{"id":11756,"date":"2022-02-01T20:40:47","date_gmt":"2022-02-02T01:40:47","guid":{"rendered":"https:\/\/certek.com\/kb4\/?p=11756"},"modified":"2023-06-19T15:12:49","modified_gmt":"2023-06-19T19:12:49","slug":"vendor-orders","status":"publish","type":"ht_kb","link":"https:\/\/certek.com\/kb4\/knowledge-base\/vendor-orders\/","title":{"rendered":"Creating Purchase Orders for New Products"},"content":{"rendered":"\n

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).<\/p>\n

Steps<\/h3>\n

1. Create a blank PO.\u00a0To do this, click on \u201cNew PO<\/strong>\u201d from the Toolbar.<\/p>\n

\"\"<\/a><\/p>\n

2. This will pull up the Vendor Records screen. You can select a previously created Vendor from the list or Add a New Record if the vendor record needs to be created.<\/p>\n

<\/p>\n

3. Once the vendor is selected, Artisan will ask how you want to create your purchase order. Select \u201cStart with Blank PO<\/strong>.\u201d Press \u201cOK<\/strong>.\u201d<\/p>\n

\"\"<\/a><\/p>\n

Now, we\u2019ll need to start entering items into the PO.\u00a0<\/p>\n

4. Hit F2<\/strong> on your keyboard (or click the F2 Item Search button<\/strong>). Enter the vendor’s full P\/N number into the search bar. If this is a new item, you’ll see that Artisan says there are no matching records. Press enter. Artisan will ask if you want to create this item in Artisan. Select “yes<\/strong>.”<\/p>\n

<\/p>\n

6. This will copy the Vendor’s P\/N (style number) into the new item. This is especially helpful if the vendor code is long and you don’t want to retype it into the Item Record. That’s why you typed the entire code.<\/p>\n

\"\"<\/p>\n

7. Fill out the rest of the Item Record. If the item has any variants, you can select a previously created template, or make one now. Save the record.<\/p>\n

\"\"<\/p>\n

If the item has any variants, it will ask if you want to include these in the purchase order.<\/p>\n

\"\"<\/p>\n

8. On the PO screen, enter the quantity of the item(s).\u00a0<\/p>\n

\"\"<\/p>\n\n\n\n

If you type the full Vendor P\/N into the Item Search and the item shows up in the list (meaning it is already created in Artisan), you should look at the Item Record to see what you have available, and help determine if you already have the purchase order created. It is very possible that you have the item but have never added it to a Purchase Order. You can check the item record to find out for sure.<\/p>\n\n\n\n

Click on \u201cEdit This Record<\/strong>.\u201d<\/span><\/p>\n

Go to the Inventory Detail tab to see if you have any of this item on order. In this example, it shows we have two on order.<\/span><\/p>\n

9. Fill out the rest of the PO\u2019s information, such as shipping address and dates (in the \u201cShipping<\/strong>\u201d and \u201cDates<\/strong>\u201d tabs).<\/p>\n

10. Repeat this process with each item you have, saving the PO occasionally if it is very long.\u00a0<\/p>\n

Save the PO.<\/span><\/p>\n\n\n\n

Please note that when you save the PO, the items with zero quantity on order will be removed from the PO.<\/p>\n","protected":false},"excerpt":{"rendered":"

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). Steps 1. Create a blank PO.\u00a0To do this, click on \u201cNew PO\u201d from the Toolbar. 2. This will pull up…<\/p>\n","protected":false},"author":17,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_eb_attr":"","_monsterinsights_skip_tracking":false,"footnotes":"","_members_access_role":[],"_members_access_error":""},"ht-kb-category":[302,284],"ht-kb-tag":[],"class_list":["post-11756","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-welcome-to-artisan","ht_kb_category-purchasing"],"_links":{"self":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/11756","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/users\/17"}],"replies":[{"embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/comments?post=11756"}],"version-history":[{"count":10,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/11756\/revisions"}],"predecessor-version":[{"id":20069,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/11756\/revisions\/20069"}],"wp:attachment":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/media?parent=11756"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb-category?post=11756"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb-tag?post=11756"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}