In this video, we introduced the new feature that allows you to add a serial status to an item on a purchase order. This enhancement makes it easier for the serial status to stick once the item is received. We demonstrated how to use the editable Serial Status field and showed how to bulk edit it for larger orders. By adding the Serial Status directly to the purchase order, you will save time and avoid having to input it later.
Adding Serial Status to Purchase Orders
Objective
This SOP outlines the steps to add and bulk edit serial statuses for line items on purchase orders to streamline the receiving process.
Key Steps
1. Accessing Purchase Orders 0:00
Navigate to the Purchase Orders section in your system.
Open the specific purchase order you wish to edit.
2. Locating the Serial Status Field 0:08
Look for the new editable field labeled 'Serial Status' within the purchase order.
3. Editing Serial Status for Individual Items 0:15
Click into the Serial Status field.
Select the appropriate serial status from the available options.
4. Bulk Editing Serial Status 0:23
For large orders, click the 'Bulk Edit' button.
Select the items you want to update the Serial Status for.
5. Setting the Serial Status 0:39
After selecting the items, locate the Serial Status option at the bottom.
Click on the Serial Status, then click 'Set'.
Confirm the action when prompted.
6. Finalizing Changes 0:50
Click 'Done' to apply the changes.
The Serial Statuses for the selected items will now be updated.
Cautionary Notes
Ensure that the correct serial status is selected to avoid confusion during the receiving process.
Double-check the items selected for bulk editing to prevent unintended changes.
Tips for Efficiency
Use the bulk edit feature for large orders to save time.
Familiarize yourself with the different serial statuses available to streamline the selection process.