After a PO has been created, learn how-to add Parts as Purchase Order Lines.
First Step - Open PO
Begin by opening the desired PO. If one does not exist Create a New PO.
Second Step - Add a Part
Then continue to the Add Part to Purchase Order section.
Use the Part look-up field to search for existing Parts to add a Purchase Order Line.
Click the Part look-up icon to launch the search browser.
Service Job Line field appears when you create a PO from a Service Repair Order. This will help you assign a Part to the correct Job Line on Service Repair Order.
Here is a screenshot when creating a Purchase Order without Service Repair Order #.
Type the Part Number (Name) in the search box and click Go! Or expand the search to (All Fields) and search by Part Description or Manufacturer.
A list of Recently Viewed Parts provides the User potential short cuts when selecting Parts. Click the Part Number to add it to the PO.
The Part Number will now be displayed in the look up field. Set the Quantity and include any optional Notes. Click drop-down menu to select Service Job Line # related to Service Repair Order.
Select Service Job Line #. Click the button Add Part to Purchase Order to create the PO Line.
Repeat this step to add more Parts.
Third Step - View/Edit PO
Once created, Action items allow the User to View / Edit the PO Line.
- View allows the PO Line to be Cloned or Deleted.
- Edit allows the user to modify the PO Line.
Notice the Example Notes were included under the PO Line. The system also included a default note the Part comes in a Pack QTY of 4.
The Total of the PO Line is calculated and auto-populates the PO Amount.
The PO Amount will continue to adjust as the process is repeated and more Parts are added as PO Lines.
New Feature is available for DealerTeam Mobility Package 2.7 and above.
- Ability to Add New Part Master from the Purchase Order Screen.
- Saves you a few clicks.
Now the Purchase Order has Parts added, learn how to Receive a Purchase Order.