Orders

Purchase Orders

Manually Adding items to an Order

1. From the Product menu, go to Orders

2. Click New Purchase Order

3. Select a Vendor

4. To manually add products, scan or search by name for an item to add to the order.

5. Enter the Qty you wish to order.

6. When all items are on the order with the correct order qty, Click Process.

7. Answer Yes to the popup 'Are you sure you want to set the PO to In-Process'.

Adding items by Category/Subcategory

1. From the Product menu, go to Orders

2. Click New Purchase Order

3. Select a Vendor

4. Click Add Products

5. Use the drop down on list to filter products.

   • All Items- this will list all products in the SalonBiz system.

   • Below Min- this will list all products that have fallen below the minimum qty set in the product file.

   • Manufacturer- this will allow you to choose a manufacturer then the system will list all products linked to the manufacturer chosen.

6. Choose a Category then Subcategory if you want to filter the products.

7. To select all items listed check the in the header column and click Add to PO.

8. To select specific products from the list displayed, place a check next to each item and click Add to PO.

9. Enter the Qty you wish to order.

10. When all items are on the order with the correct order qty, Click Process.

11. Answer Yes to the popup 'Are you sure you want to set the PO to In-Process'.

Auto Create Purchase Order

SalonBiz can only auto create products that have a min/max set in the product file.

1. From the Product menu, go to Orders

2. Click New Purchase Order

3. Select a Vendor

4. Click Auto Create PO

5. Select the Auto Create Method then click Create PO

   • All Items by Vendor- This will add all items for the vendor selected that need to be ordered.

   • All Items by Manufacturer- Select the manufacturer(s) you want to auto create items.

   • By Category- Select the categories you want to auto create items.

   • By Subcategory- Select a category then the subcategories you want to auto create items.

   • Item number range- Enter the item number range you want to auto create items.

   • Sales by Date Range- Enter the date range for products you want to auto create items.

6. Edit the qty of any items that need to be changed.

7. Add additional items that need to be ordered.

8. When all items are on the order with the correct order qty, Click Process.

9. Answer Yes to the popup 'Are you sure you want to set the PO to In-Process'.

Receiving Orders

Receiving items from a Purchase Order

1. From Product menu, go to Orders

2. On the Purchase Orders side filter by In Process

3. Click Receive next to the order you want to receive.

4. Receive the entire order by clicking the check circle in the qty column header.

   • This will set the qty received as the same amount ordered.

5. Edit any quantities that need to be edited.

6. Verify the cost of each item and make sure the subtotals on the invoice match the subtotals on the receiving order.

   • If the cost is different, edit the cost by clicking in the cost per column and typing the new price.

7. If you need to receive products that are not on your purchase order, scan or search by name to add the products. Enter the qty you want to receive.

8. Enter tax, freight and discounts in the corresponding fields.

9. Click Process

   • If all items from the PO have been received on the RO select Yes to 'Are you sure you want to set the RO and PO to Received/Processed'?

   • If not all items from the PO are being received on the RO when process is clicked select how you want to process.

     • Process PO & RO will mark both the PO and RO as Received/Processed.

     • Process RO Only will mark only the Receiving ordered as Processed and keep the Purchase order with an In Process status. When the remainder of your order arrives you can receive in those items in on another RO then process not the PO & RO.

Receiving an Order without a Purchase Order

1. From Product menu, go to Orders

2. Select a Vendor

3. Manually add products, scan or search by name for an item to add to the order.

4. Enter the Qty you wish to receive.

5. Enter tax, freight and discounts in the corresponding fields.

6. When all items are on the order with the correct order qty, Click Process.

7. Answer Yes to 'Are you sure you want to set the RO to Received/Processed?'