Add item mix to a purchase order

Note: If you create a purchase order from the Request panel, the item mix on the sample request is automatically added to the purchase order.

If the purchase order is for a Style, the item mix that is included in the request for Style will refer to the main colors and main size range of the selected style.

  1. Select Basics > Request.
  2. Float the Request panel and dock it to any side of the main window for side-by-side viewing.
  3. Drag and drop a request from the Request panel into the Request table.

    To add multiple requests simultaneously, select two or more requests while pressing Ctrl on your keyboard.

    Note: Adding multiple requests is available only for requests with the same supplier.
  4. Specify this information:
    Request #
    Displays the request number of the request.
    Request ID
    Displays the request ID of the request.
    Style Number
    Displays the style number that is associated to the request's item mix.
    Style Name
    Displays the name of the style.
    Color Code
    Displays the color code of the request's item mix.
    Color Name
    Displays the color name of the request's item mix.
    Size Range
    Displays the size range of the request's item mix.
    Size
    Displays the size of the request's item mix.
    Qty
    Specify a quantity.
    UOM
    Select a unit of measurement from the list.
    Price
    Specify a price for the item mix.
    Currency

    Specify the amount and select a currency.

    You can define currencies on the Setup menu.

    Delivery Method

    Select a delivery method.

    You can define delivery methods in Generic Lookup.

    Delivery Terms

    Select a delivery term.

    You can define delivery terms in Generic Lookup.

    Due Date

    Displays the due date that is specified on the request.

    Optionally, update the due date.

  5. Click Save.
  6. To send the purchase order to the selected supplier, click Send.