Add a Blanket Purchase Order 

Why set up a Blanket Purchase Order? 

Blanket purchase orders allow your business to commit to large volumes while receiving smaller deliveries over time. This order shows a supplier your intent to buy goods over a period, ensuring they have the products available for you. You can adjust your commitment by updating the supplier. A purchase order derived from a blanket order is the document the supplier needs to provide the goods. 

How to set up a Blanket Purchase Order? 

1. Select Purchasing on your Wiise landing page. Then, select Blanket Purchase Orders. The page displays.  
    
   Note: You can search for Blanket Purchase Orders from the top right-hand corner of the page. Then, select the related link and the page displays.  
2. Select +New to add a new order. The blanket purchase order form consists of four main sections (FastTabs) which are General, Lines, Invoice Details and Shipping and Payment. 
     
   Note: Hover over any field name to view detailed descriptions.  
3. Fill in the required fields:  
   
   1. General Section: 
       
      1. Vendor Name: This is mandatory. Select the vendor. 
      2. Note: Selecting a vendor auto-fills fields like address, contact details, and purchaser code. If the vendor doesn't exist, you'll be prompted to create a new vendor card. 
      3. Due Date: Enter the date by which the invoice should be paid.  
   2. Line Section: 
      
      1. Type: Enter the type as Item for inventory items. 
      2. No: Select the item number that want to place the blanket order for, and the description will populate. 
         
         Note: you can use the type comments to enter comments for each line.
          
         Note: you can enter multiple lines of different quantities to purchase from this supplier and use comments in between lines.  
      3. Location Code: Update if applicable. 
      4. Quantity: Specify the quantity desired. This will mirror in the Qty. to Receive field. 
      5. Expected Receipt Date: use this field to indicate when you would expect to receive the goods for each line.  
   3. Once all the details are filled in and the Qty. to Receive fields are updated, select Home. Select Release again.  
   
   Note: You can send the Blanket Purchase Order to your supplier to communicate the intent to purchase. When ready to purchase you can create new purchase orders from the blanket purchase order and send them to your supplier.  
   
   Note: You can process multiple purchase orders from a blanket order. 
4. You can now process the blanket purchase order.  
5. Select Home. Then, select Make Order.  
   
6. A message box displays to confirm if you want to create an order from the blanket order. Select Yes to continue or select No to stay on the page.     
   
7. When processed, a message displays confirming that an order has been created from the blanket order. Select OK to proceed.    
    
8. Select the Line action menu from the Lines section to view the unposted created orders.
   
   1. Select Unposted Lines. Then select Orders. 
      
   2. You can view all purchase lines of orders created but not yet posted against the blanket purchase order.    
       
   3. Select your order, by selecting the line row. Then select the Show Document action. The Show Document action opens the unposted purchase order with an Open status. 
      
      Note: You can still update the Quantity and Qty. to Receive before releasing the purchase order. 
9. Once ready, post the purchase order to receive the goods and or invoice.  
   
   Note: If you use warehouse receipts, post from the warehouse receipt instead. 
10. You’ve set up a blanket purchase order.  

What’s next? 

Now that you’ve completed the purchase order and received the goods, you can process the vendor's invoice for payment. 

Need more help?    

No problem, that's what we're here for. Reach out to support@wiise.com anytime you can't find what you're looking for.