{"id":160,"date":"2022-11-05T13:43:45","date_gmt":"2022-11-05T13:43:45","guid":{"rendered":"https:\/\/stoneedge.com\/kb\/?post_type=ht_kb&#038;p=160"},"modified":"2024-03-07T15:14:10","modified_gmt":"2024-03-07T15:14:10","slug":"creating-purchase-orders","status":"publish","type":"ht_kb","link":"https:\/\/stoneedge.com\/kb\/articles\/creating-purchase-orders\/","title":{"rendered":"Creating Purchase Orders"},"content":{"rendered":"<h2>Overview<\/h2>\n<ul>\n<li class=\"BulletedList\"><span style=\"font-size: small;\">SEOM<\/span>\u00a0can create purchase orders (POs) to re-stock your inventory.<\/li>\n<li class=\"BulletedList\">You can receive new inventory against a\u00a0<span style=\"font-size: small;\">SEOM<\/span>\u00a0Purchase Order when it arrives. Supplier invoices can also be tracked by\u00a0<span style=\"font-size: small;\">SEOM<\/span>.<\/li>\n<li class=\"BulletedList\">POs can be created manually, or semi-automatically by the program (requires limited human intervention). If you create POs manually, you can either select items individually or use the multi-select tool to select multiple items from a single screen.<\/li>\n<\/ul>\n<h2>Best Practice<\/h2>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li class=\"BulletedList\">Do not create purchase orders on more than one workstation at the same time.<\/li>\n<li class=\"BulletedList\">Do not leave &#8220;saved&#8221; purchase order work for long periods of time. Return to them and create the purchase order as soon as possible.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2>Ways to Create Purchase Orders<\/h2>\n<h3>Viewing Existing Purchase Orders<\/h3>\n<ol>\n<li class=\"NumberedList\">To open the\u00a0Purchase Orders\u00a0screen, go to\u00a0Main Menu&gt;Manage My Inventory&gt;Manage My Purchase Orders.<\/li>\n<li class=\"NumberedList\">When the Purchase Orders screen first opens, it does not display existing purchase orders, but instead lists several common actions related to Purchase Orders.<\/li>\n<li class=\"NumberedList\">Select either\u00a0Find PO\u00a0or\u00a0Find &amp; Select a PO\u00a0in the Accordion.<\/li>\n<\/ol>\n<ol start=\"4\">\n<li class=\"NumberedList\">Select\u00a0Clear Search Form\u00a0to view all purchase orders in the system or enter criteria in the other fields on the screen to filter the list of purchase orders.\u00a0<span style=\"color: black; font-size: small;\">For example, enter a single purchase order number or a range of numbers in the<\/span>\u00a0<span style=\"color: black; font-size: small;\">From<\/span>\u00a0<span style=\"color: black; font-size: small;\">and<\/span>\u00a0<span style=\"color: black; font-size: small;\">Thru<\/span>\u00a0<span style=\"color: black; font-size: small;\">fields on the<\/span>\u00a0<span style=\"color: black; font-size: small;\">PO#<\/span>\u00a0<span style=\"color: black; font-size: small;\">line.<\/span><\/li>\n<li class=\"NumberedList\">Select\u00a0Begin Search. To remove the filter, select\u00a0Clear Search Form.<\/li>\n<li class=\"NumberedList\">Select a purchase order in the list and click View PO to see its details. Double-clicking in the fields of a purchase order in the list opens it in detailed view as well.<\/li>\n<\/ol>\n<h3>Creating POs Automatically<\/h3>\n<ul>\n<li class=\"BulletedList\"><span style=\"font-size: small;\">SEOM<\/span> can create new purchase orders automatically for a single supplier or all suppliers based on the criteria you provide.<\/li>\n<li class=\"BulletedList\">If you select\u00a0All Suppliers, the program creates a separate PO for each supplier and displays the items and quantities to be ordered. You can then review and modify the data prior to actually creating and sending the purchase orders.<\/li>\n<li class=\"BulletedList\">The automatic PO process only works for products that have a &#8220;primary supplier&#8221; designated on their product inventory record in\u00a0<span style=\"font-size: small;\">SEOM<\/span>. Products without a &#8220;primary supplier&#8221; can only be added to purchase orders manually.