What We’ll Cover

• What We’ll Cover
• Vendors
  • Finding the Page
  • Adding Vendors
• Purchase Orders
  • Finding the Page
  • Creating Purchase Orders
  • Adding Inventory Items to Purchase Orders
  • Saving the Purchase Order

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Vendors

The Vendors page allows you to configure all the vendors from where you products come. Vendors are use to replenish warehouse stock when making Purchase Orders.

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Finding the Page

In Corporate Office, navigate to: Inventory > Vendors.

https://[CLIENTID].corpadmin.directscale.com/Corporate/Inventory/Vendors

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Adding Vendors

1. In the Vendors page, click the + New Vendor button.

   The Vendor pop-up window opens.

   

2. In Vendor pop-up, type the Vendor’s Name.

3. Provide the contact details of the vendor’s representative in the Contact Name, Email Address, Phone, and Fax fields.

   

4. In the Address section, select the Country from where the vendor operates.

5. Enter the vendor’s physical address in the Line1, Line2, City, State, and Zip Code fields.

   

6. Click Save.

The pop-up closes and the Vendor appears in the Vendors list.

You can edit/delete the vendor configuration using the buttons to the right of the vendor entry.

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Purchase Orders

The Purchase Orders page allows you to replenish stock from your vendors and warehouses.

Important: In order to create a purchase order, you must have at least one Inventory Item, Vendor, and Warehouse set up

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Finding the Page

In Corporate Office, navigate to: Inventory > Purchase Orders.

https://[CLIENTID].corpadmin.directscale.com/Corporate/Inventory/PurchaseOrders

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Creating Purchase Orders

1. In the Purchase Orders page, click the + New PO button.

   You navigate to the Purchase Order page.

   

2. In the Purchase Order page, select the appropriate Vendor.

3. Click select the appropriate Warehouse.

4. Enter the name of the Shipping Method to be used.

5. In the Notes field, you can enter any additional information that may be helpful.

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Adding Inventory Items to Purchase Orders

1. Click the Add Item button.

   

   The Add Item pop-up window opens.

   

2. In the Add item pop-up window, click the Item dropdown to select an inventory item.

3. In the Qty field, type the quantity you’d like to purchase.

4. In the Price Each field, type the price of the item.

   The price entered will be multiplied by the amount entered in the Qty field.

5. Click Save changes to add the item.

The item will appear below the form in a list.

Repeat the steps to add additional items to the purchase order.

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Saving the Purchase Order

Back in the Purchase Order page, click Save Changes when you are ready to create your purchase order.

You are navigated back to the Inventory > Purchase Orders page.

Here, you will find your new purchase order sorted in the list. In this list you can:

1. Print the purchase purchase order.
2. Edit the purchase order.
3. Mark the purchase order as shipped.