Ordering Cheat Sheet

Ordering Cheatsheet for EZ Process Pro

Overview

• Where are we currently in the process?
  • You have just made a sale, and some or all of the items on the sale were not in stock. Now you need to create a purchase order to order the items for your customer.

Quick Reference Steps

1. Generate a list of all items that need to be purchased

2. Add items needed to be ordered for customer sales to a Purchase Order
3. Generate and send out the purchase order you are in the process of building

1. Generate a list of all items that need to be purchased

• Go to Ordering > Items for PO
  
• This will bring you to a query page where it asks you to select a Manufacturer, multiple Manufacturers, or all Manufacturers. You will now make this selection by checking the appropriate box or boxes.

• You will then select the radial option for “Only display items that need to be ordered for CUSTOMER SALES”.

• Click Submit
  
• A new page will now load showing you a list of items that you have sold to your customers. You do not have any of these items in stock, so you will need to add these items to a purchase order.

2. Add items needed to be ordered for customer sales to a Purchase Order

• On this same screen, you can see it lists out the quantities of each item that you need to order. You have the option of either ordering the items on the list one-by-one by clicking the Vendor drop-down menu on the line as the item you need to order and then click Submit, or you could order all of the items on this list at the same time. Since you need to order every item on this screen for your customers, you can click on the drop-down menu at the bottom of the screen to order ALL items on this page from your vendor.
• To add all of the items on this list to a purchase order, click on the drop-down menu at the bottom of the page and select the appropriate vendor.

• Click Submit

3. Generate and send out the purchase order you are in the process of building

• Now go to Ordering > Purchase Orders > Unprinted Purchase Orders
  
• You will see a list of purchase orders that aren’t in the making. These are just drafts, they are not actual purchase orders just yet.

• Click Generate next to the Vendor you wish to create a purchase order for.
• This will take you to a page that will allow you to create a purchase order. You will see all of the items that were sitting on Items for PO have now been added to this purchase order.

• Enter in whose attention you would like this purchase order to be (i.e. a specific individual’s name, a department, ordering, etc.)

• For the “Ship to Address,” select the location where you would like the merchandise shipped.

• The system will then fill in the Street, City, State, and Zip based on whichever location you ended up selecting.
• Next, you will select a date for “Please Ship By.” This is the date on which you request that your vendor ship your order. This is just a request; ultimately, your vendor will decide when to ship your order.

• If you would like to add more items to this purchase order before submitting it, you can click the Add More Items button to add more items to this purchase order.

• Once you are satisfied with the items that are on this purchase order you will then click either Print or Email to either print or email your purchase order.

• If you click on the Email option the purchase order will be emailed to your vendor at the email address you have entered for them. The email will be sent from noreply@ezprocesspro.com.
• If you click on the Print option the system will bring up a screen for you to print the purchase order.
• Once you click Print or Email a PO # will now be generated for this purchase order. This is basically now telling the system that not only have we generated this purchase order we have also sent this purchase order over to our vendor and they now have it.