<\/li>\n<li class=\"BulletedList\">The program reviews the following factors for each product when generating Purchase Orders:\n<ol>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>Quantity on Hand<\/li>\n<li>Quantity needed for any un-filled orders<\/li>\n<li>Quantity already ordered from your suppliers, but not yet received<\/li>\n<li>Minimum order quantity and other purchasing rules<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<\/li>\n<\/ul>\n<h3>PO Calculation Methods<\/h3>\n<ul>\n<li class=\"BulletedList\">The program provides three methods for calculating the quantities to order for each product.<\/li>\n<li class=\"BulletedList\">Each method uses values you specify on the product&#8217;s inventory record to perform their calculations.<\/li>\n<li class=\"BulletedList\">The Inventory screen changes to display the fields required for the selected calculation method.<\/li>\n<li class=\"BulletedList\">Whichever method you use, the\u00a0Create POs Automatically\u00a0function allows you to edit and add items to the generated purchase orders prior to sending them to suppliers.<\/li>\n<\/ul>\n<h4>Target Quantity<\/h4>\n<ul>\n<li class=\"BulletedList\">Displays the\u00a0Target Qty.\u00a0field on the inventory record, which is the quantity you wish to have in stock at all times.<\/li>\n<li class=\"BulletedList\">For example, if you want 10 pieces of an item on the shelf at all times and you sell 2 pieces so there are now 8 pieces on the shelf, the purchase order system automatically reorders 2 pieces to return the stock level to 10.<\/li>\n<\/ul>\n<h4>Order Quantity<\/h4>\n<ul>\n<li class=\"BulletedList\">Displays the\u00a0Reorder Qty\u00a0field on the inventory record, which\u00a0is the number of pieces to order automatically when an item reaches or drops below its\u00a0Reorder Point.<\/li>\n<li class=\"BulletedList\">Displays the\u00a0Reorder Point\u00a0field on the inventory record, which is the number of units currently in stock at which the program triggers an order for the product&#8217;s\u00a0Reorder Qty<\/li>\n<li class=\"BulletedList\">For example, if an item reaches or drops below its reorder point of 2 (there are 3 pieces on the shelf and you sell 1), the system orders the reorder quantity or the number of pieces on backorder, whichever is greater.<\/li>\n<\/ul>\n<h4>Delayed Target<\/h4>\n<ul>\n<li class=\"BulletedList\">Displays the\u00a0Target Qty.\u00a0and\u00a0Reorder Point\u00a0fields on the inventory record.<\/li>\n<li class=\"BulletedList\">The Delayed Target setting works similarly to the Target Quantity setting except that the system does not place an order until the inventory level drops below the\u00a0Reorder Point.<\/li>\n<li class=\"BulletedList\">For example, if your Reorder Point is 2, your Target Qty. is 10 and you sell 2 pieces leaving 8 pieces on the shelf, the purchase order system does not place an order for the product until the inventory level reaches 2, in which case it orders 8 pieces to return the stock level to 10.<\/li>\n<\/ul>\n<h3>Select the PO Calculation Method<\/h3>\n<ol>\n<li class=\"NumberedList\">Go to\u00a0Main Menu&gt;Settings&gt;System Functions&gt;Set System Parameters.<\/li>\n<li class=\"NumberedList\">In the\u00a0Parameter Group\u00a0box, select\u00a0Purchase Orders.<\/li>\n<li class=\"NumberedList\">Select\u00a0POCalcMethod\u00a0from\u00a0Parameters in Selected Group.<\/li>\n<li class=\"NumberedList\">Select Order Quantity, Target Quantity, or Delayed Target.<\/li>\n<li class=\"NumberedList\">Select\u00a0Save.<\/li>\n<\/ol>\n<h3>Purchasing in Lots<\/h3>\n<ul>\n<li class=\"BulletedList\">If you have items in your inventory that you purchase from your supplier as a &#8220;lot&#8221;, then you must set\u00a0Supplier Purchasing Rules\u00a0before\u00a0<span style=\"font-size: small;\">SEOM<\/span>\u00a0can correctly generate a purchase order and track inventory for lot items.<\/li>\n<li class=\"BulletedList\">\n<p class=\"Note\">You may have already defined your lot items when you imported your inventory during program setup or else entered it when individual items were manually entered.<\/p>\n<\/li>\n<\/ul>\n<h3>Review purchasing information for individual products<\/h3>\n<ol>\n<li class=\"NumberedList\">Go\u00a0Main Menu&gt;Manage My Inventory&gt;View &amp; Manage My Inventory.