Purchase Orders
Learn how to create, manage, and track purchase orders.
53 articles
Vendors
Managing the vendors you do business with.
- Adding a New Vendor
- Easily Add Vendors on the Fly
- Deactivating Vendors
- Editing and Maintaining Vendor Types
- Editing Vendors
- Faster Vendor Entry with “Save and Make Another”
- Setting a Default Ship To Location for a Vendor
- Setting Up Default Vendors
- Tracking Volume Rebates by Vendor
- Vendor Open Credits Breakdown View
Managing Purchase Orders
Create, edit and manage purchase orders.
- Adding Items to Purchase Orders
- Adding Sales Tags to PO Requests
- Attaching Files to a Purchase Order
- Canceling Purchase Orders
- Creating an ADC Purchase Order
- Creating an Auto Transfer Request from a Purchase Order
- Creating a Purchase Order from Order Requirements Screen
- Creating EDI Purchase Orders
- Creating Purchase Orders
- How to Access Purchase Order Options Through User Permissions
- Order Processing Overview
- Order Requirements
- Printing ADC Labels from the Inbound Manifest
- Purchase Order Receiving Process
- Purchase Order Request Notes Now Included in Exports
- Purchase Order Requests Statuses On an Order
- Purchase Order Shipping Methods
- Requesting a Purchase Order from a Service Request
- Reviewing Customer Delivery Dates from a PO
- Submitting a Purchase Order to the Vendor
- Viewing Purchase Order Details from a Sales Order
- Sharing a Purchase Order
- Editing a Purchase Order after the Purchase Order Has Been Ordered
- Editing a Purchase Order Line Item
- Acknowledgment Numbers and Dates on Purchase Order Items
- Adding ETAs to Purchase Orders
- Serial Status for Purchase Orders to Streamline Your Workflow
- Serial Status for Purchase Orders to Streamline Your Workflow
- Scoped Search on Order Requests
- Audit Trail for PO Requests
PO Report & PO Settings
Learn how to effectively use the PO report and manage your PO settings.
- Abandoned Purchase Orders Report
- Date Range Filters on PO Report
- Detailed Line-Item View in the Purchase Order Report
- Exporting Data from the PO Report
- Using the Purchase Order Report
- Purchase Order Email Settings
- Setting Up 1099's
- Setting Up Email Notifications for Purchase Orders
- Setting Up Purchase Order Default Settings for EDI Ordering with Participating Buying Groups
- PO Report Acknowledgement Number Search
- Bulk Edit for PO Acknowledgements
- PO Settings Location Zip Code Grid Export
- Automated PO Update Notifications for Salespeople