Creating a Purchase Order

The first step to replenishing inventory is to create purchase orders. These purchase orders later become receiving documents for the items your vendors deliver.

To create a purchase order

1. Select PO & Receiving from the Inventory menu. The PO System screen appears.

2. Select the Purchase Orders tab.

3. Click Add. The Lookup screen appears.

4. Select the vendor you want to order from and click OK. The Purchase Order screen appears.

5. If you have it, type the reference number for the purchase order.

6. For each item that you want to order, click Add and look up the item or scan its bar code. For more information, see Looking Up Inventory Items or Entering Bar Codes on Purchase Orders and Receiving Documents.

Tip: You can also use the down-arrow lookup method to add items to the purchase order. For more information, see Using the Down-Arrow Lookup Method.

7. For each item that you’ve added to the purchase order, do the following:

a. Type the quantity.

b. Change the price (your cost) if needed.

Note: If you’re ordering items in bulk, such as valve stems, TireMaster can calculate the cost for each item. For more information, see Calculating an Item’s Per-Unit Cost.

c. Change the federal excise tax if needed.

Note: Depending on how Use Next FET for POS/Receivings is set in System Controls, the FETax column displays either the average cost of an item’s federal excise tax or the FET used the last time the item was received.

8. Complete the following shipping and handling information:

a. Type the shipping method or courier’s name, along with the tracking number if needed.

b. In the FOB area, select Source if you will pay for the freight or Destination if the vendor will pay for the freight.

c. If you have it, type the contact person’s name.

9. When you’re done adding items to the order, do one of the following:

To complete the order, click Order.
To close the order and complete it later, click Close.