Purchase Request: Encoding PO Details to Steer
Last Updated: August 31, 2023
Once the Purchase Order has been created and generated, the details of the PO will have to be encoded back on Steer. This information will help the warehouse keep track of the pending deliveries from the Suppliers.
To begin encoding purchase order details, follow the outlined steps:
On the Steer dashboard, purchase order for PO Encoding under Tasks. Click on the Purchase Request item. This will take you to the encoding of additional details of pending purchase orders.
Go to the PO Details section of the form and fill in the following fields for each material:
Scroll up and click on the Approve button to approve the request.
Next Article: Materials Receiving: Receiving the Materials
Previous Article: Purchase Request: Approving and Generating PO Details
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
Encoding PO Details
Once the Purchase Order has been created and generated, the details of the PO will have to be encoded back on Steer. This information will help the warehouse keep track of the pending deliveries from the Suppliers.
Instructions:
To begin encoding purchase order details, follow the outlined steps:
On the Steer dashboard, purchase order for PO Encoding under Tasks. Click on the Purchase Request item. This will take you to the encoding of additional details of pending purchase orders.
Go to the PO Details section of the form and fill in the following fields for each material:
Field | Description |
---|---|
Vendor | Choose the vendor from the list. If the desired vendor does not appear in the dropdown, add the vendor to the Vendor record. |
PO Number | Input the material’s PO number generated outside of Steer. |
PO Unit Cost | Set the material cost per unit |
Delivery Date | Set the date of delivery of the material. |
Scroll up and click on the Approve button to approve the request.
Next Article: Materials Receiving: Receiving the Materials
Previous Article: Purchase Request: Approving and Generating PO Details
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
Updated on: 31/08/2023
Thank you!