Overview

Add multiple items to the same Purchase Order (PO for a single supplier.

Steps

  1. From the Main Menu, click Expense > Purchase Order.
  2. Enter Requested by.
  3. Choose a Supplier by entering the supplier/vendor name. Confirm Ship To and enter Ship Via, if the shipping method is known.  If the shipping date is known, enter it in Ship/Due and enter any Supplier Instructions needed.
  4. In the item grid, select a Category, type an Item Description, enter Quantity and Unit Price for the first item.
  5. If applicable, open the Discount or Freight calculator to enter those amounts.
  6. Click the green plus sign beside the Total column to add another line and enter the details for the second item. Repeat as necessary.
  7. At the top of the screen, click Print > Print Purchase Order.  The PO defaults to invoice the school district, select School at the top of the screen to change it.
  8. Click Post at the bottom of the screen to post the PO and encumber the funds.

Outcome

The PO includes all items for the supplier with a combined total.

Troubleshooting

  • Wrong totals - Review line-level Discount/Freight entries and re-tab through Total.