Master Purchase Order

Step

Action

1

From the PO Builder enter the information for the PO as described below. Click Next button to continue.

Label: This is an internal reference name.

Vendor: Select vendor to purchase from.

Use Size Runs?: Identify whether to use size runs (reference size run setup). A Size Run designates quantities of specific product configurations associated to the parent Grid. If you do not use a Size Run, you will manually populate quantities for each SKU in your PO.

Location Hierarchy Type: Use the corresponding radio button to determine whether you are building a PO at the Chain, Region, District or Store level.

Receiving Type: Identify the location type that is to receive the inventory, this is typically either store or central distribution level.

2

The PO Information screen includes three sections:

1. General data that is not editable.

2. Location information which can be updated. The default is that all locations are selected, they can be deselected by unchecking individual locations or using the button below the list to deselect all.

3. The bottom section identifies various logistics information about the PO.

3

Click Update to save the information. Once updated, you can begin to add products to the PO.

4

Click the  icon next to Product ID to search and select products from the Product Picker.

5

Verify that your Vendor field reflects the PO vendor and click on Search button. Click on the product to add to the PO from the Search Results and the product is automatically added to the Product ID field.

6

Click on the Add Product button to add the selection to the PO. Continue to add products as needed.

7

The Batch Set Quantities window allows you to enter quantities for the sizes available. The action buttons provide the following options:

• If there is no Model Stock set for the product enter the desired quantity for each size. Click on the Set button and the assigned quantities are applied to each location.

• If there is Model Stock assigned, click on the Don't Set button.

• Click Cancel to exit this step.

Note: Quantities can be added in the final step by clicking on either the View Size Run or View Grid links.

8

The PO information screen is now organized into the following sections.

9

The buttons across the top of the PO Builder provide the following options:

• Save current PO to the Saved Purchase Order queue in the PO Builder screen.

• Create a New PO

• Generate print out of PO with products assigned per location

• Generate print out PO of total quantities

10

Expand the Purchase Order Summary section to view the details of the order for each location.

11

If you created PO with Size Runs, select one from the drop-down list. If no runs are available, you can create one by clicking the Create link.

12

You can perform other actions at this point for each location:

• Check the Model Stock (Create) box if you want to assign the entered quantities as Model Stock.

• Click on View Size Run or View GridView Size Run or View Grid to update quantities.

  Update Quantities

  1. Click on the View Grid/Size Run link for the location.
  2. Enter the new quantities in the size fields provided.
  3. Click on the Save button to submit changes or the Reset to clear the fields.
  4. The updated quantities are now save for that location.

  

• Click on View Inventory Level to review current stock levels.

13

Click Create Purchase Order at the bottom of the screen once all your products have been added.

14

The system prompts you to confirm the PO creation. Click OK and the PO moves into the Purchase Order Manager.

Step

Action

1

Click on the desired Master PO# link.

2

The PO Builder displays allowing you to make any necessary adjustments to the PO.

• Add product

• Update quantities per location

• Restore previous version of PO if changes were made

3

Once all changes have been made, click on the Rebuild button to process the Master PO.

4

The system prompts you to verify rebuild. Click OK to transmit the PO.