How Create PO for Stock
BS

Brave Security

Created Jun 30, 2023

How Create PO for Stock

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Log in to Simpro

18 Steps
Go to https://theftprevention.simprosuite.com/staff/orders.php
1

Go to Materials

Go to Materials
2

Click on PO Number

Click on PO Number
3

Go to Assigned to ,for this case we click Stock

Go to Assigned to ,for this case we click Stock
4

Click on Stock

Click on Stock
5

Go to supplier and choose which supplier.

Go to supplier and choose which supplier.
6

Click on supplier , sample : RDCCO Pty Ltd Permaconn

Click on supplier , sample : RDCCO Pty Ltd Permaconn
7

After Click on FINISH to generate automatically the PO number

After Click on FINISH to generate automatically the PO number
8

Click on UNLOCK

Click on UNLOCK
9

Go to Catalogue

Go to Catalogue
10

Click on search and put the item you want to add.

Click on search and put the item you want to add.
11

For example Permaccon and this are the choices below.

For example Permaccon and this are the choices below.
12

For this, I choose Permaconn 3G to 4G Upgrade. PM45 - 4G + IP Outstation includes Antenna + Install kit.

For this, I choose Permaconn 3G to 4G Upgrade. PM45 - 4G + IP Outstation includes Antenna + Install kit.
13

Type in the box the quantity of the item then press enter.

Type in the box the quantity of the item then press enter.
14

Once you have added all the items you want to purchase, go back to “Order” tab and check if all items and quantities are correct.

Once you have added all the items you want to purchase, go back to “Order” tab and check if all items and quantities are correct.
15

Once all are good to go, change stage to “Approved” .

Once all are good to go, change stage to “Approved” .
16

Click on Approved

Click on Approved
17

Click on SAVE AND FINISH

Click on SAVE AND FINISH
18

You will be redirected to “Forms” tab, always make sure form type is “Order w/o prices (PDF)” before you send the PO document. You can also edit the body of the email if you need to make a note to the supplier.

Once everything is good to send, you can click send to send the PO to the supplier. Once PO has been sent a info message will pop up.

You can click “OK” and then click “Finish” to exit the PO.

For this procedure I didn't have screenshot for sending the PO document cuz in this case I don't need to send to the supplier .

You will be redirected to “Forms” tab, always make sure form type is “Order w/o prices (PDF)” before you send the PO document. You can also edit the body of the email if you need to make a note to the supplier.
Well done!
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