Order Page
Get all the details of each purchase order on the Order Page!
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Get all the details of each purchase order on the Order Page!
Last updated
Was this helpful?
The top of the order page show the order’s PO#, followed by the vendor name, the vendor code in parentheses, the add item button, (un)receive button, % discount button, and with checked button.
The vendor name is shown in blue, indicating that it is a link. This link will take you the vendor page where you can view the vendor information. Learn more about vendor pages here:
PLU
Search all non-archived items or directly type in the item number
Description
The description for the item being added to the PO
Quantity/UOM
Enter the quantity of the item being added -- Change the unit of measure for the item
Unit Cost
Enter the cost per item being added- this field may be pre-populated based on historical cost for that vendor & item
Total Cost
Quantity * Unit Cost- changing this field will change Unit Cost accordingly
Reserve For
Enter a customer account here to reserve items on the PO for them
Note
Add a note to the line item
Just make the popup disappear without making changes to the PO
View and edit an overview of order totals, dates, notes, and more!
Total on Order:
Total cost of all items
Total Received:
Total cost of received items, excluding items on the PO but listed as "Ordered"
Other Cost:
Cost of shipping and other misc. vendor charges, enter this amount by clicking the field
Total Invoice:
Received + Shipping
Created:
Date the PO was created
Est. Delivery:
Estimated delivery date, entered by clicking the field and selecting from a calendar
Bill Date:
Date of billing
Invoice #:
Invoice number to match invoice to PO
Due Date:
Terms of payment for vendor- when the bill needs to be paid by
Received:
Either "NO" for not received yet or the Received Date
Status:
Set the order to Building, Submitted, Confirmed, or Arrived (See "Orders"). Once the order is received, no changes can be made here.
Attachments
Links to all the attachments (AV, confirmation, invoice, etc.) associated with the PO
Notes:
Line numbers and checkboxes (see "With Checked")
PLU
Item number & link to item page
Description
Full description and wishlist info, if applicable
Part Number
Item's part number can be edited on the Order Page or on the Item Page
Note
Add notes to specific line items
Qty
Quantity on order
UOM
Unit of measure
Each Cost
Subtotal
Unit Cost * Quantity
Margin
Unit Cost / Retail Price
W/ Freight
Margin adjusted to include shipping costs
Each Price
Retail price set for item
Department
Item's department
Status
Item's order status and the employee who added the item
The last column on the order table, "Options", is a drop down with 5 available functions.
Receive (or unreceive if the order is still pending) individual line items
Beneath the items on the table, view the total items received, cost of received items, margin, and margin with shipping. The total cost of the order is also shown, including freight and a freight percentage, at the bottom of the table.
Add Tags: Add selected items to the tag queue
Reorder: Add items to a new PO with the same vendor, which will be created when you select this option
Load to Register: Auto-ring up selected items to the register page
Move Items: Transfer items to a different PO
Negate Quantities: Change the item quantities from positive to negative (or negative to positive)
Apply/Remove Discount: add a vendor discount on all the items and toggle the check button to include or exclude freight prices in the discount. You can also select a percentage based discount or an amount.
Delete Items: Delete the selected items from the PO.
Pumpkin: Distribute a total cost among the selected rows according to their retail price so that they all have the same margin.
Set Counts: Takes the selected item(s) on the PO and sets the count on hand in inventory.
Delete Items: Remove multiple items from the PO
If you do not select Download, the system will just open the file in a new tab!
If you submit via email, the reply-to email will be the email address for the employee who submitted the order. If that employee doesn't have an email address in the system, the reply-to address will be the same as the sender.
The button is used to add items to the PO. When you select this button, a modal will appear that allows you to enter the necessary item information. The fields in the modal include:
The icon will open the inventory search page in a new tab.
The icon will multiply the quantity you have entered in the field by the quantity you enter when prompted. (For ex- if you are adding flats of 12- you this function to calculate the total number of items being received.
The icon will insert the item's current average cost as the unit cost.
The icon will use the item's most recent cost as the unit cost.
Enter notes on the PO by selecting the icon
If you submit your order via the button at the bottom of the order page- VMX will automatically set the order status to "Submitted"
Cost per item, entered on the popup, but editable by clicking the table cell
The item description column may also include an "Also on order" alert like this: which shows the quantity, PO #, and vendor information if an item is on order multiple times!
Use the button to receive all the items on the order. If the order has already been received, but is set to pending status, you can also use this button to unreceive all the items. When you do either of these, the system will give you the option to add/remove tags and create/remove reservations for customers.
Use the button for 7 different functions, which will only apply to items that are checked.
Select the button to toggle the Margin, Freight, Unit Price, and Department columns on the order table.
Select the button to create an Excel spreadsheet or PDF of the PO. Use the popup to select the file type, which columns to include, edit notes, and whether or not you want to download the file.
Select the button to send a PO to the vendor (or to anyone) right from the order page! Use the popup to select which columns to include and edit notes. You can send the order via email or fax, or select phone to record that the invoice was submitted over the phone. Enter the recipient email address or fax number or if there is an email or fax number recorded in the vendor profile, it was be prepopulated in the recipient field.
