Shipping Records
If you have not yet created Shipping Records, you must do this before you can use PO's. See Shipping Records for instructions.
Shipping Methods
Define the options (FedEx, UPS, etc) that appear in the Ship Via drop-down when working with PO's.
To modify the Shipping Methods list:
- Click Administrative > Lists.
- Edit the Shipping Method List.
- Use Add / Delete / Edit Item to make desired changes. Each method requires a short value (abbreviated) and long value (spelled out). These can be the same if you want.
- Click OK / Save and Close when done.
Permissions
The following associate permissions are related to ordering:
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Add Inventory
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Required for an associate to use Recv Invoice.
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Administer Purchase Orders
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Allows an associate to create and edit Purchase Orders as well as manage queued items.
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Queue Items for Order
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Allows an associate to queue items for placement on Purchase Orders.
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System Options
The following system options are related to ordering:
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Automatically Allocate Product to Configured Store
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For multi-stores, set this to True to default allocating inventory to your store when using Add Item or Recv Invoice.
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Open Previous Non-Submitted Purchase Orders
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When adding a new PO, the system automatically checks to see if there is already an open (non-submitted) PO. If one is found, this controls what happens next.
- True = The existing PO is automatically opened.
- False = A message pops up asking if you want to open the existing PO or add a new one.
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Purchase Order BCC Email Address
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Enter email addresses here to have them BCC’d on every PO that gets submitted via email.
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Purchase Order Email Address
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The Reply To email address used when a PO is submitted via email.
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Purchase Order Most Recent Item Cost
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When adding an existing style to a PO, set this to True to automatically use the cost from the most recent copy of that item.
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Require Invoice Number
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Set this to True to require an invoice number when using Recv Invoice or Add Item.
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Save Most Recent Purchase Order Settings
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Controls how the options under the PO Settings button on PO’s are saved.
- True = The last settings set, regardless of PO, will be used on all existing and future PO’s.
- False = Settings are saved per PO.
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Purchase Order Most Recent Style Details
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Set to True to default the ‘Use Most Recent Style Details’ checkbox to checked on PO’s.
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Use Recost for Items
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When adding an existing style to a PO, set this to True to use the item’s Recost instead of its Cost.
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