<\/li>\n<li class=\"NumberedList\">Scroll through the records using the\u00a0Record:\u00a0navigational arrows or\u00a0Search\u00a0for specific product records.<\/li>\n<li class=\"NumberedList\">Select the\u00a0Suppliers\u00a0tab.<\/li>\n<li class=\"NumberedList\">To make changes to the information in the\u00a0Supplier&#8217;s Purchase Rules\u00a0section of the screen, select\u00a0Edit\u00a0(above\u00a0Suppliers for this SKU) to open the\u00a0<i>Edit Product Supplier<\/i>\u00a0screen.\n<ol>\n<li class=\"p\">Choose\u00a0by the Piece\u00a0(default setting),\u00a0by the Lot, or by the\u00a0Piece in fixed Lots\u00a0(this is not typical). The difference between purchasing in &#8220;lots&#8221; and &#8220;by the piece in fixed lots&#8221; is how you, or your vendor, want the line item to display on the purchase order \u2013 by the number of units (singles) or the number of lots (cases).<\/li>\n<li class=\"p\">If the supplier of this item has a\u00a0Minimum Order Qty., enter that number in the field. If you must order this item by the lot, select Lots, otherwise leave it set to\u00a0Pieces\u00a0(default setting).<\/li>\n<\/ol>\n<\/li>\n<li class=\"NumberedList\">In the\u00a0Purchasing in Quantity Lots\u00a0box, enter the\u00a0Pieces per Lot\u00a0and\u00a0Cost per Lot.<\/li>\n<li class=\"NumberedList\">Select\u00a0Save\u00a0when finished.<\/li>\n<\/ol>\n<h3>Example 1: Purchasing by the Lot<\/h3>\n<ul>\n<li class=\"BulletedList\">In this example, a merchant sells wine by the bottle, which the vendor requires the purchases by the Lot, (case) with a minimum order quantity of 1.<\/li>\n<li class=\"BulletedList\">Should the Auto PO System determine that the merchant needs to order 8 bottles of wine to meet his target quantity on hand, it orders a quantity of (1) Lot because this SKU must be ordered in lots of 12 bottles.<\/li>\n<li class=\"BulletedList\">The Auto PO System places one Lot (1 case) on the purchase order (instead of 12 bottles) because this SKU is ordered: &#8220;by the Lot.&#8221;<\/li>\n<\/ul>\n<p class=\"Image\"><img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-2015 size-full\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Purchase-By-the-Lot.png\" alt=\"\" width=\"951\" height=\"638\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Purchase-By-the-Lot.png 951w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Purchase-By-the-Lot-300x201.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Purchase-By-the-Lot-768x515.png 768w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Purchase-By-the-Lot-50x34.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Purchase-By-the-Lot-60x40.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Purchase-By-the-Lot-100x67.png 100w\" sizes=\"(max-width: 951px) 100vw, 951px\" \/><\/p>\n<h3>Example 2: Purchasing by the Piece in Lots<\/h3>\n<ul>\n<li class=\"BulletedList\">In this example, the merchant sells wine by the bottle, which he must purchase by the Piece in fixed Lots (cases).<\/li>\n<li class=\"BulletedList\">Should the Auto PO System determine that the merchant needs to order 8 bottles of wine to meet his target quantity on hand, it increases the order quantity to 12 units because this SKU must be ordered in fixed lots of 12 bottles.<\/li>\n<li class=\"BulletedList\">The Auto PO System places 12 units on the purchase order (instead of 1 lot or case) because this SKU is ordered: &#8220;by the Piece in fixed Lots.&#8221;<\/li>\n<\/ul>\n<p class=\"Image\"><img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-2017 size-full\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Pieces-in-the-lot.png\" alt=\"\" width=\"951\" height=\"635\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Pieces-in-the-lot.png 951w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Pieces-in-the-lot-300x200.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Pieces-in-the-lot-768x513.png 768w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Pieces-in-the-lot-50x33.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Pieces-in-the-lot-60x40.