POs or Purchase Orders are generally added automatically through API during the integration with your system. In some cases, you will need to manually create a Purchase Order. On the Sight platform, you can manually create your POs quickly and easily!
Follow this step-by-step guide to learn how:
Step 1: Hover over Inspections and click on Purchase Orders.
Step 2: Click on 'Add PO'.
Step 3: Complete the fields for the General Information tab.
Please note: The fields marked with asterisks (*) are mandatory and are required to activate data needed on the Product Information section.
Step 4: Click on 'Next: Production Information' to fill out the Product Information for this PO after completing the General Information section.
Please note: The data provider you select will determine the data source that defines the PO type, product categories, product lines, styles, and brand you can select.
Step 5: Click on 'Add item(s) manually' to add the required product information.
Step 6: Enter the Item ID and click on 'Create' if the item does not exist in your general entries. This will save the information for this Item ID when you create a PO with the same Item ID.
Please note: You will have to fill out Item ID before moving on to the next step.
Step 7: Type in the Style ID, Color, and Size. You can select the Product Line, Product Category, and Brand from the dropdown buttons.
Step 8: Click on 'Add item(s) from list' to add items that already exist on the system.
Step 9: Search by Product Line, Product Category, or Style from the dropdown menu. Click on 'Add' after selecting the items you want to include on this PO.
Step 10: Click on 'Add Assortment' to add an assortment. Fill out the Product Information in the same way you did previously.
Please note: Case Pack and Order Carton Quantity are required for assortment.
Step 11: Click on 'Export CSV' to download a CSV file with labels to guide you in filling out the fields.
Step 12: Click on 'Import CSV' to upload the CSV file with the filled out information for the packing information.
Step 13: After filling out all the required information, click on 'Create Purchase Order.'
Have more questions?
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