Purchase Orders & Invoices
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      3. Purchase Orders & Invoices

      Add Non-Inventory Items to a Purchase Order 

      Overview: 

      • Learn to use Non-Inventory Items on a Purchase Order 

      Why use Non-Inventory Items in a Purchase Order? 

      Using a purchase order for non-inventory items allows businesses to track services or one-time purchases. These items are not stored in stock or included in inventory counts. It ensures accurate expense recording and simplifies procurement for non-stocked goods or services. 

      Note: Non-inventory items include services such as labour, consulting fees, or maintenance. They may include consumables like office supplies, cleaning products, or small tools that are not tracked as inventory. 

      How to Add Non-Inventory Items to a Purchase Order? 

      1. Search for Purchase Orders on the top right-hand corner of the page. Select the related link and the page displays.  

        Note: Set up a new purchase order or edit an existing purchase order.  
      2. Fill in the following fields:
        1. General section:  
          1. Select the Vendor No., field who will provide the non-inventory item or service. 
        2. Lines section: 
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          1. Type: Select the type as Item.  
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            Note: A non-inventory item has the type set as non-inventory on the item card.  
          2. Fill in the Description, Quantity, Direct Unit Cost and Line Amount.  
      3. Once updated, select Home. Then, select Release. Select Release. Your purchase order Status is updated from Open to Released.     

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        Note: When you want to change the purchase order details that are in the Released status, you’ll need to Reopen the document before you can make changes.    
      4. Select Print/Send to email, print, or attach the purchase order confirmation as a PDF for your supplier or vendor from who you are purchasing these non-inventory items.  
      5. Select Home. Then, select Post. From the drop-down menu, select Post.   

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      6. You’re prompted to select one of the three options which are Receive, Invoice and Receive and Invoice.   

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        1. Select Receive to record the receipt of goods from the vendor.  
        2. Then, select OK to continue or select Cancel to cancel the process.    
      7. When you select OK, the Quantity Received field in the Lines section is updated for the item.   
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      8. You’ve used a purchase order to purchase non-inventory items.  

      Note: You can post and receive this purchase order. Your accounts payable officer will post this purchase order into an invoice and pay your supplier.   

       

      What’s next? 

      Find out how to receive partial receipts of a purchase order.  

       

      If you have any questions, please reach out to support@wiise.com