V9 - Generating purchase orders from the Reorder list

 

When you are ready to place an order for the items on the Reorder list (Operations > Purchasing > Reorder list), you can streamline your work by having SOS generate purchase orders (POs) for you.

 

Here is what you need to do:

 

  1. For each item on the Reorder list, open the item for editing. Confirm or edit the Item, Location, Quantity, Vendor, Vendor part number, and Unit price. Then Save and close.
     
    edit_noteNOTE: To generate purchase orders, a vendor MUST be specified in the entry of each item you want to reorder. The system will not generate a purchase order for any item that does not have a vendor specified. 
  2. On the Reorders list, place a check in the box to the left of each item you wish to order—or check the box in the header column to select all items on that page.
     
  3. On the Batch actions dropdown list, select Generate purchase orders, as shown below.

    Use the Reorder list's batch action, "Generate purchase orders," to create POs for items you need to reorder.
     
  4. A Generate purchase orders pop-up window will appear. Select the Purchase order date, then click Generate.
     
  5. After generation:
    1. The POs will appear on the Purchase orders list.
      1. The generated purchase orders will have the phrase Generated by SOS Inventory on [date] in the Comments column.
      2. Check each purchase order for accuracy and edit, if needed.
      3. Purchase orders created from the Generate purchase orders batch action are NOT emailed to vendors automatically. Use the Email action to send purchase orders to vendors. 
    2. The system will remove from the Reorder list all items successfully added to generated POs.