as needed.
- Click [Add Parts] and input the part number.
- Press [Tab] to input the Quantity to order.
- Click [Save] in the Action Ribbon.
Adding a Special Orders:
- In the Actions column, click the field and select Add SO Parts.
- When the Special-Order Quantity window appears, select the parts you want to add to the order
Complete Order:
Navigate to the top of the Action Ribbon.
- Place Order: Sends order to OEM or Internal.
- Finish Order: This is for when you have the parts in hand. This will place, post, and receive the order all in one step.
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