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Pieces-in-the-lot-100x67.png 100w\" sizes=\"(max-width: 951px) 100vw, 951px\" \/><\/p>\n<h3>Automatically Generate Purchase Orders<\/h3>\n<ol>\n<li class=\"NumberedList\">At the\u00a0Purchase Orders\u00a0screen, select\u00a0Create a New PO, or click the\u00a0Create New PO\u00a0tab in the Accordion.<\/li>\n<\/ol>\n<p class=\"Image\"><img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-2019 size-full\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/AUTO-PO-Screen.png\" alt=\"\" width=\"1872\" height=\"951\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/AUTO-PO-Screen.png 1872w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/AUTO-PO-Screen-300x152.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/AUTO-PO-Screen-768x390.png 768w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/AUTO-PO-Screen-1024x520.png 1024w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/AUTO-PO-Screen-50x25.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/AUTO-PO-Screen-60x30.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/AUTO-PO-Screen-100x51.png 100w\" sizes=\"(max-width: 1872px) 100vw, 1872px\" \/><\/p>\n<ol start=\"2\">\n<li class=\"NumberedList\">Select\u00a0Automatically\u00a0to reorder items based on target quantities, reorder points and reorder quantities.<\/li>\n<\/ol>\n<ol start=\"3\">\n<li class=\"NumberedList\">Select the method to determine the scope of products that are ordered:\n<ol>\n<li class=\"p\">Needed SKUs\u00a0\u2013 only those items that the program determines are needed based on the purchase order calculation method\u00a0<span class=\"dropspot\">\u00a0\u00a0<\/span><\/li>\n<li class=\"p\">All SKUs\u00a0\u2013 order all items in your inventory based on the\u00a0Reorder Quantity\u00a0of each item<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<ol>\n<li style=\"list-style-type: none;\">\n<ol start=\"3\">\n<li class=\"p\">Refills \u2013\u00a0order items based on historical sales data (For example, if there is less than a 30 day supply, bring the QOH up to a 60 day supply, based on the last thirty day&#8217;s sales or a specific date range. The program calculates the average number of items sold per day in that period. You can then order an &#8220;X- Day&#8221; supply based on that rate.)<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<ol start=\"4\">\n<li class=\"NumberedList\">Select the suppliers for whom purchase orders are generated:\n<ol>\n<li>Selected Supplier \u2013\u00a0\u00a0creates a single purchase order for the selected supplier\u00a0(to be added to the purchase order, items must have the selected supplier designated as their Primary Supplier)<\/li>\n<li>All Suppliers\u00a0\u2013 \u00a0creates a separate purchase order for every supplier<\/li>\n<\/ol>\n<\/li>\n<li class=\"NumberedList\">You can also enter a string of characters in\u00a0Limit to SKUs that start with\u00a0to control which products are added to the generated purchase order(s).<\/li>\n<li class=\"NumberedList\">If Refills is the method by which products are included on the generated purchase order, enter values in the number of days available supply, the number of days or date range on which to base past sales, percentage or number of units to increase or decrease sales estimates. Otherwise, the program expects to Include backorders from the last 30 days by default. Clear this field or enter another value if desired.<\/li>\n<li class=\"NumberedList\">Enter a value in\u00a0Date Expected\u00a0to indicate when you anticipate the merchandise will arrive from the supplier. Access 2007 or 2010 users can use the\u00a0Calendar\u00a0icon to select the date.<\/li>\n<li class=\"NumberedList\">Select\u00a0Sales Include Externally Fulfilled Item\u00a0if sales data should include orders for items that are fulfilled by an external third party, such as Fulfillment by Amazon. This selection is only available if using Refills before version 7.029 7.5.<\/li>\n<li class=\"NumberedList\">Once all of your choices are made, select\u00a0Add to order.