Purchase Order Process for Appetize

Description: A Purchase Order (PO) is an inventory order issued by a venue to distributors, indicating the types, quantities, and prices of products needed for their stand. 

Purchase Orders in Connect

1. Select the Inventory tab and then select Purchase Orders from the drop-down. 
2. Click the green New Purchase Order button in the upper right.
3. Choose the Distributor to purchase the items from and the Warehouse where the items will be delivered. Select Auto Add Low Stock Items to add items that have reached their Low Stock threshold.
4. Select Create Purchase Order once the correct Distributor and Warehouse are chosen.
5. Set the Delivery date and status of the PO (Pending or Completed).
6. All items assigned to the Distributor and Warehouse will be listed to order.
7. Select the Unit needed and add the quantity To Order for the necessary items.
8. A green check will appear to the right of the item to indicate it has been added to the order. 
9. Click the green check to remove an item from the order.
10. When finished, select Complete Purchase Order.

Note: If there is not a Distributor or Warehouse to select, they will need to be added and items assigned first.

Edit Purchase Orders

Once the PO is created successfully, Connect will load the list of current Orders in Progress.

• Select the Send e-mail option to send the PO to the distributor via email so an invoice can be generated and the items can be prepped for fulfillment.
• Select Mark Sent to indicate the request has been sent.
• Select the button to the right of the PO to add an Invoice date, edit the Delivery Date, Download a PDF version, or Delete it.

Receiving and Completing Purchase Orders

Once you receive the product from the Distributor, follow these steps to complete the PO:

1. Select the Inventory tab in Connect and then select Purchase Orders from the drop-down. 
2. The list of current Orders in Progress will load.
3. Select Mark Delivered on the appropriate order.
4. The Confirm Delivery page will load. 
5. Add/edit the Invoice Number.
6. Verify the 'Delivery Date, the number of Units received, Price and add any Notes.
7. The Preferred Warehouse will list the selected warehouse when the PO was first created. This option can be changed by using the drop-down to select a different warehouse.
8. The Receiving Location can be updated for each item in the PO so the user can send them to multiple locations.
9. Add Items that were not in the original PO request if needed.
10. When all of the information is accurate, select Complete to finalize the transfer, or choose Complete & Print to download and print a PDF of the final PO.