Creating Purchases from a Batch

You are here:
< All Topics

Step One

Select the batch number and click on “Requisitions”.

Window and Door ERP and CPQ Software
Window and Door ERP and CPQ Software

Step One

Select the items you would like to add to a purchase order.

Step Three

Confirm the items.

Window and Door ERP and CPQ Software
Window and Door ERP and CPQ Software

Step Four

Select and add the items into a purchase order.

Step Five

Select an existing, open PO or add the items to a new PO.

  • If adding to an existing PO, select the PO and click on the confirm icon.
  • To create a new PO, click on the “+” button.
Window and Door ERP and CPQ Software
Window and Door ERP and CPQ Software

Step Six

Select if you would like to consolidate requisitions with equal stock codes.

Step Seven

View completed requisition.

  • “P.O / P.O Line” field shows the purchase order number and purchase order line number created.
  • Requisition status will be set to “Completed”
Window and Door ERP and CPQ Software
Scroll to Top