{"id":698,"date":"2021-11-09T14:56:29","date_gmt":"2021-11-09T14:56:29","guid":{"rendered":"https:\/\/ibridge.co.uk\/help\/?post_type=ht_kb&#038;p=698"},"modified":"2023-10-18T11:08:16","modified_gmt":"2023-10-18T10:08:16","slug":"creating-a-purchase-order","status":"publish","type":"ht_kb","link":"https:\/\/ibridge.co.uk\/help\/knowledge-base\/creating-a-purchase-order\/","title":{"rendered":"Creating a Purchase Order"},"content":{"rendered":"<p style=\"text-align: center;\">Navigate to\u00a0<em data-renderer-mark=\"true\"><strong data-renderer-mark=\"true\">BoB2 \u2192 Purchasing\u2192 Purchase Orders<\/strong><\/em><\/p>\n<p>You will be displayed with the Purchase Order search grid where you can search for PO&#8217;s, view the status&#8217;, search for PO&#8217;s containing specific products etc.<\/p>\n<p><a href=\"https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/POlist.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-755\" src=\"https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/POlist.png\" alt=\"\" width=\"1662\" height=\"738\" srcset=\"https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/POlist.png 1662w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/POlist-300x133.png 300w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/POlist-1024x455.png 1024w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/POlist-768x341.png 768w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/POlist-50x22.png 50w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/POlist-1536x682.png 1536w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/POlist-60x27.png 60w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/POlist-100x44.png 100w\" sizes=\"auto, (max-width: 1662px) 100vw, 1662px\" \/><\/a><\/p>\n<h2><strong>Adding\/Editing a Purchase Order<\/strong><\/h2>\n<p>Press &#8220;Add New&#8221; to create a new Purchase Order or &#8220;Edit&#8221; to continue processing a Purchase Order already started or view and clone one that has already been completed. See cloning guide&#8230;<\/p>\n<p style=\"text-align: center;\"><a class=\"maxbutton-1 maxbutton maxbutton-return-to-homepage\" href=\"https:\/\/ibridge.co.uk\/help\/knowledge-base\/cloning-a-purchase-order\/\"><span class='mb-text'>Cloning Guide<\/span><\/a><\/p>\n<h3><strong>Create New Purchase Order Screen<\/strong><\/h3>\n<p>After pressing &#8220;Add New&#8221; you will be displayed with the Purchase Order create screen. From here we need to enter&#8230;<\/p>\n<p><a href=\"https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/pocreate.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-767\" src=\"https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/pocreate.png\" alt=\"\" width=\"1661\" height=\"271\" srcset=\"https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/pocreate.png 1661w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/pocreate-300x49.png 300w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/pocreate-1024x167.png 1024w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/pocreate-768x125.png 768w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/pocreate-50x8.png 50w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/pocreate-1536x251.png 1536w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/pocreate-60x10.png 60w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/pocreate-100x16.png 100w\" sizes=\"auto, (max-width: 1661px) 100vw, 1661px\" \/><\/a><\/p>\n<ul>\n<li style=\"text-align: left;\">Vendor name<\/li>\n<li style=\"text-align: left;\">Vender reference (optional)<\/li>\n<li style=\"text-align: left;\">Expected date<\/li>\n<\/ul>\n<p>Save and continue edit. Which will display the Purchase Order Maintenance screen.<\/p>\n<h3>Purchase Order Maintenance Screen<\/h3>\n<p><a href=\"https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/POScreen-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-949\" src=\"https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/POScreen-1.png\" alt=\"\" width=\"1660\" height=\"761\" srcset=\"https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/POScreen-1.png 1660w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/POScreen-1-300x138.png 300w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/POScreen-1-1024x469.png 1024w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/POScreen-1-768x352.png 768w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/POScreen-1-50x23.png 50w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/POScreen-1-1536x704.png 1536w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/POScreen-1-60x28.png 60w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/POScreen-1-100x46.png 100w\" sizes=\"auto, (max-width: 1660px) 100vw, 1660px\" \/><\/a><\/p>\n<h3>Adding Purchase Order Lines<\/h3>\n<p>There are several different ways we can add PO Lines.