Purchasing - Add Line Items

Once a Purchase Order (PO) has been created, you can add line items to it. Line items represent the goods being ordered and can be added in several ways within YMS as explained below.

Add Non Inventory Items

Use this option when ordering items that are not tracked in your Inventory, such as one-off purchases.

1. Open the desired Purchase Order.

2. Click the “+ Add Item” Button.

3. Enter the product details, including Name, Description, Quantity and any Order Notes.

4. Click Save to add the item to the Purchase Order.

Add Inventory Items

Use this method to add items already listed in your Inventory directly from within the PO.

1. Open the desired Purchase Order.

2. Click the “Add Inventory” button.

3. Choose the Inventory Type from the Dropdown list.

4. Choose the Inventory you wish to add using the Multi Select Check boxes in the Grid & click “Next”.

5. Confirm the Amount of each Inventory to add to the purchase order and Click “Save“.

Top Tip: Set Max Holding Levels for your Inventory to enable the system to automatically suggest order quantities when adding items to a Purchase Order. The suggested amount is calculated by subtracting the current onboard stock from the defined maximum holding level.

Add Inventory from the Inventory Modules

You can also add Inventory items to a PO directly from the Inventory modules, see the corresponding How to Guide Linked Here.