1. Select from the drop down P.O.P. (Purchase Order Processing) Click on Requirements icon

2. Search for lines with a Requested status (using the drop down list)  Ensure the status is set to Requested before search is run, otherwise the system will be searching for all items regardless of the status.  

3. Ensure all lines have a Stock Code Sort on the column header Stock Code Lines that do not have a stock code assigned have not been sold before and need a stock code allocating before the line can be purchased. To do this, double click on the first line. This will open the Line Requirements screen. Press the Make Product button. The Product Creation popup shall appear, at which point you make any changes required prior to creating the code.

4. Once changes have been made press the Create Product button This will jump you into the newly generated Stock Product. Check and verify the details. Press the Close icon Press the Next icon if further products need creating Otherwise press the Close icon back to the Requirements Lookup

5. There must be a vendor set against all line.

6. Is there a cheaper vendor available? Sort on the Cheaper column And where Yes appears a cheaper Vendor is available  

7. Double click on the Grid line  

8. Alternative Vendors are displayed at bottom of the screen. The Cost Pricing, Pack Size and Last Purchase date and Cost info is available here Double click on the Vendor to be selected Press the Close icon (please beware of already updated lines through the Notes instructions) 

9. The Sales Unit must match the Purchase Unit

10. Has a special price been agreed for any of the lines?


Note – where special purchase prices have been agreed – ensure the purchase order is manually transferred to the vendor as sending via EDI will overwrite the pricing.

Where Notes exist double click on the Grid Line, sort on the Notes column to check to see if any special pricing has been agreed already

If you need to, amend Purchase Cost accordingly. Press the Close icon. And repeat accordingly.

ONCE THE CHECKLIST HAS BEEN FOLLOWED, THE LINES CAN NOW BE PLACED ON PURCHASE ORDERS AND SENT TO THE VENDORS.