Creating Purchase Orders

Print Friendly and PDF

Skubana's PO, or Purchase Order, module gives you the ability to create, edit, cancel and track vendor purchase orders.

Before you can create a PO, you need to set up your vendors in Skubana. For more information on setting up vendors in Skubana, see Vendor Setup.

To create a PO, follow the procedure below.

1. On the Toolbar, click POs.
2. Click New P.O.

3. On the Choose P.O. Vendor box, select the vendor to be covered by the PO.

4. On the New Purchase Order page, enter the required information for the PO.

On the PO Details section, choose one of your warehouses as a destination, and enter a Confirm By date. 

By default, the Enable Portal box is checked. You may uncheck this box if you do not want the vendor to update their portion of the PO on the Vendor Portal.

On the Communication section, you may also enter a message for the vendor as well as any internal notes you may have on the PO.

On the Item section at the bottom, select the item to be covered by the PO from the list, enter the quantity to be bought and the unit of measure, then click the Add button at the right.

You will then see the selected item added to the list at the bottom. On the Aggregate Costs section, the item cost is updated to reflect the items covered by the PO.

You may add more items, if needed.

Once all items have been added to the PO, enter the shipping cost, then add other costs as required by clicking the Plus button. The total cost computation is updated every time a new cost is added.

5. Once you complete entering the required info for the PO, click either Save & Authorize (if you have Authorize privileges), or Save (if you do not have Authorize privileges).

If you click Save & Authorize, the PO goes to the Awaiting Confirmation stage, where it will stay until a user with the required privileges confirms the PO.

If you click Save, the PO goes into the Awaiting Authorization stage. A user with the required privileges will have to authorize the PO to put it into the Awaiting Confirmation stage.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Please sign in to leave a comment.