Purchase Order Module

Overview of the Purchase Order Module #

• The Purchase Orders Module streamlines the process of transitioning ordered items to your Quantity on Hand in Delta First.

Creating a New Purchase Order #

• Navigate to the Purchase Orders Module.
• Click on Create New Purchase Order.
• Enter the following details:
  • Vendor Name
  • Purchase Type: Choose from Normal, Order to Minimum, or Order to Maximum.
  • Reference Number (optional)
  • Products to be ordered
  • Quantity needed for each product

Finalizing Purchase Order Details #

• The cost will pre-populate, providing the total cost for the order.
• Enter any internal and external notes as needed.
• Review the grand total for both quantity and dollar amount.
• Click Finalize Purchase Order to confirm the order has been placed.

Managing Ordered Quantities #

• Go to the Product Catalog to verify the order:
  • Scroll to see that Quantity on Order reflects the amount ordered (e.g., 20 items).

Receiving the Purchase Order #

• To transfer the Quantity on Order to Quantity on Hand:
  • Click Receive in the Purchase Orders Module.
  • Confirm the quantities received are correct.
  • Review the grand total and click Receive.
  • A notification will confirm the order has been received.

Verifying Updated Inventory #

• Return to the Product Catalog for the specific product.
• Verify that the 20 items have moved from Quantity on Order to Quantity on Hand.
  • Example: Quantity on Hand updated from 140 to 160.

Conclusion #

• The Purchase Order Module ensures seamless tracking and management of inventory orders, simplifying the process of updating stock levels and maintaining accurate product counts.