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…
View/Edit 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 receive items here.…
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).…
Receive Items From Purchase Order
To receive items from a purchase order, first head to the "Receive PO" button at the top of the screen. This will open a list of all possible POs that…
Creating a Purchase Order
A purchase order is a form you send to your vendor, requesting any items you want to purchase from them. We'll go over creating a purchase order in this article.…
Purchase Orders & Requests: Per-Site Purchasing & Receiving
Per-Site Purchasing & Receiving for Purchase Orders & Requests ============================================================= Inventory Tracking To enable per-site purchasing and receiving, the first place to start is the artisan program settings screen: Inventory…