Purchasing – CerTek Software

Purchasing Menu

The purchasing menu provides access to creating, viewing, and editing purchase requests, as well as creating, viewing, and editing purchase orders. Click on the following links to learn more about…

Creating a Purchase Order

Using Purchase Requests

Artisan has a feature called Purchase Requests which helps track products that need to be ordered from your vendors. This feature is very helpful when you create special orders or…

Protected: Purchase Orders & Requests: Per-Site Purchasing & Receiving

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Creating Purchase Orders for New Products

Please refer to these steps on how to create a Purchase Order for New Items using a Blank PO (in other words, creating new items from the Purchase Order itself).…

View/Edit Purchase Order List

Purchase Order List To see a list of purchase orders, click on “Purchasing” from the “Main Menu” and “View/Edit Purchase Order.” Any open purchase orders will display here. You cannot…

Print, Export, or Email a Purchase Order

Printing, exporting, and emailing purchase orders is easy in Artisan. Follow these steps to learn how. Finish your purchase order. When you’re done, select “Save PO.” The purchase order will…

Shipping Addresses for Purchase Orders

Do you have more than one location you want your products shipped to? Maybe you have a second store location or a warehouse, or just need specific items delivered to…

Import Line Items on a Purchase Order

Artisan lets you import line items from a file onto a Purchase Order. This is especially helpful if you’re switching from another POS to Artisan and want to keep your…

Vendor Invoice Workflow

This article goes over the general workflow you should follow when exporting your vendor invoices. Click on either heading to jump to that specific section. General Workflow Adjusting Quantity Same…

Apply a Discount to a PO After Receiving

There might come a time when you need to discount a purchase order after the items have been delivered. An example is that the items supplied by the vendor are…