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How to Create a Purchase Order

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How to Create a Purchase Order

Overview
This guide will walk you through the process of creating a purchase order in Saddle Point WMS. Follow these steps to efficiently place orders with vendors, track inventory, and manage your products.

Step-by-Step Guide

1. Navigate to the Purchase Orders Screen

  • Go to Inventory > Inbound > Purchase Order

  • Click the Create Purchase Order button.

2. Enter PO Details

  • In the PO Details tab, complete all required fields (marked with an asterisk *).

  • Click Next Step to proceed.

3. Add Products

  • In the Products tab, add the items being purchased.

  • Functions available in this section:

    • Add SKUs to the purchase order

    • Search, edit, or delete SKUs

    • Create a new product (if not in the system)

    • Monitor total product count

    • Download SKUs as an Excel file

    • Create labels and check total quantity

  • To access these features, enter the SKU or click Create New Product.

  • Kit Products Considerations:

    • Kit-to-Stock products can be added and received normally.

    • Kit-to-Order products cannot be received via purchase orders. Instead, include the kit's components separately.

  • Additional line-item details can be entered, including:

    • Pack Type (unit, box, piece, etc.)

    • Quantity* (number of products being purchased)

    • Price Per Pack Type* (used to calculate total price, non-editable)

    • Received Quantity

    • Receiving Location

    • Expiry Date, Lot Batch Number, LP Type, and LP Number

  • Click Apply to save changes.

  • When finished, click Next Step.

 

4. Select Vendor

  • Choose an existing vendor from the system or create a new one by clicking Add New Vendor.

  • To edit a vendor, select Edit next to the vendor’s name.

  • Click Next Step to proceed.


5. Add Other Information

  • Add custom fields by clicking Add/Edit Custom Field.

  • Enter the required details and save.

  • Click Next Step.

6. Confirm Purchase Order

  • Review the purchase order summary.

  • If changes are needed, click Back to edit.

  • Finalize by clicking Confirm Purchase Order.

Purchase Order Statuses

Understanding purchase order statuses helps in proper management:

  • Pending: The purchase order is created but no items have been received.

  • Started: Some items have arrived and are being received.

  • Completed: All items in the purchase order have been received.

  • Cancelled: The purchase order has been canceled (only pending orders can be canceled, and this action is irreversible).

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