Minimum Version Required: 23.01
Steps
How to create a Purchase
1. Using Universal search, navigate to the Purchases table
2. Click the Add Purchases button
3. Enter values to the Receive Date, Vendor, and Location fields
4. Click the Add Record button when complete
5. Use Product Search to add products. You can search by Product Number or Product Name
6. Add Quantity (typically listed as Cases) and click Save Changes
7. Using Universal search, navigate back to the Purchases table
8. On the Receive Time column, click the Order Shipment link. To email the PO to the Vendor, click the Send PO link.
Fields And Definitions
* = required field
Purchases table - Table displaying Purchase records with information including Shipment ID, Vendor, Status, and Invoice Number
Encompass Mobile - Handheld app to access a customer’s Warehouse, Dashboards, and Sales Executions
Shipment Number - Reference number used to identify a specific shipment
Receive Date* - The date a shipment is expected to arrive
Vendor* - The company that supplies products to a business
Location* - Specific warehouse that is receiving the product