Supply Purchase Orders

Create a Supply Purchase Order

1. Use your top banner to search for “Órdenes de Compra” 
2. Select the Supplies tab.
3. Click Create and fill in the following details:

Opción	Descripción
*Supplier	Select the supplier from whom you are purchasing.
Type	With Supplies: Includes supplies tracked in InFlo. Without Supplies: For non-stocked items or expenses (e.g., equipment or office purchases).
Order Number	Add an internal order number for tracking purposes. An automatic order number is assigned.
Tracking Number	Enter a tracking number, which will appear in the main purchase order listing.
Descripción	Add a note or description, visible in the main purchase order listing.

* Denota entrada requerida. 

4. Click Add to create the purchase order.

Adding Supplies to a Supply Purchase Order via Purchase Order Screen

1. Use your top banner to search for “Órdenes de Compra” 
2. Select the Supplies tab.
3. Locate the purchase order you want to modify and click on the Supplier Name or Details button to open it.
4. In the Supplies tab of the purchase order screen, click the Add button.
5. Use the search field to find and select the supplies you want to include in the order. Once all desired supplies are selected, click Add to include them in the purchase order.
6. Update the quantities for each supply to reflect the amount being ordered.

Supply Purchase Order Additional Configurations

After creating a purchase order, you can further configure it by entering additional information in the details tab.

Opción	Descripción
Discount	Enter the amount of any applicable discounts received for the order.
Tax	Enter the total tax amount.
Shipping	Input the shipping fees for the order.
* Shipping Time	Enter the expected arrival date. Automatic email alerts will notify the user if the order is delayed.

* Denota entrada requerida. 

Supply Purchase Order Additional Features

Feature	Descripción
Documentos	Upload any pertaining documents or vendor invoices.
Logs	View change log for purchase order including received, status updates and user actions.

Easy access link supplier website. Set this up under supplier settings.