<\/li>\n<li class=\"NumberedList\">Show Details\u00a0is selected on the right side of the screen which now lists the prospective items and quantities to be added to one or more purchase orders. The\u00a0Qty. to Order\u00a0and\u00a0Unit Cost\u00a0of each item can be changed here, if necessary. Select an item from the list and click\u00a0Delete\u00a0to prevent it from being added to the purchase order.<\/li>\n<li class=\"NumberedList\">To see the data by individual purchase order, select\u00a0Show POs.\u00a0You can enter any special instructions or details for each PO here.\u00a0Use the\u00a0Record:\u00a0navigational arrows to scroll between purchase orders.<\/li>\n<li class=\"NumberedList\">Select\u00a0Preview\u00a0to see the actual purchase order that is sent to the supplier.<\/li>\n<li class=\"NumberedList\">Optional: Select\u00a0Start Over\u00a0to delete the proposed purchase order data and begin the process again. Respond\u00a0OK\u00a0to\u00a0Delete all information from Items to Order and start over?<\/li>\n<li class=\"NumberedList\">If you are\u00a0satisfied with the proposed purchase order data, select\u00a0Create\u00a0to generate the purchase order(s).<\/li>\n<li class=\"NumberedList\">Respond\u00a0Yes\u00a0or\u00a0No\u00a0to\u00a0Would you like to send the PO to your supplier?\u00a0Yes\u00a0results in the purchase order being printed, faxed or emailed to the supplier based on the settings in the Supplier record.<\/li>\n<li class=\"NumberedList\">Respond\u00a0Yes\u00a0or\u00a0No\u00a0to\u00a0Print file copies? Yes\u00a0sends each purchase order to the printer for your records.<\/li>\n<li class=\"NumberedList\">Select\u00a0OK\u00a0to acknowledge the process is\u00a0Done!<\/li>\n<\/ol>\n<h3>Manually Create a Purchase Order by Selecting Items Individually<\/h3>\n<ol>\n<li class=\"NumberedList\">At the\u00a0Purchase Orders\u00a0screen, select\u00a0Create a New PO, or select\u00a0Create New PO\u00a0tab in the Accordion.<\/li>\n<li class=\"NumberedList\">Select\u00a0Manually by item.<\/li>\n<li class=\"NumberedList\">Select an entry from\u00a0Local SKU\u00a0or\u00a0Item Name.<\/li>\n<li class=\"NumberedList\">Adjust the\u00a0Quantity\u00a0up or down by using the arrows or entering a value.<\/li>\n<li class=\"NumberedList\">Optional: Select a\u00a0Supplier. The Primary Supplier is selected by default.<\/li>\n<li class=\"NumberedList\">Optional: Enter the\u00a0<span style=\"font-size: small;\">SEOM<\/span>\u00a0order number for which the item is being ordered in\u00a0For Order #. The data in this field is only for your informational purposes. The program does not automatically fill the backorder for this item when the purchase order is received. You can manually fill the backorder at Process Orders, or, depending on the selections you make before running the batch FillBackorders process, the program may or may not fill the backorder.<\/li>\n<li class=\"NumberedList\">Optional: Enter the\u00a0Date Expected\u00a0(when the item arrives from the supplier)<\/li>\n<li class=\"NumberedList\">Select Add to order. The item or items being ordered appear on the right-hand side of the screen. \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 <span style=\"font-size: medium;\">\u00a0<\/span><\/li>\n<li class=\"NumberedList\">Optional: Make changes to the\u00a0Qty. to order\u00a0or\u00a0Unit Cost\u00a0fields. Select an item from the list and select\u00a0Delete\u00a0to prevent it from being added to the purchase order.<\/li>\n<li class=\"NumberedList\">Optional: Select\u00a0Show POs\u00a0to see the individual purchase orders. Use the\u00a0Record:\u00a0navigational arrows to scroll between records. It is possible to add more information in\u00a0Instructions,\u00a0Comments, Terms, and other fields displayed here.<\/li>\n<li class=\"NumberedList\">Optional: Select\u00a0Preview\u00a0to see the actual purchase order that is sent to the supplier.<\/li>\n<li class=\"NumberedList\">Optional: Select\u00a0Start Over\u00a0to delete the proposed purchase order data and begin the process again. Respond\u00a0OK\u00a0to\u00a0Delete all information from Items to Order and start over?<\/li>\n<li class=\"NumberedList\">If you are satisfied with the proposed purchase order data, select\u00a0Create\u00a0to generate the purchase order(s).