How to place a PO

Purchase Orders in Pistachio track purchases you've made or will make with vendors and can contain items both from stock or customer orders. Orders that need to be placed for customers will appear in 2 sections as detailed below. You can also create a new purchase order using the + New Purchase Order button.

Section 1:

The top part of the page is generated from any special order items that are being ordered for pickup or delivery from the store. The POs are generated by vendor and will contain 1 or more Sales Orders.

1. Begin by clicking on order items.

2. Here you can confirm the details on the PO - the delivery date estimate, quantity, and item description. In the subtotal section you can put in any price adjustments or add a deposit. For reference you will also see all associated Sales Orders listed on the right side of the page.

3. If you need to add other items navigate to the "Order Items" section. "Add items to Purchase Order" will allow you to add additional special order items. For stock items, you can select from the vendor's product catalog in the product search bar. You can also add a custom order product if the product you want to order is not already in the vendor catalog.

4. Once everything looks good, click submit.

5. The PO has now updated from Draft to In Review Status.

6. Reopen the PO and click Send at the top right of the screen. 

7. You can add email addresses, update the email address, subject or note prior to sending. Then click Submit.

8. The PO has now updated to Sent and the PO has been placed successfully.

Section 2:

The lower section/table area will have direct to customer POs generated and they will be in a __draft__ status.

1. Click on the PO to open it and review the details.

2. Follow steps 2-9 as listed above

+ New Purchase Order:

1. This option can be used when you are looking to (re)stock inventory items, purchase items for display, or any other use case when you don't have a sales order to associate the items.

2. Select a vendor. The vendor contact will populate.

3. Ensure the location is accurate and update the notes as necessary.

4. Confirm the delivery address.

5. Add items to the PO using the Add Items to Purchase Order or Add Custom Order Product options.

6. Once all items have been added follow steps 4-9 as listed under Section 1.