Add Items to Order

This section allows you to create the initial order, and includes the following fields:

• Product ID - Enter the internal product ID, an alternate ID such as UPC or SKU, or your supplier's product ID for the product you would like to purchase, or search for it using the lookup widget. If you enter a partial ID number, the system will display a screen with all the products that could potentially match this partial ID number. You can add one or more products from this list. Only if the are no products which match the ID number that you have entered will the system display an error message. This is a required field to add an item to the order.
• Quantity - Enter the number of units of the product you are ordering. This is also a required field to add an item to the order.
• Ship Before Date - Enter the date the order must be shipped by, or search for it using the lookup widget.
• Comments - Enter any relevant comments in the information box.

Clicking the [Add to Order] button will create the order and add the product to the order items section below. The total value of the order will automatically be calculated with consideration of the items you are ordering.

Clicking the [Finalize Order] button will take you through screens to finalize the order, including setting the terms of the order and the destination warehouse to ship your order to, and take you to the View Purchase Order Screen.

ProductId - Enter either the productId or a good identification code such as UPC-A or SKU or a supplier product id. The system will look first for a matching productId, then for a matching good identification code (ie, UPCA or SKU or ISBN), and then for a supplier product id number. If none are found it will then display a list of all products that begin with a partial product id, or all products that begin with a partial good id code, or a partial supplier product id. If the product does not exist or has not been configured to be purchased from the supplier, then the system will display an error message.

Quantity - quantity to add to the order.

Ship Before Date - Date to ship before for the vendor

Comments - comments for the vendor.

The system will map the product being purchased to the order item based on the following types:

• product type = Supplies, order item type = Supplies (to Expense)
• product type = Fixed Asset, order item type = Fixed Asset
• product type = Contract Manufacturing Service, order item type = Contract Manufacturing
• other product type -> product order item type