You can add items to the purchase order through the quick search which is available in the order lines toolbar or you can use the Add Items dialog. After an item is added to the purchase order you can modify the order line information.
Add items with Add Items Dialog
Click Add in the Order Lines toolbar.
Enter search parameters in the Add Items dialog and click Search. Click Advanced Search to get more search parameters.
Select one or more items from the search results.
Click Add and Continue if you want to search for additional items. Click Add and Close if you want to close the Add Items dialog.
Save the purchase order.
Notes:
- Selected items are added to order lines with quantity 1.
- You are able to add inactive items to the order, but an order with inactive items cannot be processed further (status change is not possible).
- You can only add items to the purchase order in case the supplier is assigned to the item. That's why maintaining item information is important.
- You can add up to 2100 order lines.
Add Item through Quick Search
Click in the quick search text box on the right side of the Order Lines toolbar.
Start typing the name of the item.
Select the item from the list using the up and down arrow keys and press Enter to add it to the purchase order
Notes:
- You can't add multiple items with the quick search.
- Through the quick search you can only add items by typing the item name. Searching by barcode or other information is not supported.
See also: