Skip to main content

 

 

DealerTeam

Add Parts to a Purchase Order for Lightning

Goal

A Purchase Order Line needs to be created for every Part added to the PO. The Sum Total of the PO Lines will auto-populate the PO Amount.

Before adding parts to a purchase order you will need to Create a Purchase Order.

After reading this article you will be able to:

  • Navigate to a purchase order record
  • Add parts to a purchase order

 

Attention Users,
Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This article is designed for Lightning Experience.

 

Step One: Navigate to Purchase Order Record

  1. Click the App Launcher icon.

1.1.png

 

  1. Enter Purchase Orders in the quick find area.
  2. Click Purchase Orders.

1.2 1.3.png

 

  1. Select the desired purchase order.

1.4.png

 

Step Two: Add Parts to Purchase Order

The Add Part section consists of (a) part field, (b) add new part button, (c) quantity field, (d) notes field, (e) add part button.

parts to purchase.png

 

  1. Enter <part name> or <part description> in the part field,
  2. Click the Search icon.

2.1 2.2.png

 

  1. Select the part.

2.3.png

 

  1. Enter <amount> in the quantity field.
  2. Click Add Part to Purchase Order button.

2.4 2.5.png

 

Purchase Order Line

The Purchase Order Lines section shows the different parts added to the PO. The PO Amount field shows a summation of the total cost of the added parts.

Purchase Order Lines.png

 

What's Next

Now the Purchase Order has Parts added, learn how to Receive a Purchase Order.