Create Multiple Purchase Orders in One Process
Create Multiple Purchase Orders in One Process
Feature: With the Purchasing Module of Spenda POS, you're able to create purchase orders across multiple suppliers in one process.
To do this, please follow these steps:
1. Log into Spenda POS > Purchasing Module.
2. Create a New Purchase > Give a reason for the purchase details e.g. "Restock" > Save and Close.
3. From here, add all the products you require > If you have previously used the Purchasing module, some of your items will already be assigned a supplier, if this is the case, you can skip to step 6 > Once your products are added, those that have no been assigned a supplier will be grouped together under a banner "Supplier Not Set" > To set these products > Click on the radio button next to the product name > Then click Allocate Supplier.
4. A popup will occur showing you all your suppliers > Click on the supplier card (or create a new supplier), you wish to apply to the product.
5. Your product will now be in its own grouped section, under the banner of the Supplier name. Now repeat steps 3 and 4, until all products have a supplier allocated.
6. Once your products have had their suppliers allocated, you can now see your entire purchase order (Please note a separate purchase order and reference number is created for each individual supplier). Once you're happy, make sure each product has been selected - indicated by the radio button being filled with blue. Then click Approve > Reselect the products again > Click Create Orders.
7. You will now be returned to the purchasing screen, where you can see your purchase order has been created and individual reference numbers assigned to each. From here, you simply need to send the order to the supplier. Click on the button "Not Sent" next to the Supplier's name.
8. After clicking "Not Sent", this will bring up the Suppliers Details and allow you to enter any notes you wish > once done, click "Send".
9. This will make the email popup occur. In this section you can specify the email of the Supplier, you wish to send the Purchase order to. If you would like a copy, you can toggle "Send me a copy" and enter your own email into the BCC section > Once done > Hit Send.
10. The purchase order for that supplier is now sending > Click on "Not Sent" again and repeat the previous steps until all purchase orders have been sent.
11. Congratulations! You've just sent multiple suppliers a purchase order, in one process!
Related Articles
How To Raise Requisitions and Purchase Orders in Spenda
How To Raise Requisitions and Purchase Orders in Spenda To use purchasing within Spenda, your Synkd account must have the SpendaBUY module activated Requisition To raise a Requisition and a Purchase Order, Open Spenda and select SpendaBuy Select ...How to Receive Purchase Orders in SpendaBuy
How to Receive Purchase Orders in SpendaBuy Once an order has been received from a supplier. It will need to be entered into Spenda app to increase the stock on hand counts. 1. Navigate to the Spenda home page and select Receive. 2. You will see ...How to create a purchase order
Purchase on the go with a portable ordering system This how-to guide will take you through the step-by-step process of raising a purchase order with your supplier in a few easy steps. Open up your Spenda POS app and click on Purchasing. Select ...How to Create an Account Customer
How to Create an Account Customer Instructional video also included below for easy reference Account Customers within Synkd, directly link to your customer records in your accounting system. Here's how we create an Account Customer; 1. Locate and ...How to Create an Operational Customer
How to Create an Operational Customer Operational Customers do not get pushed to your accounting system. They're simply linked to an ‘Account Customer’ record, which resides on your accounting system. The main aim is to create a "Digital Firewall" ...