Receive PO (Admin Portal)

Overview

The purchase order process is the recommended workflow for ordering units from your vendors and managing their receipt in your warehouse, helping you streamline procurement and inventory management operations. By following this process, you establish a clear communication channel with your vendors, ensuring accurate and consistent ordering of items, and maintaining visibility and control over the inventory entering your warehouse. Efficiently manage your relationship with vendors, minimize errors, maintain accurate inventory records, and ensure a smooth flow of goods into your warehouse.

Manage POs

The Skustack Admin portal enables you to easily search for existing POs, create new ones, manage purchased goods, and more.

Search POs

To search POs, follow these steps:

1. Navigate to the Skustack Admin portal at https://xx.skustack.com (replace “xx” with your server ID or team name).

2. Enter your login credentials.

3. On the left, select Purchasing > Manage POs.

4. Configure your Default filters to make sure that the results display exactly what you need.

5. Click Search. Each filter you apply gets highlighted. If a filter is gray or not displayed at all, it’s not active.

6. To manage the columns in the grid, click the three dots icon on the top right and select Customize Columns. You can:

   1. Reorder columns by dragging them up or down in the list;

   2. Hide columns by clicking the Trash icons;

   3. Add columns by clicking Add column.

7. To arrange the data in a different order, use the Sort by menu.

8. To save your filtering and sorting options, click Save view, enter a Name, and click Save.

9. Select a PO from the grid and access the Actions menu to either Receive and Unreceive items, or Export PO data in your preferred format.
   
   

   
   

Add New PO

To create a new PO:

1. Navigate to Purchasing > Add New PO, or go to the Manage POs page and click on the green + icon at the lower right-hand corner.

2. Populate the following fields:

   1. Company

   2. Vendor

   3. Receiving Warehouse — The warehouse to which the purchased items will be delivered.

   4. Description — The PO description.

   5. PO Type — Purchase Order, Credit Memo, or Vendor Offer.

   6. Vendor Note — Displayed on the Purchase Order.

   7. Payment Terms — Indicates when a payment is due. Typically applied to invoices.

   8. Expected Delivery — Estimated date of arrival.

3. Click the blue arrow icon to proceed to the next step, Add Products.
   
   

   
   

Products

To add products to the PO:

1. In the Products panel, click Add Products.
   
   

   
   

2. Search for existing products in your catalog or create a new product by clicking the Add new product option.

3. Select the item from the grid, enter the required quantity and click Continue.
   
   

   
   

4. Confirm the total units being ordered and the price per unit in the grid and click Add Selected.
   
   

   
   

5. Click the blue arrow icon to proceed to the next step, Address.
   
   

   
   

Alternatively, you can also add multiple products at once via a file upload:

1. Click the Upload Products icon, in the upper right-hand corner of the Products panel.
   
   

   
   

2. To obtain a template file, select the desired file format (Excel, Tab Delimited or CSV) and click the download icon.
   
   

   
   

3. Populate the following columns:

   1. ProductID

   2. VendorSKU

   3. UnitPrice

   4. Qty

   5. Discount

   6. DiscountType

   7. TotalPrice

4. Once done, save the document, return to the Upload Products dialog, and upload it to the system.
   
   

   
   

5. You can either Merge or Overwrite Existing Items in PO, by checking the appropriate box.

6. Click Upload and the products will be added to the PO. Click the blue arrow to proceed.

Address

1. Fill out all the necessary information regarding the shipping and billing addresses for the purchased items. Alternatively, select a pre-saved address from the Saved Addresses drop-down list.

2. Click the green flag icon to finalize the Purchase Order.
   
   

   
   

Import Purchase Info

You can also create multiple Purchase Orders simultaneously using the Import Purchase Orders option. To do that:

1. Navigate to Purchasing > Tools > Import Purchase Info and select the Import Purchase Orders option.
   
   

   
   

2. To download a sample template, click the download icon on the Import Purchase Orders panel and select the desired file format (Tab Delimited, CSV, or Excel).
   
   

   
   

3. Populate the file with your desired PO data.

4. Return to the Import Purchase Orders panel. Select the file and fill in the required fields.

5. (Optional) You can use a customized plugin for PO import. Contact our Support Team to request a customization for your account.

6. Select the Create New PO Numbers checkbox to allow the system to generate numeric values for the POs. Alternatively, select Create As Credit Memo and the system will proceed accordingly.
   
   

   
   

7. Click Import and a Queued Job will be generated. Once processed, the new Purchase Orders will be visible on the Manage POs page.

Related Settings

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