In this video, I walk you through the process of creating purchase orders in Digit. I explain how to select vendors, update payment terms, and choose shipping details. I demonstrate how to add materials, set quantities, and manage pricing information efficiently. Additionally, I show you how to save drafts, send finalized POs, and track fulfillment status. Pay close attention to the steps involved in creating and managing purchase orders effectively.
Video Transcript
0:01 Purchase orders are very similar to sales orders in Digit. Instead of creating a sales order for a customer, you might need to buy raw material from a vendor.
0:09 In Digit, you can create a purchase order by clicking on the Create Purchase Order button at the top right. You can select a vendor or add a vendor if you don't have one currently selected in the list.
0:18 You can select a vendor. Enter contact, update vendor payment terms, and select where you'd like to ship this. By default, we can bring in your company's shipping information, but if you'd like to ship it to maybe a third-party supplier, that is a CoPac or a Toller, you can ship raw material to them
0:37 as well. In this case, we'll select our address. We'll select the contact, and we'll select this to be our headquarters, and then we'll say that we would like this to be FOB, FedEx 2-Day, we can put a tracking number and vendor reference if we have that already, and then we can select what materials
0:54 we would actually like to buy. So in this case, we'll select all three. If we want to put individual notes for each item, we can put that here. 1:03 We can also see our SKU number, our vendor SKU number here for reference, and we can put in our different quantities.
1:09 So in this case, we'll say 100, 150, and 325. Our default purchase price is being brought in here, so if we go into our microphone.
1:21 If we go into our vendor tab, we can see that we buy this from Fabri-Tex textiles, and that the default purchase price is 321, and so that's brought in here.
1:32 What's nice is that when we select a vendor, when we go to browse items, we can see only see items that we've linked to that vendor, so we don't accidentally create purchase orders from vendors where we're ordering the wrong item from them.
1:46 We can select, set, deliver buy dates for each of these, we'll leave them blank as is, and then we'll go and create a PO.
1:53 If you click save this draft, this will just be a draft PO, maybe you're waiting on some pricing information. If you click save and send, this will send them an actual, whoever you have selected as your vendor, it will send that email address an actual email with the PO attached as a PDF.
2:10 Or you can simply select save, which will save this as a PO, but it will not send your vendor an email.
2:17 Once you create the PO, you see that the fulfillment status is awaiting shipment. You can pull up this PO to view it or edit it at any time, and this will create a receiving record so your warehouse can know that, hey, this purchase order has been created.
2:32 We will be receiving a shipment against this at some time. When that shipment does come in, you can click on this Receive Items to see the receive screen where your team can then accept or reject the material as it's coming off the truck into your warehouse.