Adding / Modifying PO Items

Owned by Stephanie Pepper (e-manage|ONE)
Last updated: Jun 19, 2024
4 min read

In the View/Modify PO module, you can make several changes to your Purchase Orders. Below are some of the actions you can take:

Moving Items to a New or Existing PO

There may be instances where you need to move line items to a new or existing PO for ordering purposes. Refer here for instructions on how to move line items easily.

Zero Cost on Selected

Use this option located in the top toolbar to zero out the cost on an entire Purchase Order or on selected line items. This can be useful if you are working directly with the manufacturer (Direct Bills) and do not expect to receive a Vendor Bill, or you are expecting to receive a Dealer Service Fee. Keep in mind how these changes affect the overall P&L and commissions. Access to this feature should be restricted to authorized personnel.

Delete Selected PO’s

If necessary, you can completely delete a Purchase Order. Deleting a PO clears the POID, ensuring that future POs will only include items not connected to a POID in the BOM meaning when you proceed to create POs in the future it will only create what has not been generated onto an existing Purchase Order.

Send PO On / Issued On Dates

You can adjust these dates in the top toolbar by highlighting the PO and selecting the correct date. Adjusting the “Send PO On” date will place the PO in the "PO’s to Be Issued to Vendor" section until an “Issued On Date” is marked. The “Issued On Date” auto-fills when the PO is printed/sent and “Yes” is selected to verify you are issuing the PO today.

Right Panel Adjustments to Other Purchase Order Settings

In the upper right corner of the Purchase Order module, you can adjust:

  • Ship To Address

  • Special Instructions

  • Mark For (Tagging)

  • Order Connection for Proper Costing

Use the scroll bar to view all adjustable items. Use the builders to create text templates for repeated use. To change the Ship To address, use the drop-down field to begin typing to search existing companies to replace the PO Ship To Label.

Double Click to Edit Purchase Order Details

Double-click on a Purchase Order in the upper area to adjust:

  • Vendor

  • Requested Ship Date

  • Sent Date

  • Estimated Totals

  • Commissionable Cost

  • Option to Apply to Commissions

  • Special Instructions

  • Mark For (Tagging)

Actual Totals will automatically pull from the Payables entered against the Order and show in the lower portion of the screen. The “Apply to Commissions” option defaults based on the Product Type dropdown settings in the Administrator.

Changes Directly in the Grid

You can make several changes within the grids in the upper and lower sections of this screen, such as adjusting the quantity on the line-item level. Almost every field can be made editable if desired. Further information is available on how to create editable fields here.

New / Edit Item Tab

Double-click on a line item in the PO module to access the New / Edit Item tab. Here, you can make changes to the description, part number, cost, etc. You can also select the “New” button to manually add a line to the PO. Additional instructions are available for using this tab effectively here.

By utilizing these features, you can efficiently manage and modify Purchase Orders to meet your project needs.