Procedure to manually enter a PO in Agility

How to Enter a PO

Go to Purchasing > Purchase Order Entry

Starting a PO

Once in the Purchase Order window, you have three options:

1.   Start new Purchase Order (Ctrl+N)

2.   Open/Search existing Purchase Order (Ctrl+O)

3.   Enter existing Purchase Order ID

Enter your Supplier Name

1.   Enter in the Supplier ID.

2.   Tab over and enter the Ship-from #.

3.   If an exact Supplier is not found, use the Supplier locator.

4.   Type in the Suppliers name or part of the Supplier name

5.   Click Search to pull all related Suppliers

*double click or use the Enter key to select a Supplier.

Populate Purchase Order header information

1.   Finish populating the remaining Purchase Order header information, such as sale type, buyer ID, expected ship date, expected receipt date, ship via, freight terms, etc.

Adding Items

1.   Click the Detail tab (F8 or Ctrl+A) to move to the Item Detail screen.

2.   Search by item number, cross reference or keyword (use the Tab key, if an exact match is not found the Item Locator will appear)

3.   The Item Locator will return a list of search results and their available quantities.

*double click or use the Enter key to select an Item from the locator

Entering a Quantity and Cost

1.   Use the Enter key to move from the Item field to the On Order field and enter your quantity.

2.   Use the Enter key to move from the On Order field to the Cost field and enter/verify your cost.

3.   Use the Enter key to add the Item or the Save button.

4.   Repeat this process to add additional Items (enter Item>>Enter key>> enter On Order quantity>>Enter key>>enter/verify Cost>>Enter key) 

Save the Purchase Order

1.   Click the Save icon in PO toolbar at the top of the screen. (Ctrl+S)