Creating a Request through the Inventory Dashboard

Select New Request(s). This displays the Request wizard.

Enter a SKU.

Enter a Quantity and click Apply.

Click Next. This displays the Fulfillment Type form.

Select a Fulfillment Type, Purchase Order or Transfer.

• If you select Purchase Order see Creating a New Purchase Order for additional information.

  Creating a New Purchase Order

  To create a purchase order, you must first create a request for inventory. See About Inventory Requests.

  • From the Inventory Request Wizard, Fulfillment Type form, select Purchase Order.

    

    From this form, can view a list of distributors who supply the requested items by clicking View Common Distributors so you can compare costs and lead times.

    

    Click Close to return the Inventory Request Wizard.

  • Click Next. This displays the Select Distributor and Purchase Order form. Existing purchase orders are listed in the grid.

    

  • Create New Purchase Order - Use an Existing, Open Purchase Order -Select the desired distributor from the list. This displays the total cost and maximum lead time for the item. The total cost is the result of multiplying the unit cost by the number of items to be purchased. The maximum days lead time is the greatest number of days the distributor has to deliver the item upon receipt of a purchase order.

  • Select Create Purchase Order to generate a new purchase order as opposed to using an existing purchase order. Or select Use an Existing, Open Purchase Order and select an existing purchase order. The existing purchase order must be for the same distributor and have a status of Open. Note: To add an item to an existing purchase order, the new item must be able to be purchased from the distributor listed in the existing purchase order. That is, the distributor receiving the purchase order must also be associated with the item you want to add. Associating a distributor with a retail product (item) is done in the Product Catalog.

  • Click Finish. If you chose to create a new purchase order, the Add Inventory Purchase Order form is displayed.

    

    If you chose to use an existing purchase order,a confirmation message is displayed.

    Clicking Yes displays the Edit Inventory Purchase Order form.

    

  • Add/edit the reference number, if desired.

    At this point you can perform the following from the Actions button menu:

    • Submit for Approval - This action requires approve/reject permission. Open purchase orders may be submitted for approval via the Inventory Purchase Order Search Results or Pending Inventory Purchase Orders form. Right-click on the purchase order and select Submit for Approval.

      After the purchase order is submitted for approval, the status changes to Pending Approval.

    • Cancel - This Cancels the purchase order. Only purchase orders with a status of Open can be canceled.

  • Click Save. This updates the purchase order request in the system and closes the Edit Inventory Purchase Order form.

    You can now manage the purchase order from the Pending Inventory Requests and Pending Inventory Purchase Orders lists.

  See also:

  Finding Existing Purchase Orders

  Editing a Purchase Order

• If you select Transfer see Transfers for additional information.

Select View Common Distributors to view the Common Distributors form.

OR

Select View Dashboard to view the Inventory Dashboard.

Click Finish.