<\/p>\n<ul>\n<li><strong>Import XLS<\/strong> &#8211; In the top-right corner you will notice &#8220;Import&#8221;. This allows you to import an XLS file. See more information at the guide below&#8230;<\/li>\n<\/ul>\n<p style=\"text-align: center;\"><a class=\"maxbutton-1 maxbutton maxbutton-return-to-homepage\" href=\"https:\/\/ibridge.co.uk\/help\/knowledge-base\/importing-a-purchase-order\/\"><span class='mb-text'>Import PO Guide<\/span><\/a><\/p>\n<ul>\n<li><strong>Quick Add<\/strong> &#8211; In the centre of the screen you will see a box labelled &#8220;Quick Add PO Line&#8221;. All that is required for this is to enter the Product SKU and Item Quantity for the Product you wish to add for that PO (Should be a Product already set up and assigned to the correct Vendor for which the PO is also set to). When you have entered these details you can simply press &#8220;Add PO Line&#8221; and it should be added to the grid below. NOTE: Only use Import via XLS if it is the first time Purchasing this Product in Bob2 where the currency is NOT GBP.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/quickadd.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-950\" src=\"https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/quickadd.png\" alt=\"\" width=\"1218\" height=\"151\" srcset=\"https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/quickadd.png 1218w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/quickadd-300x37.png 300w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/quickadd-1024x127.png 1024w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/quickadd-768x95.png 768w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/quickadd-50x6.png 50w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/quickadd-60x7.png 60w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/quickadd-100x12.png 100w\" sizes=\"auto, (max-width: 1218px) 100vw, 1218px\" \/><\/a><\/p>\n<ul>\n<li><strong>Product Search<\/strong> &#8211; In the top-right corner you will notice a button labelled &#8220;Add PO Line&#8221;. This displays the product search screen, where you can manually add products to the PO. After pressing &#8220;Add PO Line&#8221;, you will be displayed the Search Products screen, where you can find the Products you want to add to the Purchase Order. NOTE: Only use Import via XLS if it is the first time Purchasing this Product in Bob2 where the currency is NOT GBP.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/addpolines.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-770\" src=\"https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/addpolines.png\" alt=\"\" width=\"1661\" height=\"648\" srcset=\"https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/addpolines.png 1661w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/addpolines-300x117.png 300w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/addpolines-1024x399.png 1024w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/addpolines-768x300.png 768w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/addpolines-50x20.png 50w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/addpolines-1536x599.png 1536w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/addpolines-60x23.png 60w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/addpolines-100x39.png 100w\" sizes=\"auto, (max-width: 1661px) 100vw, 1661px\" \/><\/a><\/p>\n<p>When selecting &#8220;Add New&#8221; an option box will appear.<\/p>\n<ul>\n<li><strong>Back to Purchase Order Header<\/strong> &#8211; Re-displays the previous Purchase Order Maintenance screen.<\/li>\n<li><strong>Go to Purchase Order Line Maintenance<\/strong> &#8211; Display the Purchase Order Detail Maintenance screen for the Product added.<\/li>\n<li><strong>Continue<\/strong> &#8211; Allows you to select another Product to add to the PO.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/decision.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-771\" src=\"https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/decision.png\" alt=\"\" width=\"621\" height=\"240\" srcset=\"https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/decision.png 621w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/decision-300x116.png 300w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/decision-50x19.png 50w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/decision-60x23.png 60w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/decision-100x39.png 100w\" sizes=\"auto, (max-width: 621px) 100vw, 621px\" \/><\/a><\/p>\n<h2>Editing the Purchase Order lines<\/h2>\n<p>When you are back on the Purchase Order Maintenance screen you can amend PO lines from the grid at the bottom by pressing the &#8220;Edit&#8221; button against the rows added.<\/p>\n<p><a href=\"https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/poamended.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-952\" src=\"https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/poamended.png\" alt=\"\" width=\"1666\" height=\"857\" srcset=\"https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/poamended.png 1666w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/poamended-300x154.png 300w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/poamended-1024x527.png 1024w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/poamended-768x395.png 768w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/poamended-50x26.png 50w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/poamended-1536x790.png 1536w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/poamended-60x31.png 60w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/poamended-100x51.png 100w\" sizes=\"auto, (max-width: 1666px) 100vw, 1666px\" \/><\/a><\/p>\n<p>After pressing &#8220;Edit&#8221; against the Purchase Order detail line, it will display the Purchase Order Detail Maintenance screen.