Price Book
Converting Price Book Items to Stock
From the Price book screen, you are able to convert items into the Stock Items list. This allows for a simple and straightforward method for bulk migrating your stock items into the system. To do this, begin by accessing the Price Book. Purchasing ...
How to Archive Price Book
Follow the steps below to Archive Price Book Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Price Book Select the Price Book Entry you wish to Archive Click on the Archive button from the top menu ...
How to Setup Price Book
Follow the below steps to Setup Price Book Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Price Book Look for the "Add a New Record" option or locate the "+" sign and click on it. From the drop-down ...
How to Create Materials Items
Follow the below steps to Create Materials Items Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Materials Items Click on +Add New Record or + Sign to create a Material Item Select the desired Date for ...
How to Setup Load Dockets
Follow the Process to Create Load Dockets Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Load Dockets Click on +Add new Record or + sign to create a new Load Docket Enter the Date Choose the Driver name ...
How to Print Purchase Order
Follow the below steps to Print Purchase Order Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Purchase Order Click on the button for More Options and select Print You can choose Print as a list to print ...
How to Export Purchase Order
Follow the below steps to Export Purchase Order Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Purchase Order Click on the button for More Options and select Export Chose the format of the File You can ...
How to Approve Purchase Order
Follow the Process to Approve a Purchase Order Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Purchase Order The PO requested needs Approval shows the Status Requested Select the PO entry and Click on ...
How to Delete the Purchase Order
Follow the Process to Delete a Purchase Order Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Purchase Order Click on the check box of the Supplier Quote Entry Then click on the Delete button from the top ...
How to Edit Purchase Order
Follow the Process to Edit a Purchase Order Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Purchase Order Click on the 3 dot option and select Edit Update to save the modifications
How to Create Purchase Order
Follow the Process to Create a Purchase Order Navigate to the Web Portal and login There are 2 ways to create a new Purchase order a. Create a Purchase Order from Supplier Quote Menu On the left-hand main menu, select Purchasing and Bills> Supplier ...
How to Setup Purchasing Settings
Follow the Process to setup Purchase Settings Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Purchasing Setting General Settings Product Item Prefix: It is a pre-defined set of characters or digits added ...