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Post a purchase order

This is part of the Purchasing Add-on Module.

When a purchase order is finished it should be posted to lock it from future changes.

Example Scenario: All items from the purchase order have been Received. The grower will now post the order, locking it from any further changes then wait a few days before syncing with QuickBooks so the invoice can be verified and you can easily unpost the order and make changes if needed. Then the grower will then sync the posted order with Quickbooks as a final step.

Posting a purchase order will cause the following actions to occur:

  1. Purchase order will be locked from any further changes
  2. Quickbooks Desktop Integration Add-On Only Order will be moved to the QuickBooks Update page where you will need to add this invoice to the queue before it syncs to QuickBooks.
  3. Average Price Landed is updated in the Item Size Library
  4. Items from this purchase order will be added to the Vendor Item list automatically with the most recent price.
  5. If this purchase order is released from a master purchase order, the quantities will be updated on the master purchase order.

How to complete a purchase order​

  1. Navigate to your purchase order.
  2. Click post order icon Post PO in the taskbar.