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Creating a New Purchase Order

  • Updated

The purchasing and receiving system is the origin of inventory in our system. To begin tracking counts on hand, you need to receive inventory into a warehouse. Bypass supports multiple workflows including creating and receiving purchase orders, receiving items without a purchase order creation, and returns.

Purchase Orders can be created from Inventory > Purchasing & Receiving in Bypass Manager.
 

Create Purchase Order

  1. Click the Create Purchase Order button.
  2. Fill in details of the order in the fields provided.
    • For more information about the field definitions, visit the Purchasing and Receiving article.
  3. To select items to receive from the supplier, start typing the name of a Stock Item into the Add an Itemfield.
  4. From the list of items displayed, click the Stock Item to add to the order.


Creating a new Purchase Order

 

Select Items for a Purchase Order

Once a Supplier has been selected on the Purchase Order, you can start adding Stock Items to the order.
 

Adding a Stock Item to a Purchase Order

  1. To select items to receive from the supplier, start typing the name of a Stock Item into the Add an Itemfield.
  2. From the list of items returned, click the Stock Item to add to the order.
  3. Fill in the fields requested for the Stock Item.
    1. For more information about the field definitions, visit the Purchasing and Receiving article.
  4. Repeat Steps 1 - 3 until all the Stock Items that need to be ordered have been added.
 

Adding All Stock Items from a Supplier to a Purchase Order

If you are needing to purchasing a large number of or all items from a supplier, you can simply click the Add All from Supplier button.
 

Removing a Stock Item from a Purchase Order

If there is a Stock Item on your Purchase Order that is not needed, you can remove it from the order by clicking the red Minus icon to the left of the Stock Item name.
 

Complete Purchase Order

After you have added the items you wish to receive on the Purchase Order, you have the option of saving as a draft or submitting the order to the supplier.

Keep in mind that once you have submitted a Purchase Order, you will not be able to edit or make changes to the Purchase Order. If you're not ready to submit an order yet, you can save it as a draft.

To save the Purchase Order as a draft to finish later, click the Save & Finish Later button. If the Purchase Order is ready to go, click the Submit button.


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