Create Purchase Order in Evolv WMS
Create Purchase Order in Evolv WMS
1. Click on Bills
2. Click on Create New
3. Click on Create Purchase Order
4. Search and select a Supplier
5. Populate the Due date
Details that may not be available yet, such as the Supplier Invoice Number, can be left blank until you’re ready to convert the Purchase Order into a Bill.
6. Click on Add item
7. Populate the Description and Quantity required.
Details such as the product code and price are not required at this stage and can be left blank until the record is converted into a Bill.
8. Click on Generate Purchase Order
9. Click on Print Actions
10. Click on Print Purchase Order
11. Click on Digital Actions
12. Click on WhatsApp Supplier or Email Supplier or RFQ
When sending via WhatsApp, ensure you’re logged into WhatsApp Web or the WhatsApp app on your device. This will send a digital purchase order to the supplier. If you choose email, it will send through your default mailbox, such as Outlook.
For more information on RFQ , please reference the RFQ manual
13. Click on Other Actions
14. Click on Identify Supplier…
The Edit Purchase order button lets you modify it and update items. Void Purchase order will cancel it entirely.
15. Click on Create Bill
16. Click on Yes
You can then add the necessary details, such as the Supplier Invoice Number, Product Codes, and Pricing, and then proceed to generate your Bill.
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