Inventory Manager PO

Step

Action

1

In the Fields to View section of the filter criteria, check the Purchasing option to activate the quantity fields in your SKU results list.

2

Search for SKUs requiring inventory (i.e., backordered SKUs) in the Filter by SKU Information criteria box.

NOTE: You can also use the Backorder Report under Reporting > Report center > Backorder Report to identify backorder SKUs organized by order #  and SKUs.

3

For each SKU, locate quantity of backordered units under the Status column.

4

Enter the Quantity desired for each SKU into the Qty field for each SKU and click the Launch Purchasing Wizard.

5

Verify options for each section is correct as described in the steps below.

1. Verify Qty field amount is correct.

2. Verify the correct vendor has been selected. Apply any pricing volume or incentive discounts (Purchasing Level, Case Size, Incentives).

3. Verify template to be sent to vendor and the method in which to send it. Select either to send PO NOW or push it into the PO Queue.

4. Verify Shipping method and receiving warehouse are accurate.

5. Assign any terms or dates to the PO.

6

From the Action drop-down, choose one of the following options:

Send Now - the PO is transmitted to the vendor immediately.

Send to Purchase Order Queue - the PO is saved in the PO Queue for future release.

7

Click Next Step to review the SKU detail information for the PO.

8

Review the information and click the icon to make any necessary edits. Click Perform Actions button to process the PO.

9

The Fulfillment Summary identifies how many emails were sent to vendors and if any failed. Click Go to Purchase Order Manager to mange the PO.

10

Got to Manage Purchase Order process.