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Identifying the Shipment's Purchase Order

 
Before you can receive a shipment, you must find the corresponding shipment’s purchase order number.  There are two ways of finding a shipment’s purchase order number:
 
       
 
By Vendor
Select the vendor that is delivering the shipment.  ShopPAK lists all of the ‘Open’ and ‘Back Ordered’ purchase orders that are assigned to the vendor.  Choose the purchase order you want to receive from the “PO Number” pick list.
 
By PO Status
Select the purchase order status you want to filter by: ‘Open’ or ‘Back Ordered’.  ShopPAK lists all of the purchase orders that match the selected status. Choose the purchase order you want to receive from the “PO Number” pick list.
 
  • Select the “Search for PO by” radio button you want to filter by – “Vendor” or “PO Status”.
     
  • If you choose the vendor radio button, click the “Vendor” button next to the vendor name box.  This displays the “Vendor” dialog box.  Find the name of the vendor you’re looking for.
 
       
 
        There are different ways of finding the vendor you’re looking for.
 
a.     Type the first two or three characters of the vendor’s name into the “Search by name” edit box and click the “Find” button, or click the letter button that corresponds with the first letter of the vendor’s name.  Either action lists the vendors that match your search request.
 
 
b.    Click the Category or Sub-Category radio buttons and then choose ‘Vendor’ from the list of categories (and then the ‘Vendor’ sub-category if you’re filtering by sub-category).  This lists all the vendors that match your search request.
 
        Select the vendor that is delivering the shipment and click the “OK” button.  If you prefer, double-click the vendor name.  This automatically closes the window and returns you to the Receiving form.  The name and address of the vendor is displayed on the form.
 
3.    If you choose the PO Status button, select the PO Status you want to filter by from the PO Status drop down list box.  Two status values are available: ‘Open’ and ‘Back Order’.
 
4.    Whether you’re searching by Vendor or PO Status, the purchase orders that match your search criteria will be listed in the “PO Number” drop down list box.  Choose the purchase order that matches the shipment being received.
 
5.    As soon as you pick a purchase order, ShopPAK displays the PO Items that make up the selected PO.  As you click a purchase order line item, any job assignments that exist for the PO Item will be displayed in the “Job Assignment” grid.