Set up a Purchase Order on location with an inventory put-away option 

Why set up a Purchase Order on location with an inventory put-away option? 

Setting up a Purchase Order with a location using the inventory put-away option ensures items are stored in their designated space in the warehouse.  

How to set up a Purchase Order on location with an inventory put-away option? 

1. To set up a purchase order, complete steps 1 to 9 in the Set up a Purchase Order article.  
2. Note: Your location code must have the inventory put-away option enabled. 
3. Select Home. Then, select Create Inventory Put-away/Pick. 
   
4. The Create Inventory Put-away/Pick/Movement table opens. 
   
   1. Enable the Create Invt. Put-away toggle. 
   2. Filter to the purchase order you’re working on. 
   3. Select OK to proceed or Cancel to exit. 
5. Once you select OK, a confirmation message appears informing you that an inventory put-away activity has been created.  
   
   1. Select OK to proceed. 
6. You’ll see the Qty. to Receive and Qty. to Invoice fields updated in the Lines section of your purchase order. 
   
7. View your inventory put-away lines. Select Related, then Warehouse, and then Invt. Put-away/Pick Lines. 
    
   Note: If you don’t see the Related menu, select More options. 
8. The inventory put-away list displays. Select a Warehouse Activity by highlighting the row, then select Show Document.  
   
   Note: You can select the Inventory Put Away record hyperlink record No. to access the warehouse activity.  
   
9. The inventory put-away card shows details linked to the purchase order. 
    
   Note: Use Wiise Warehouse OnTime to complete the inventory receive and put-away.
10. Select Post, then select Post. You can either: 
    
    1. Receive to record goods received. 
    2. Receive and Invoice to record goods received and create an invoice. 
11. Select OK to proceed or Cancel to exit. 
    1. If you select Receive and Invoice, the purchase order is also invoiced. 
    2. If you select Receive, the Quantity Received and Qty. to Invoice fields are updated in the Lines section. 
12. After receiving the goods, you can create a purchase invoice from the purchase order. 
    1. Select Home. Then, select Post, and select Post from the drop-down menu. 
    2. Select Invoice to generate the purchase invoice. 
       
13. Your invoiced purchase order is available in the Posted Purchase Invoices list. 
14. You’ve set up a purchase order on location with inventory put away.  

What’s next? 

Find out how to set up a purchase order with a warehouse receipt option enabled. 

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