Purchase Orders

The Create PO screen can be opened from the home page > Inventory > Purchase Order > New Order

Or from the menu > Inventory > Stock Purchase order > Create new order

Create PO

- Purchase Order landing page

Click the New Order link in the Purchase Order screen. The New PO screen displays. Select the vendor/Supplier, enter the vendor invoice number if available (optional), and the rest of the fields are auto populated. Then click Save.

Create PO screen

MT-POS Create PO screen

Screen Data Elements -

The billing and shipping sections are auto populated

Elements	Type	Action
PO No.	Alphanumeric	Enter PO reference, auto populated when not entered.
PO Date	Date	PO Date – select from calendar if required
Vendor/Supplier	box	Type the first 3 letters of the supplier’s name (in MT-POS, this is the distribution center or vendor), and then select the supplier
Terms	Select from list	Select the Payment Terms
Vendor Order	Alphanumeric	Type the Vendor Sales Order Number, if available
Vendor Invoice	Alphanumeric	Vendor Invoice Number, if available
Bill to Store	text	Store name
Bill to Address	Text	Store billing Address
Email	Text	Store Email
Phone	Numeric	Store Phone
Ship to Store	Numeric	Store name
Ship to Address	Text	Store shipping Address
Phone	Numeric	Store Phone
Ship By	Select from list	Select shipping method
Save	button	Click to save and continue

Scan an item or enter the SKU manually. Enter the quantity and the price per item (optional), and then click Add Item.

Both serialized and non-serialized products can be entered in the same purchase order. When done, Click Finish.

MT-POS – PO screen

mPOS – PO screen

You can add items to the order by using the catalog. Access to the Add Items to Order screen is from the PO screen, list icon (near the Item ID box).

Add items to order

PO Add items to order screen

Screen Data Elements

Elements	Type	Action
Source	Select from list	Select the source for the product filter, for example, Master Catalog or Suggested Items
SKU or Description	Box	Type partial SKU or partial description
Category	Select from list	You can select the main category as well as subcategory 1,2,3
Show items from all suppliers	Checkbox	Check-mark so display items from all suppliers (not only the selected supplier in PO)
Apply Filter	Button	Filters the search according to selected criteria
Matching product	List	List of matching search results
Product (description)	Link	Link to the catalog definition page
Item ID number	Read-only	number
Quantity In Stock	Read-only	Quantity on hand at the store
Cost Per Item	Box	Enter the cost price per item
Quantity To Add	+/- icons	Type the quantity or click the +/- icons
Add	Button	Click to add the product to the PO
Return to Order	Button	Return to the PO

Items added to PO

In the Finish panel, select between Save and Continue Later, Submit for Approval, Approve the PO now, or Approve and Receive now. Once the option is selected, click Finish.

PO – Finish panel

PO finish panel

Screen Data Elements

Elements	Type	Action
Show Less/Show More	Link	Click to hide/unhide some of the information
Document No	Read-only	MicroTelecom Internal Reference number of the PO
PO Date	Date	PO Date – select from calendar if required
Vendor/Supplier	Box	Type the first 3 letters of the supplier’s name and then select the supplier (in MT-POS, this is the distribution center or vendor)
Terms	Select from list	Select the Payment Terms
Vendor Order	Alphanumeric	Type the Vendor Sales Order Number
Vendor Invoice	Alphanumeric	Vendor Invoice Number
User Information
Created By	Read-only	User ID who created the PO
Approved By	Read-only	User who approved the PO
Created ON	Read-only	Date and time PO was created
Billing and Shipping
Bill to Store	text	Store name
Bill to Address	Text	Store billing Address
Email	Text	Store Email
Phone	Numeric	Store Phone
Ship to Store	Numeric	Store name
Ship to Address	Text	Store shipping Address
Phone	Numeric	Store Phone
Ship By	Select from list	Select shipping method
Item ID	Box	Enter the Item ID (SKU)
Menu	Icon	Click to open the catalog to search for and select the product
Quantity	Box	Enter the quantity
Price	Money	Enter the price per item
Add Item	button	Click to add the item to the PO
Item ID	Read-only	Product SKU
Item Description	Read-only	Product description
Price	Read-only	Product cost
Quantity Ordered	Read-only	Quantity ordered
Quantity Received	Read-only	Quantity received
Action	Menu	Click the menu icon to open the menu
Remove	Menu option	Remove the product from the PO
Modify	Menu option	Modify item description, price, and quantity
VOID	Button	Void the PO
Finish	Button	Go to the Finish panel
Finish panel
Print Note	Alphanumeric	Type a note to be printed with the PO
House Note	Alphanumeric	Type a house note (not printed)
Save and continue editing this purchase order later	Button	Save; continue editing this purchase order later
Purchase order looks good, submit it for approval	Button	Submit the PO for approval
Approve this purchase order now, it will be received later	Button	Approve this purchase order now
Approve and receive this purchase order now	Button	Approve and receive this purchase order now
Print	Button	Print the PO (on iPad download a PDF file)
Finish	Button	Finish the process