V9 - Generating purchase orders from the Reorder report

 

SOS Inventory allows you to generate purchase orders directly from the Reorder report, enabling you to quickly create purchase orders (POs) for the items you need.

 

Only those items with an assigned preferred vendor will be included in generated purchase orders. The purchase cost of the items on the generated PO comes from the item record.

 

Use these steps to generate purchase orders:

 

  1. Go to the Reorder report (Operations > Reports > Purchasing > Reorder report).
     
  2. Choose your Filters, Options, and Columns. Note the following:
    1. Set the Location field in the Filters section to All or a single location.
    2. It is recommended to include Vendor in the list of Columns to display. This will add each item's preferred vendor, if it is specified in the item definition.
       
  3. Under Retrieve your report, select Display.
     
  4. On the displayed report, place a check in the box of any item you wish to include on a purchase order—or select the box in the header row to check all boxes on the page.

    The Generate PO feature on the Reorder Report.
     
    1. Remember: Generate POs can be used only for items that have a preferred vendor displayed in the report. If you check the box for an item that has no preferred vendor listed, SOS will ignore that item.
    2. Once you have at least one box selected, the Generate POs option will be enabled.
       
  5. Select Generate POs. If you have the same vendor for multiple items, SOS will combine them into a single purchase order.
     
  6. After generation, the purchase orders will be added to the Purchase orders list (Operations > Purchasing > Purchase orders). System-generated purchase orders will have the phrase, Generated by SOS Inventory on [date] in the Comments column.
    1. Check each purchase order to ensure that items you want to reorder have been added. Edit the purchase orders as needed.
    2. Email the purchase orders to your vendors.