If you buy one or several parts from a Vendor, you can enter them into the system through the Purchase Order Browser. Here you can consult the steps.
1. Create the PO
First, you have to Click on New Purchase Order.
Then, a window will open where you can manually Add a New Part
Another option is to copy directly from a Work Order, a Sales Order, or a Part Number. This will establish a link between the module you select and the PO, making it easier to keep the traceability of the process. You have also the option to copy from another PO.
- To copy from a Work Order, you must type the WO number and then select it from the drop-down list. Afterward, choose the part you want to purchase and click on Copy. It works the same way if you want to Copy From a Sales Order or another Purchase Order.
- If you Copy From a Part Number, the system will display a list where you can select the PN you want. Probably you'll be looking for a determined PN, so it'll be easier for you to find it if you enter it in the Search bar.
After taking these steps, you just need to Save.
2. Receiving the parts
Once the order is created, you can Enter it in the 3-dot menu right next to it.
Finally, to Receive the parts, you have to go to the 3-dot menu and click on Receive.
You can either receive the parts one by one in the arrow next to them, or you can Receive All of them by clicking on the green button.
