PO

PO - Searching Purchase Orders
Back Step     Action  1.         Select {Inventory} and then select the PO tab.    2.         The search criteria that can be used include: Field Action PO Number Enter in the full or p...
Mon, 12 Apr, 2021 at 12:36 PM
PO - Creating a New Purchase Order
Back Step     Action   1.       Select Inventory and then select PO tab.   2.       On the PO tab, select {New} under PO. A New PO page will open.              Note: A PO may also be created ...
Mon, 12 Apr, 2021 at 12:32 PM
PO - Stocks
Back Before stock can be added, a purchase order (PO) must first be created (See PO - Creating a Purchase Order). Stock can then be added to a purchase order per stock or per item.  The reord...
Wed, 14 Apr, 2021 at 4:06 PM
PO - Supplies
Back A Supply is a provision or piece of equipment needed in the production of items/products. Examples of supplies: ink, coil binding, grommets, banner stands, shrink wrap, etc.   Adding...
Wed, 14 Apr, 2021 at 4:10 PM
PO - Deleting Purchase Orders
Back Step      Action   1.       Select {Inventory} and then select the PO tab.   2.       Select entries under PO to be deleted by checking boxes on the left-hand              side. All entr...
Mon, 12 Apr, 2021 at 12:35 PM
PO - Editing Purchase Orders
Back Note: If a Purchase Order has 'Received' status, the stocks and supplies cannot be edited. The status would need to be changed back to pending, sent or received partial before editi...
Mon, 12 Apr, 2021 at 12:34 PM
PO - Printing PO
Back To Print a PO: Step      Action   1.        From the Purchase Order view page, hover over the actions menu and select {Print               Invoice} from the drop-down. The PDF file will o...
Thu, 29 Apr, 2021 at 2:00 PM
PO - Emailing PO
Back To Email a PO: Step      Action   1.        From the Purchase Order view page, hover over the actions menu and select {Print               Email} from the drop-down. The Email modal will ...
Thu, 29 Apr, 2021 at 1:59 PM
Purchase Order - Exporting a Purchase Order
Back Exporting a purchase order is similar to exporting other data out of DocketManager. How to Export Purchase Orders Step     Action    1.      Select {Inventory} on the navigation menu a...
Mon, 31 May, 2021 at 10:13 AM
Purchase Order - Details
Back You can edit the details of a Purchase Order by clicking on the Edit Pencil next to the name in Inventory > PO tab.    This will take you to the PO edit screen. Here you can edit the f...
Mon, 31 May, 2021 at 10:13 AM