Adding Catalog Items Directly to PO

Depending on your organization’s procedures, items don’t have to come from purchase requests. Items can be added directly to a purchase order. To add catalog items directly to a purchase order:

  1. Open the purchase order where you want to add catalog items to display the Purchase Order panel (see Searching Existing Purchase Orders).

    Add_Catalog_Item_PO_001.png

  2. Click Add Catalog Item in the Items pane. The Search Catalog panel is displayed. Note that the Supplier Company assigned to the PO is automatically selected as a search parameter.

    Add_Catalog_Item_PO_Search.png

  3. Search the catalog and locate the item you want to purchase.

    Add_Catalog_Item_PO_002.png

  4. In the Results pane, enter the Qty. Desired for the item, and then click Add to PO.

    Add_Catalog_Item_PO_003.png

  5. The selected catalog items are added to the Items to Add pane at the bottom of the panel.

    Add_Catalog_Item_PO_Items_to_Add.png

  6. Click Complete. The catalog item(s) are added to the purchase order, and appear in the Items pane of the order.

    Add_Catalog_Item_PO_004.png

  7. You can add more catalog items to the purchase order as needed.

 

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