Replenishing your inventory can be done in just a few clicks by following the steps below. 

Inventory – Order Inventory – Select Parts to Order

1. You can use the filters in the Order Parts page to narrow down the search results, you can also customize the filters by selecting the additional filters icon. (Blue eye)

2. You can also filter your page to display items that are at or below the re-order level, every item that matches will be highlighted in a light blue color. 

3. Click on the three dots next to the item you need to order you can click on Quick Order Part – This will let you see what Distributor has what quantity available and shop for the best price. 

4. To create a Purchase Order, you can either select Order Item with the proper vendor selected, or you can use the Bulk Actions Tool in the Order Parts Page.

1. If you select Order Item, you will need to navigate to your Cart Button at the top of the Order Inventory Screen in order to complete the order. 
2. Add to cart will add each item to a cart that is specific to their default vendor
3. Create Quick PO will allow you to add all the parts to one cart for the Vendor you choose. 

5. After you select Create Purchase Order it will open the Purchase Order Form Screen. 

6. You can review all of the items that are in the Purchase Order and make any adjustments needed to qty, cost, retail or any discounts and or notes. 
7. Click on Create Purchase Order

8. Section 1 – Vendor Information 

1.  Enter any Vendor Invoice Number, Account Number, PO Date or Rep information if it is not populated from the Vendor Contact information already. None of these fields are required besides PO Date. 
2. Click Next to proceed to Section 2

9. Section 2 – Shipping Information 

1. This will be populated with the Store information for the ship to, if this item needs to be directly to the customer, you can select Ship Directly to customer and enter the customer information.
2. You can also use an alternative shipping address or Ship Blind. 
3. Click Next to proceed to Section 3

10. Section 3 – Miscellaneous & Instructions

1. In this section you can select your Shipment method
2. Payment Method
3. Enter a required delivery date
4. Add any freight charges
5. Email the PO to your vendor representative
6. Add additional notes or messages for the order
7. Click Next to proceed to Section 4

11. Section 4 – Review Order

1. Here you can review all the information entered into sections 1-3
2. You can also review all of the products that are on the order
3. Clicking on Generate Purchase Order will move this order to Inventory – Order Inventory – Manage Purchase Orders
4. If you navigate to Manage Purchase Orders and this vendor is integrated, you will see on the items a status and tracking information on the line items in the purchase order. 

      12. Receiving the Products from the Purchase Order