Purchase Orders
Creating a new Purchase Order
After you have set up products in MyChoice, you can add purchase orders in Inventory (ATUM) when you intend to purchase products from a supplier.
To add a new purchase order:
Go to ATUM Inventory > Purchase Orders.
Click Add New PO.
Enable the Multiple Suppliers option if you want to add any product to the PO.
Keep the Multiple Suppliers option disabled and select a supplier in the Supplier field if you want to add products from a specific supplier only.
You must have also already added the supplier in ATUM Inventory > Suppliers. You can learn how to create a supplier here.
Enter the date the products are expected to arrive from the supplier in the Expected at location date field.
(Optional) Enter a description of the purchase order in the PO description field.
Click Create.
ADD PRODUCTS TO THE PURCHASE ORDER
ADD PRODUCTS TO THE PURCHASE ORDER
Click Add Items(s) to add a product to the purchase order.
Click Add product(s).
The Add products pop-up appears. Enter the name of the product you want to add.
Select the product and click Add.
If you need to adjust any information about the product, click the product name to open the Product page in a new tab.
To increase the quantity of the product, click the edit icon and enter a new quantity in the Qty column.
Click Save.
To change the purchase price of a product, click the edit icon and then enter a new purchase price in the Total column.
The purchase price is divided by the number of items you have in the Qty column.
Click the Set purchase price button.
Click Save.
ADD FEE TO THE PURCHASE ORDER
ADD FEE TO THE PURCHASE ORDER
If you need to add a fee:
Click Add Items(s) button.
Click Add fee button.
A new fee row appears.
Click the edit icon and enter the name and the total cost.
Click Save.
ADD SHIPPING COST TO THE PURCHASE ORDER
ADD SHIPPING COST TO THE PURCHASE ORDER
If you need to add Shipping Costs:
Click Add Items(s) button.
Click Add Shipping Cost button.
A new Shipping Cost row appears.
Click the edit icon and enter the name, rate type, and total cost.
Click Save.
ADD TAX TO THE PURCHASE ORDER
ADD TAX TO THE PURCHASE ORDER
This option only applies if the Taxes are enabled. To enable taxes go to Orders > Order System Settings and mark Enable Taxes checkbox.
If you need to add Tax:
Click Add Items(s) button.
Click add tax button.
The Add tax pop-up appears. Select the tax rate, and then click Add.
A new tax column will be added to the product row.
Click Recalculate to apply the tax.
Completing a Purchase Order
After you receive the products of the purchase order, you must mark the product order as complete.
Go to Inventory > Purchase Orders.
From the Actions column for the purchase order, click the Mark as Received icon.
You can also do this by Bulk Actions or opening up the purchase order and then selecting Completed in the PO Status field, and then clicking Update.
ADD STOCK FROM A PURCHASE ORDER
After marking the Purchase Order as Received, your stock will be updated in Stock Central and moved from Inbound Stock to Current Stock automatically.
When changed to another status, the stock will be reduced from the Current Stock and added to Inbound Stock automatically.
Tracking Purchase Orders
When a new Purchase Order is completed ATUM adds a new item to the Inbound Stock list where you can track the purchase order. You can view this by going to ATUM Inventory > Inbound Stock. To view the purchase order again in case you need to make any edits, click the number in the PO column.
This also appears in Stock Central, so you know what is coming in.
Purchase Orders Statuses
To get complete control over the tracking you can set the Purchase Orders with the following statuses:
Pending: When creating the PO but is not sent. All the products within these POs will show in the Inbound Stock list and reflect their totals in Stock Central.
Ordered: When the PO is sent to the supplier (The products will keep in the Inbound Stock list).
On the way in: When products are on the way (The products will keep in the Inbound Stock list).
Receiving: When products were delivered but have not been registered yet (The products will keep in the Inbound Stock list).
Received: When products were delivered and registered in the warehouse. When this status is activated the products will be added to your stock automatically and are no longer listed in the Inbound Stock list and their totals are not reflected in Stock Central’s Inbound Stock column.