The Covetrus Pulse Purchase Order system allows you to efficiently create, search, and receive orders. To create a purchase order (PO), you must have one of the following roles: Inventory Manager, Billable Items Manager, Business Manager, or Business Owner.
Here's a 3-minute overview of creating and editing purchase orders:
Creating a New Purchase Order
- Go to the Menu > Inventory > Purchase Orders.
- Click Create New Purchase Order.
- At the pop-up, select the vendor for the order.
- If the vendor does not exist in the drop-down, you will need to create a new vendor before proceeding.
- Below Add Item, search for the item you need to order. You can search by code or name.
- The results will return all matching items with a quantity-on-hand value (QOH).
- Select the item from the list and enter the order quantity and unit cost. You can also add a comment or adjust the buy-sell ratio if needed.
- The buy-sell ratio is the conversion factor between the buying and selling units of the item. For example, if you buy canned food in cases and sell it in cans, the buy-sell ratio would be 1 case = 24 cans.
- Click Save to add the item to the order. Repeat the steps above to add more items as needed.
- When you are done adding items, review the order details in the General Information section.
- You can edit the order date, reference number, notes, shipping costs, or taxes if needed.
- Click Place Order to save the order and change its status to Ordered. This means the order has been sent to the vendor and is awaiting delivery.
- You can still modify the item’s details as long as the item has not been received.
Editing an Existing Purchase Order
- Go to the Menu > Inventory > Purchase Orders.
- Find the purchase order you want to edit in the search results. You can filter the results by vendor, status, or date range.
- Click the Edit pencil icon next to the purchase order. This will take you to the same page as creating a new purchase order but with the existing order details filled in.
- To edit an item in the order, click the Edit pencil icon next to the item.
- You can change the order quantity, unit cost, comment, or buy-sell ratio if needed. You can also remove the item from the order by clicking the Remove - icon. Note that you can only remove an item before it has been received.
- To add a new item to the order, ensure the Order Status is in a Not Sent, Ordered, or Partial status. The image below shows that a button will display next to the Order Status - Change to not sent.
- Click Save to save your changes or Place Order to save your changes and change the status to Ordered.
- You can still modify the item’s details as long as the item has not been received.
Next Steps
After you have created or edited a purchase order, you can view its status and history on the Purchase Ordering page. You can also receive the order when it arrives, which will update your inventory levels and costs. To learn more about how to receive an order, click here.