Operations AR - Add Items to a Vendor Purchase Order

1. Navigate to "Accounts Payable"

   To add items to an existing purchase order, you will need to first navigate to the "Accounts Payable" section in the Operations Portal.

   

2. Click "Purchase Orders"

   Then, click "Purchase Orders". In order to access and update "Purchase Orders" you will need to be set up either as an "administrator" or a "superuser", or have the roles of: "purchaseOrderView", and "purchaseOrderEdit". To be able to add items, the following roles are needed: "productView", "productEdit", and "orderEdit".

   

3. Search for the Purchase Order

   Using the search field, search for the purchase order number you wish to add items to, or select one from the grid list view.

   

4. Click the more details icon

   Click the more details icon to view detailed information about the purchase order.

   

5. Click the "Items" Tab

   Next, click the "Items" tab to manage the products included in the purchase order.

   

6. Search for the item

   Then, click in the "Add item" field and start typing in the item's product name or code to search.

   

7. Select Item from List

   Select the item to choose the product.

   

8. Enter "Quantity"

   Then, add the quantity you wish to order and hit enter to add the item to the Purchase Order.

   

9. Hit "Enter" key to add

   Hit the "Enter" key to add the item.

   

10. Updating Quantity

    To edit the quantity of the item once it has been added to the item list, simply click in the "qty" field on the line item and adjust the number of units.

    

11. Hit "Enter" key

    Hit "Enter" key or click anywhere on the screen to apply the update.