QB POS Help – Procurement



Ordering product from vendors is fairly easy with QuickBooks POS. Before beginning, ensure that all of the products in the QB POS database have reorder points listed. If there are no reorder points, items will not show up in the “Suggested PO” reports.

 

 

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Procurement

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Ordering product from vendors is fairly easy with QuickBooks POS. Before beginning, ensure that all of the products in the QB POS database have reorder points listed. If there are no reorder points, items will not show up in the “Suggested PO” reports.

  1. Select Purchase => Suggest PO from the menu

  1. The “Suggest POs” dialog box will come up as shown below:

  1. Select the name of the vendor from the dropdown list.

  1. Select the last radio button, the number of days of sales that you want for the product, and base the generated PO on the maximum number of days of sales possible – in this case, 360 days should be enough.

  1. A purchase order will be generated, from which select any modifications needed. When you have finished modifying the PO, select “Create PO”.

  1. After selecting “Create PO,” a dialog box will come up asking you what actions you would like QB to take. Uncheck the appropriate boxes if the action is not desired. We’ve unselected “Show me a list” and “Print” in the example below.

  1. When the Suggested PO has been generated, it will appear in the list of purchase orders as shown below. Select “Purchase Order List” from the “Purchasing” menu to view the available POs.

  1. Find the suggested purchase order you’ve just created. The new suggested purchase orders will have “Suggested” in the “Status” column, as shown below:

  1. You can now open the PO you would like to activate. From the Status dropdown, BE SURE TO SELECT OPEN! This will allow your coworkers to see what has been ordered and avoid the deletion of “Suggested” POs that might have been used as active orders. Make any changes you need with this PO and save. You can also print or generate reports based on the “Open” POs. You can send the reports to your vendor to in Excel format if the vendor will take these as orders.

 

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