<\/li>\n<li class=\"NumberedList\">Respond\u00a0Yes\u00a0or\u00a0No\u00a0to\u00a0Would you like to send the PO to your supplier?\u00a0Yes\u00a0results in the purchase order being printed, faxed or emailed to the supplier based on the settings in the Supplier record.<\/li>\n<li class=\"NumberedList\">Respond\u00a0Yes\u00a0or\u00a0No\u00a0to\u00a0Print file copies? Yes\u00a0sends each purchase order to the printer for your records.<\/li>\n<li class=\"NumberedList\">Select\u00a0OK\u00a0to acknowledge the process is\u00a0Done!<\/li>\n<\/ol>\n<h3>Manually Create a Purchase Order by Selecting Multiple Items at once<\/h3>\n<ol>\n<li class=\"NumberedList\">At the\u00a0Purchase Orders\u00a0screen, select\u00a0Create a New PO, or click the\u00a0Create New PO\u00a0tab in the Accordion.<\/li>\n<li class=\"NumberedList\">Select Manually from the list.<\/li>\n<li class=\"NumberedList\">Select\u00a0Find items to add.<\/li>\n<li class=\"NumberedList\">Enter data in the fields or choose other controls on the screen to limit the products listed in the\u00a0<i>Select Items to Add<\/i>\u00a0screen. Press\u00a0Enter.<\/li>\n<li class=\"NumberedList\">Enter the quantity you want to order of each product in\u00a0# to Order.<\/li>\n<li class=\"NumberedList\">Select OK and return to the Create New PO tab to review the potential purchase orders in the Show POs view.<\/li>\n<li class=\"NumberedList\">Optional: Use the\u00a0Record:\u00a0navigational arrows to scroll between records. It is possible to add more information in\u00a0Instructions,\u00a0Comments, Terms, and other fields displayed here.<\/li>\n<li class=\"NumberedList\">Optional: Select\u00a0Show Details\u00a0to make changes to the quantity or cost of items to be ordered.<\/li>\n<li class=\"NumberedList\">Optional: Select\u00a0Preview\u00a0to see the actual purchase order that is sent to the supplier.<\/li>\n<li class=\"NumberedList\">Optional: Select\u00a0Start Over\u00a0to delete the proposed purchase order data and begin the process again. Respond\u00a0OK\u00a0to\u00a0Delete all information from Items to Order and start over?<\/li>\n<li class=\"NumberedList\">If you are satisfied with the proposed purchase order data, select\u00a0Create\u00a0to generate the purchase order(s).<\/li>\n<li class=\"NumberedList\">Respond\u00a0Yes\u00a0or\u00a0No\u00a0to\u00a0Would you like to send the PO to your supplier?\u00a0Yes\u00a0results in the purchase order being printed, faxed or emailed to the supplier based on the settings in the Supplier record.<\/li>\n<li class=\"NumberedList\">Respond\u00a0Yes\u00a0or\u00a0No\u00a0to\u00a0Print file copies? Yes\u00a0sends each purchase order to the printer for your records.<\/li>\n<li class=\"NumberedList\">Select\u00a0OK\u00a0to acknowledge the process is\u00a0Done!<\/li>\n<\/ol>\n<h2>Exporting Purchase Order to a Text File<\/h2>\n<h3>Overview<\/h3>\n<ul>\n<li>NEW: 8.006 introduces exporting PO data to a text file<\/li>\n<li>Creates a tab-delimited file for suppliers to import<\/li>\n<\/ul>\n<h3>Setup Supplier<\/h3>\n<ol>\n<li style=\"list-style-type: none;\">\n<ol>\n<li>Main Menu<\/li>\n<li>Manage My Inventory -&gt; Manage My Suppliers<\/li>\n<li>Find the desired supplier from the \u201cSearch\u201d tab<\/li>\n<li>Purchase Order Settings<br \/>\n<img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3475\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/11\/Navigation-PO-EX.png\" alt=\"\" width=\"214\" height=\"159\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/11\/Navigation-PO-EX.png 214w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/11\/Navigation-PO-EX-50x37.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/11\/Navigation-PO-EX-60x45.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/11\/Navigation-PO-EX-100x74.png 100w\" sizes=\"(max-width: 214px) 100vw, 214px\" \/><\/li>\n<li>Click \u201cEdit\u201d in the top-right corner<\/li>\n<li>Under \u201cStandard Purchase Orders,\u201d toggle \u201cExport Items To Text File.\u201d<\/li>\n<li>Enter \u201cFile Path\u201d where PO text data will be saved.