access for "Receive PO"

[rjsmeyer]

Probably the one thing I miss about employees consistently not have access to the Manager screen is that they are now not able to Receive a PO ("Receive Order"). 

I'm guessing there must be some other way to access that function that I just haven't found.   But I sure don't think a person would need to have Manager access to check in an order.

Thank.s

Bob

[Courtright]

You don't use "Product Adjust" to check in new orders?

I add products via Product Adjust and then print off an Adjust Records Report to verify alongside the packing slips all merchandise was checked in.

[rjsmeyer]

No.  I like the PO processing. 

  - I can print out the new PO to send to a vendor,
  - we can easily look up a PO to see if something has been ordered,
  - when we receive the order, the price stickers can all be printed automatically,
  - a permanent record of the order is maintained right within EZP for later reference

I've even started using PO's when a artist vendors come in with stuff - I can keep a running total on a PO while we're picking what we want, verify all the costs as the items are entered on the PO, print out a final copy of the PO for the vendor, print out all the price stickers with one click of the mouse, and adjust the inventory levels with another click. 

Plus, EZP keeps a searchable record of all our past PO's right in EZP if I want to look something up.

Of course, I don't want just anybody creating the PO's, but I do have the expectation of the employees "receiving" the PO.

I've used the "Adjust" function for other things, but it just doesn't seem to have the features that make PO's so easy to use.

[Courtright]

Gotcha,  I have never used the PO system because I wasn't sure if I could make it work easy enough for me.  What happens when you order something but items are on back-order and ship separately at different times?  Can that still be handled?

Thanks

[ronaldrwl]

A backorder can be entered and it will be kept track of.
Also, I'm looking into an option to accept PO's from the sales screen.

[ronaldrwl]

I sent you an update that allows you to add a PO button on the sales screen.

[rjsmeyer]

Thanks for the update, Ronald - that works great!

I'm not sure I've gotten the backorder feature to work.  I can put it on BO when the initial order comes in, but can't figure out what to do with it from there - it just kind of seems to stay as a BO.

[ronaldrwl]

You can re-open the PO to receive backordered items.  The PO Find window shows which PO's have backordered items.

[rjsmeyer]

Ronald, when I re-open the PO where the BO items are, I can't seem to be able to do anything with them - i.e., the number backordered remains in the B/O column, and I can't seem to do anything to change that.  I can "save" the PO again, but the quantity remains in the B/O column of the PO and does not add to inventory.

Is there another step after putting something on backorder?

[ronaldrwl]

Use the Receive PO to find the PO and then you can change the back orders.

[rjsmeyer]

Okay - I was looking for a way to add a value to the "received" column, but it looks like you just remove the value from the "B/O" column.

Speaking of PO's, is there any way to still print price stickers from the PO if you inadvertently click on "save" first?   

[ronaldrwl]

I believe you can still open the Receive PO again and use the File / Print Labels, even if it's been completely received.