How do I create a Purchase Order in the 3PL Client Portal?

Purchase Order creation

• Go to Purchasing > S/O Management.

• Click Add.

This takes you to the Purchase Order Management screen in Add mode.

• Enter the Vendor #.

Scrolling down, you will see four tabs: Lines, Addresses, SKUs, and Activity. You can disregard SKUs.

Lines

Lines is where you will enter what items are in the P/O using one of two options: one by one or pasting from Excel.

• Enter the SKU, press the Tab key, and wait for the rest of the information to populate (Product Name, etc.).
• Enter the quantity of items being ordered on this P/O under P/O Qty. 

You can also from Excel. Here is a guide on how to do this: How do I use the Paste from Excel tool for bulk data entry?

Addresses

Addresses tab will show you the address information for your vendor.

Activity

The Activity tab will show you all related records. In Add mode this will be empty because you're starting at the beginning. But when viewing an existing P/O, the related items will show up.

When you have finished entering in all of the information for this P/O, click Save.

Click Yes.

The Order # will automatically populate.