Creating a Purchase Order
There are two ways to create a Purchase Order in Stockroom:
Directly from Purchase Orders tab
Want List
In either case, you can enter and identify the following:
Supplier: the company from which the product is ordered
Status:
Draft – still in the process of creating the purchase order (PO)
Receiving – receiving inventory for the purchase order (PO)
Partially Received – received partial amounts of inventory for the purchase order (PO)
Received – finalized and completed purchase order (PO)
Received date: the date that the stock is expected to be received from the supplier
Notes: an empty text box for any additional notes
Once a Purchase Order (PO) is started, Instinct assigns a sequential number to each PO. However, users can create, modify, and update the PO number. Each PO number must be unique and previously used PO numbers cannot be reused.
You can search for products that have been enrolled in the Admin section of Stockroom to add to the PO. Once an item has been entered, you will see the quantity on hand (QOH). You can then add the order quantity which will calculate the buying cost and total. If the buying cost needs to be updated, it can be done at the time of placing a Purchase Order (PO).
If you need to remove any products from the Purchase Order (PO), you can do this by selecting the 3-dot menu to the far right of the product and select delete.
Stockroom saves your work on the Purchase Order (PO) automatically as you add or remove items. This allows you to freely navigate to other areas in Stockroom without worrying about losing any progress on your Purchase Order.
If needed, you can also print the Purchase Order (PO) using the 3-dot menu in the upper right hand corner and selecting Print.
Additionally, you can search for any products within the Purchase Order (PO) by using the magnify glass in the upper right hand corner.
