Here are the 12 easy steps on how to create a Direct PO in Mosaic Purchasing System.
Login to Purchasing System.
Step 1: Go to “Purchasing & Inventory” Module.
Step 2: Click “Direct PO”.
Step 3: Click” Add New”
- Tap on “Add new” button to start creating a new Direct PO.
Step 4: A new window will open. Type in the Necessary Information
A. Address, Contact Person, Manager, Delivery date. Direct PO DATE).
Step 5: Select the supplier
- On selecting the supplier, the last purchase rate for that supplier is displayed.
- One can Manually update the rate for the items if they are different.
Step 6: Use the category filter/item list to pick out the items subject for Direct PO processing.
You can also use Templates. If you have templates available in the system.
Step 7: After selecting an Item, Type in the Qty subject for Direct PO.
Step 8: Click “add”.
Repeat steps 6-8 until all the desired items has been included on the direct PO processing.
Step 9: Click the Generate PO button, to save the transaction. Note: multiple PO’s are generated (One per supplier).
Step 10: The system will show a green notification bar.
- This means that the transaction is successfully saved
Step 11: Click “X” button to exit the page.
Step 12: you will be automatically directed to the Direct PO lists. And this is where you will be seeing your newly created Direct PO.
Repeat steps 1 – 11 if you need to create more Direct PO’s.
