Table of Contents
Create a New Purchase Order
Navigate to: Parts > Management > Purchase Orders
Inside the Primary Grid:
- Click [New] in the Action Ribbon.
Within the Purchase Orders screen:
- Input a Description, if appropriate.
- Input the Vendor Number or 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.
- Input the P/O Account or click the magnifying glass to open the Account Number Search window.
- Inside the Account Number Search grid, Filter/Sort and select the Account Number.
- Input the Discount Account or click the magnifying glass to open the Account Number Search window.
- Inside the Account Number Search grid, Filter/Sort and select the Account Number.
- Input the Invoice #, if appropriate.
Adding Parts
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Scroll to the bottom of the Purchase Order -
Click the [Add] to input the Description, Quantity, Net Price and Account, if applicable.
- Click [Save] in the Action Ribbon.
Adding Stock #'s
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Click [Add] and enter a Stock # to generate the Browse Stock Numbers screen.
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If a Stock # does not populate, select the X button in the browse window.
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A "Vehicle Not Found" notification appears, but the Stock number remains.
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Click Save in the Action Ribbon.
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Add multiple Stock numbers by clicking [Add] to enter each number.
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Delete Stock # by selecting the [ X ] button in the Stock # field.
Print a Purchase Order
Navigate to: Parts > Management > Purchase Orders
Inside the Primary Grid:
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Filter/Sort the Primary Grid to locate the Purchase Order.
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Select the Purchase Order by clicking on the corresponding line.
Within the Purchase Orders screen:
Click [Print] in the Action Ribbon. A new browser tab will open, displaying the Purchase Order.
Void a Purchase Order
Navigate to: Parts > Management > Purchase Orders
Inside the Primary Grid:
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Filter/Sort the Primary Grid to locate the Purchase Order.
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Select the Purchase Order by clicking on the corresponding line.
Within the Purchase Orders screen:
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Click [Void] in the Action Ribbon.
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Within the Purchase Order window, select [Yes] to void the Purchase Order.
Change Ship To
Navigate to: Parts > Management > Purchase Orders
Inside the Primary Grid:
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Filter/Sort the Primary Grid to locate the Purchase Order.
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Select the Purchase Order by clicking on the corresponding line.
Within the Purchase Orders screen:
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Click [Ship To] in the Action Ribbon.
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Within the Ship to Address window, make applicable edits as needed.
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Click [OK].
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Click [Save] in the Action Ribbon.
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