<br \/>\n<img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3470\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/11\/Check-Box.png\" alt=\"\" width=\"2088\" height=\"555\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/11\/Check-Box.png 2088w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/11\/Check-Box-300x80.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/11\/Check-Box-1024x272.png 1024w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/11\/Check-Box-768x204.png 768w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/11\/Check-Box-50x13.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/11\/Check-Box-1536x408.png 1536w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/11\/Check-Box-2048x544.png 2048w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/11\/Check-Box-60x16.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/11\/Check-Box-100x27.png 100w\" sizes=\"(max-width: 2088px) 100vw, 2088px\" \/><\/li>\n<li>Click \u201cSave\u201d in the top-right corner<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<h3>Export New POs<\/h3>\n<ol>\n<li>Main Menu<\/li>\n<li>Manage My Inventory -&gt; Manage My Purchase Orders<\/li>\n<li>Click \u201cCreate a New PO\u201d<br \/>\n<img decoding=\"async\" loading=\"lazy\" class=\"alignnone  wp-image-3471\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/11\/Creating-PO-Button.png\" alt=\"\" width=\"436\" height=\"128\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/11\/Creating-PO-Button.png 1345w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/11\/Creating-PO-Button-300x88.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/11\/Creating-PO-Button-1024x301.png 1024w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/11\/Creating-PO-Button-768x226.png 768w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/11\/Creating-PO-Button-50x15.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/11\/Creating-PO-Button-60x18.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/11\/Creating-PO-Button-100x29.png 100w\" sizes=\"(max-width: 436px) 100vw, 436px\" \/><\/li>\n<li>Create a PO for supplier setup to export text file<\/li>\n<li>Click \u201cCreate\u201d<\/li>\n<li>In File Explorer, navigate to the file path saved in the supplier screen<\/li>\n<li>PO will be formatted PO_[PONumber].txt<br \/>\n<img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3473\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/11\/Export-File-Location.png\" alt=\"\" width=\"2153\" height=\"1424\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/11\/Export-File-Location.png 2153w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/11\/Export-File-Location-300x198.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/11\/Export-File-Location-1024x677.png 1024w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/11\/Export-File-Location-768x508.png 768w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/11\/Export-File-Location-50x33.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/11\/Export-File-Location-1536x1016.png 1536w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/11\/Export-File-Location-2048x1355.png 2048w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/11\/Export-File-Location-60x40.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/11\/Export-File-Location-100x66.png 100w\" sizes=\"(max-width: 2153px) 100vw, 2153px\" \/><\/li>\n<\/ol>\n<h3>Export Existing Pos<\/h3>\n<ol>\n<li>Main Menu<\/li>\n<li>Manage My Inventory -&gt; Manage My Purchase Orders<\/li>\n<li>Click \u201cFind a PO\u201d<br \/>\n<img decoding=\"async\" loading=\"lazy\" class=\"alignnone  wp-image-3474\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/11\/Find-PO-Button.png\" alt=\"\" width=\"402\" height=\"118\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/11\/Find-PO-Button.png 1345w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/11\/Find-PO-Button-300x88.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/11\/Find-PO-Button-1024x301.png 1024w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/11\/Find-PO-Button-768x226.png 768w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/11\/Find-PO-Button-50x15.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/11\/Find-PO-Button-60x18.