Order Item

Order Item allows you to place the current item on an existing pre-purchase order or to create a new pre-purchase order to place the item on.
For more information on pre-POs and the purchase order process, see Purchase Orders | Create PO.
 
Upon clicking Order Item, a list of existing pre-POs for the item's primary vendor is displayed.
Order Item
If there is only one existing pre-PO for the item's primary vendor, that pre-PO is automatically opened.  From the Order Item screen, you can choose to place the item on a new pre-PO by clicking New PO.
Order Item
1

New PO

1. New PO
Clicking New PO creates a new pre-PO for the item under the primary vendor.  The new pre-PO is available to view on the desktop immediately upon saving.
2

Select PO

2. Select PO
To add the item to an existing PO, click on the PO to add it to, and ensure the correct PO is highlighted orange.  Then, click Select PO.
Order Item
 
 
 
The Order Item screen opens.
Order Item
1

PO and Item Information

1. PO and Item Information
The date the PO was created, PO number and vendor, item description, and item ID and UPC are shown.
If New PO was selected, the New PO button is not available, and the pre-PO is identified as a new pre-PO.
Order Item
2

New PO

2. New PO
Click New PO to create a new pre-PO on which to place the item instead of the currently selected existing PO.
3

Item Controls

3. Item Controls
The Special Order and Not Available options are displayed only if checked in the item's inventory file.
These fields cannot be edited from the Order Item screen.  You can edit them from the MFG/Edit tab.
4

Order Quantity

4. Order Quantity
Use the arrow buttons to increase or decrease the order quantity or click inside the number field and type the quantity.
5

Delete Item

5. Delete Item
This allows you to delete the item from the selected PO.
6

Order

6. Order
Once you are satisfied with your entries, click Order to place the item on the pre-PO.  You can make changes to the pre-PO at any time by going to PO | Modify PO.
7

Quantities and Cost

7. Quantities and Cost
This displays current item quantities, order quantities, and cost information.
8

Last Sold

8. Last Sold
The date on which the item was last sold is shown.
9

Sales History

9. Sales History
Click Sales History to view the item's sales history and QSP.
For more information on the sales history, see Sales Tab.