Before you can start creating purchase orders, you'll need to setup the basic entities you'll be assigning to those POs: Payment Terms (the terms of payment you have agreed to with the vendor you're ordering from), Shipping Codes and Shipping Methods (indicates how you'd like the vendor to ship the order).
A payment term is required for every purchase order to indicate how you expect to pay the vendor for the order (e.g. Pre-paid, Net 30, Cash on Delivery). Any payment methods you create will be available to assign to purchase orders in the app.
To create new or modify existing payment terms, go to Settings>>Terms, where you'll see a list of any existing terms in your account.
To create a new payment term for use in your account, click "Add". In the form that displays, enter a name that describes the payemnt term (e.g. Due Upon Receipt), then click Submit. Your new term will display in your terms list.
To edit an existing term, click the edit icon in that term's row, and in the form that pops up you can change the term's name. Be sure to click Save after you make any changes.
If you'd like to archive a term, click the archive icon button in the term's row. You'll be asked to confirm the action, click Confirm if you're sure you want to archive the record.
A shipping code is required for every purchase order to identify how you'd like the vendor to ship the order (e.g. S001). Any shipping codes you create will be available to assign to purchase orders in the app.
To create new or modify existing shipping codes, go to Settings>>Shipping Codes, which will show a list of any active shipping codes in your account.
To create a new shipping code, click "Add" above the active codes list. In the form that displays, enter the value you'd like to use for the code, then click Submit. Your new code will display in your shipping codes list.
To edit an existing code, click the edit icon in that code's row, and in the form that pops up you can change the value of that code. Be sure to click Save after you make any changes.
If you'd like to archive a code, click the archive icon button in the code's row. You'll be asked to confirm the action, click Confirm if you're sure you want to archive the record.
If you'd like to re-activate an archived code, click the "Archived" button (above active codes list). This will show any archived shipping codes in your account. Find the code you'd like to re-activate and click the "Undo Archive" button in the code's row. This will move the code back to your active codes list.
A shipping method is required for every purchase order to indicate how you'd like the vendor to ship the order (e.g. FedEx Overnight, UPS Ground, USPS First Class Mail). Any shipping methods you create will be available to assign to purchase orders in the app.
To create new or modify existing shipping methods, go to Settings>>Shipping Methods, which will show a list of any active shipping methods in your account.
To create a new shipping method, click "Add" above the active methods list. In the form that displays, enter the name you'd like to use for the method, then click Submit. Your new method will display in your shipping methods list.
To edit an existing method, click the edit icon in that method's row, and in the form that pops up you can change the name of that method. Be sure to click Save after you make any changes.
If you'd like to archive a method, click the archive icon button in the method's row. You'll be asked to confirm the action, click Confirm if you're sure you want to archive the record.
If you'd like to re-activate an archived method, click the "Archived" button (above active methods list). This will show any archived shipping methods in your account. Find the method you'd like to re-activate and click the "Undo Archive" button in the method's row. This will move the method back to your active methods list.