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/11\/Find-PO-Button-100x29.png 100w\" sizes=\"(max-width: 402px) 100vw, 402px\" \/><\/li>\n<li>Search for the desired PO<\/li>\n<li>Highlight PO and click \u201cView PO\u201d in the top-right corner<\/li>\n<li>Click \u201cExport\u201d<br \/>\n<img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3472\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/11\/Export-Button.png\" alt=\"\" width=\"2153\" height=\"232\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/11\/Export-Button.png 2153w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/11\/Export-Button-300x32.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/11\/Export-Button-1024x110.png 1024w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/11\/Export-Button-768x83.png 768w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/11\/Export-Button-50x5.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/11\/Export-Button-1536x166.png 1536w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/11\/Export-Button-2048x221.png 2048w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/11\/Export-Button-60x6.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/11\/Export-Button-100x11.png 100w\" sizes=\"(max-width: 2153px) 100vw, 2153px\" \/><\/p>\n<ol>\n<li>If the default file name in the folder already exists -&gt;, you will be prompted for a new file name.<\/li>\n<li>The file path can be changed when changing the file name<\/li>\n<li>Click \u201cCancel\u201d to not export PO data<br \/>\n<img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3476\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/11\/Rename-file.png\" alt=\"\" width=\"361\" height=\"154\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/11\/Rename-file.png 361w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/11\/Rename-file-300x128.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/11\/Rename-file-50x21.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/11\/Rename-file-60x26.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2022\/11\/Rename-file-100x43.png 100w\" sizes=\"(max-width: 361px) 100vw, 361px\" \/><\/li>\n<\/ol>\n<\/li>\n<li>The text file is saved to the path set in the supplier screen<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>Overview SEOM\u00a0can create purchase orders (POs) to re-stock your inventory. You can receive new inventory against a\u00a0SEOM\u00a0Purchase Order when it arrives. Supplier invoices can also be tracked by\u00a0SEOM. POs can be created manually, or semi-automatically by the program (requires limited human intervention). If you create POs manually, you can either&#8230;<\/p>\n","protected":false},"author":1,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":[],"ht-kb-category":[19,20],"ht-kb-tag":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.8.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Creating Purchase Orders - Stone Edge Order Manager<\/title>\n<meta name=\"description\" content=\"Use the Stone Edge Order Manager to create purchase orders (POs) to re-stock your inventory.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/stoneedge.com\/kb\/articles\/creating-purchase-orders\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Creating Purchase Orders - Stone Edge Order Manager\" \/>\n<meta property=\"og:description\" content=\"Use the Stone Edge Order Manager to create purchase orders (POs) to re-stock your inventory.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/stoneedge.com\/kb\/articles\/creating-purchase-orders\/\" \/>\n<meta property=\"og:site_name\" content=\"Stone Edge Order Manager\" \/>\n<meta property=\"article:modified_time\" content=\"2024-03-07T15:14:10+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Purchase-By-the-Lot.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"14 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/stoneedge.com\/kb\/articles\/creating-purchase-orders\/\",\"url\":\"https:\/\/stoneedge.com\/kb\/articles\/creating-purchase-orders\/\",\"name\":\"Creating Purchase Orders - 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