In the following video we discuss the various ways to add items to a purchase order efficiently using RPS. The video explores adding items to a purchase order, adding items from the RPS grid and purchase order requests.
Adding Items to a Purchase Order
Key Steps
Adding Items from Purchase Order Screen:
Scroll down on the purchase order screen.
Click on "Add Item" to browse products.
Filter products by brand, category, part, etc.
Select the desired product to add to the purchase order.
Choose recommended items if needed.
Click "Next Item" to continue adding items or close the window when done.
Adding Parts using V and V Part Lookup:
Click on "Add Parts" on the purchase order screen.
Use the V and V Part Lookup to search for parts.
Select the desired part and view parts diagrams if necessary.
Close the window when done.
Quick Add Function:
Start typing the part number directly if you know what you want to order.
Select the desired part from the quick add options that match previous sales or inventory.
Add the item to the purchase order.
Adding Items from RPS Grid:
Search for the model in the RPS grid.
Click on the model to view details.
Select "Add to Purchase Order" to add the item directly to a purchase order.
Using Purchase Order Request:
If not permitted to add directly to a purchase order, use the Purchase Order Request option.
Submit a request for the item to be ordered.
The request will be reviewed and approved by the purchasing team.
Once approved, the item will be added to the purchase order.
Cautionary Notes
Ensure accuracy when selecting items to add to the purchase order.
Double-check quantities and details before finalizing the purchase order.
Follow company guidelines and permissions when adding items to purchase orders.
Tips for Efficiency
Use filters and search functions to quickly find and add items.
Utilize the Quick Add function for frequently ordered items.
Review inventory levels and recommendations before adding items to the purchase order.
Communicate effectively with the purchasing team for any special requests or approvals.