In this section you will learn:
Using the Create Order screen you can generate purchase orders for your pending shipments of retail items.
You will create one order for each vendor sale, and in the search field in the initial part of the screen you must first choose a vendor, and also have the ability to narrow it down by item category or type that you wish to display.
The "Hide Items above Reorder Threshold" button is for use when you do not wish to see all available items, only those who have set in PetPoint a specific minimum inventory.
What steps need to be done prior to Create Order?
Orders need items and vendors. Inventory - Advanced users and Administrators can add items on Manage Inventory, any user of PetPoint can add vendors on the Edit Agency screen.
Once you have found the items for the order, select them and one at a time fill in any edits you wish to make. Also decide on an Order Quantity for this particular item.
You may also take any notes on the item, or on the order itself. You must click Add to Order if you want this item on the list. A reference number for the order can be recorded too, if needed.
Creating an order can be done in advance of a purchase, during, or after. You may print the order for reference with the Order View Report. .
What steps need to be done after Create Order?
After using this screen to Create the Order, you will next want to read about the Receive Order and Edit Order functions.
In addition to order management, the following screens will allow Inventory Basic, Inventory Advanced and Administrator users in your group to track item information.
Last updated for SMS & Lite June 22, 2009 - Melissa Wainscott