Purchase Order Overview:
https://workdrive.zohopublic.com/embed/50rq4c953311f2b994f7784a3a26b29733bf5?toolbar=false
Creating Purchase Templates:
Select “Inventory”, “Purchases”, “Purchase Templates”, “+Purchase Order Template”
Type in the name of the Purchase Order and select a Vendor and add Inventory
Creating a Purchase Order:
Select “Purchase Orders”, “+Purchase Order”
Select the Vendor
Select “+Inventory Item”
Select the Inventory Item
After selecting the item, the rest will automatically calculate
After creating the Purchase Order select “Place Order”
Purchase Order Complete
Once the order arrives to your business select the green button under Purchase Orders
This will show you what you ordered. If information is correct select “Submit”
Items Received
Receive Inventory Item:
Select the “Receive Inventory Item” tab
Select the Inventory item received
This will autofill. Change the “Quantity” if needed. Then select “Save and Continue”
Prepare Sub Recipe:
Select “Prepare Sub Recipe” and add a Sub Recipe
Select “Save and Continue”
Viewing Received Logs:
Select “Received Logs” and select the appropriate Time Period and “Search”
Received Items Log
Viewing Purchase Invoice:
Select “Purchase Invoice”