<\/p>\n<p><a href=\"https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/podetailedit.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-773\" src=\"https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/podetailedit.png\" alt=\"\" width=\"1663\" height=\"882\" srcset=\"https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/podetailedit.png 1663w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/podetailedit-300x159.png 300w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/podetailedit-1024x543.png 1024w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/podetailedit-768x407.png 768w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/podetailedit-50x27.png 50w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/podetailedit-1536x815.png 1536w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/podetailedit-60x32.png 60w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/podetailedit-100x53.png 100w\" sizes=\"auto, (max-width: 1663px) 100vw, 1663px\" \/><\/a><\/p>\n<p>Ensure the following items are defined on this screen&#8230;<\/p>\n<ul>\n<li>VendorSKU, Special Price, ItemQty (how many your are purchasing), Unit Price (Price to be paid per unit)<\/li>\n<\/ul>\n<p>Press Save or Save and Continue Edit and then return to the Purchase Order Line Maintenance screen.<\/p>\n<h2><strong>Confirming the Purchase Order<\/strong><\/h2>\n<p>Back on the Purchase Order Maintenance screen, when you are happy with the PO. Press the &#8220;Confirmation&#8221; button.<\/p>\n<p><a href=\"https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/confirmpo.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-953\" src=\"https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/confirmpo.png\" alt=\"\" width=\"1662\" height=\"391\" srcset=\"https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/confirmpo.png 1662w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/confirmpo-300x71.png 300w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/confirmpo-1024x241.png 1024w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/confirmpo-768x181.png 768w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/confirmpo-50x12.png 50w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/confirmpo-1536x361.png 1536w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/confirmpo-60x14.png 60w, https:\/\/ibridge.co.uk\/help\/wp-content\/uploads\/2021\/11\/confirmpo-100x24.png 100w\" sizes=\"auto, (max-width: 1662px) 100vw, 1662px\" \/><\/a><\/p>\n<p>When Confirmed&#8230;<\/p>\n<ul>\n<li style=\"text-align: left;\">Changes the confirmed date of the PO<\/li>\n<li style=\"text-align: left;\">Extra buttons will be displayed in the top-right corner. Such as &#8220;Build GRN&#8221;.<\/li>\n<\/ul>\n<h2><strong>Build Goods Receipt Note<\/strong><\/h2>\n<p>Press &#8220;Build GRN&#8221; to display the GRN Maintenance screen and follow the tutorial below&#8230;<\/p>\n<p style=\"text-align: center;\"><a class=\"maxbutton-1 maxbutton maxbutton-return-to-homepage\" href=\"https:\/\/ibridge.co.uk\/help\/knowledge-base\/creating-a-goods-receipt-note-grn\/\"><span class='mb-text'>Create a GRN<\/span><\/a><\/p>\n<blockquote><p>NOTE: If this is the first time your receiving the product then remember to MARK THE PRODUCT AS NEW and set the Start Date correctly for the Product . This helps with the full stock list &amp; reordering<\/p><\/blockquote>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Navigate to\u00a0BoB2 \u2192 Purchasing\u2192 Purchase Orders You will be displayed with the Purchase Order search grid where you can search for PO&#8217;s, view the status&#8217;, search for PO&#8217;s containing specific products etc. Adding\/Editing a Purchase Order Press &#8220;Add New&#8221; to create a new Purchase Order or &#8220;Edit&#8221; to continue processing&#8230;<\/p>\n","protected":false},"author":1,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"ht-kb-category":[52],"ht-kb-tag":[],"class_list":["post-698","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-purchase-order-po"],"_links":{"self":[{"href":"https:\/\/ibridge.co.uk\/help\/wp-json\/wp\/v2\/ht-kb\/698","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ibridge.co.uk\/help\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/ibridge.co.uk\/help\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/ibridge.co.uk\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ibridge.co.uk\/help\/wp-json\/wp\/v2\/comments?post=698"}],"version-history":[{"count":18,"href":"https:\/\/ibridge.co.uk\/help\/wp-json\/wp\/v2\/ht-kb\/698\/revisions"}],"predecessor-version":[{"id":1486,"href":"https:\/\/ibridge.co.uk\/help\/wp-json\/wp\/v2\/ht-kb\/698\/revisions\/1486"}],"wp:attachment":[{"href":"https:\/\/ibridge.co.uk\/help\/wp-json\/wp\/v2\/media?parent=698"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/ibridge.co.uk\/help\/wp-json\/wp\/v2\/ht-kb-category?post=698"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/ibridge.co.uk\/help\/wp-json\/wp\/v2\/ht-kb-tag?post=698"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}