There are several ways to create orders, via api, edi, import or manually via the user interface. Below we will discuss the manual purchase order form and explain each field how to use it, where predefined data comes from, how certain fields are affected based on configuration and where this configuration is located.
There are two ways to find the Order create option:
- Navigate to [Orders] > [Create] and click [New purchase order]
- Double click on [Orders] to get the Orders overview and hover on the elipses top-right and click on [New purchase order]
Basics
Delivery Terms
A system pre-defined list that could be configured as a default by Order Type, Location, Destination through [Admin] > [Settings] > [shipping] > [Default delivery terms].
Customer Reference Number
An optional, but unique text field used as a reference. This field could only use duplicate values, if existig order(s) have been cancelled.
Purchase Order Number
A text field used as a reference.
Destination Location
A mandatory field that lists a predefined selection of all active locations, retrieved from [Admin] > [Warehouse] > [Locations] and the [Accessible by Accounts locations] (configured for each location separately), where the purchase order is to be received.
Vendor
An optional, pre-populated search and select drop-down, which takes the data from the [Vendor] overview.
Comments
Comments
A rezisable input text field for addtional remarks/comments related to the purchase order.
ORDER LINES
Basic
Product
A drop down to search & select products or packing material taken from [Products] or [Admin] > [Warehousing] > [Packing materials] respectively. Search by product number or packing material number, product ean / upc, product name or packing material name. Only products and packing material will be displayed in state published while expired or concept will not.