Once items are added to your vendor carts, you can proceed with completing the order. All vendors with open carts will display in Office > Purchase Orders > Create Purchase Orders (items are added to the carts via the Select Parts to Order page).
Selecting a Vendor Cart
- Click "Select" under any vendor cart listing to view the cart items and complete the creation of the purchase order.
Viewing and Managing the Order Cart
- You have full control over which columns display, and in what order. Click the Columns link to select/de-select, and drag and drop up and down to reorder as desired:
- Click the waffle to the left of any column header and drag and drop to reposition:
- Click the drop down arrow to view any item's purchase history:
- Click directly in the quantity to order or cost fields to make changes.
- Cost changes will prompt Orchid POS to ask if the new cost is for this order only, or the item's new default cost.
- If the item is in your inventory with an alternate vendor for a lower cost, this will display as well:
- When you're ready to proceed, click Create Purchase Order
Finalizing the Purchase Order
- If you are certain that your default vendor information, shipping, payment, and email options are correct, you can proceed directly to tab 4, Review Order.
- Otherwise, review the vendor information. Click Next to proceed.
- Review the shipping address information; click Next to proceed.
- If you need to drop ship to the customer, click the "Ship to customer" option to search your customer list.
- "Ship Blind" signals the supplier to keep pricing information out of the shipment.
- Review your payment details, and turn on/off the Email PO option as needed; click Next to proceed.
- Review the order, and click Generate Purchase Order to print or email the order.