The Purchase Orders function allows MYPOS Connect users to send Purchase Orders directly to suppliers via email. To enhance control, this function can be configured to restrict access, ensuring that only authorised users can send Purchase Orders. 

 

 

How to Navigate to Purchase Orders 

1. Log in to the MYPOS Connect portal at https://portal.myposconnect.com using your email address and password. 

2. Once logged in, go to Inventory Mgmt, then click Purchase Orders. 

Using Purchase Orders 

After selecting Purchase Orders, you will see a screen displaying previous Purchase Orders. 

To create a new Purchase Order: 

1. Click Add New to open the new Purchase Order screen. 

2.  

3. Fill in the required fields:  

1. Order Number (if left blank, a number will auto generate) 

2. Order Date 

3. Requested Delivery Date 

4. Supplier 

5. Delivery Store 

4. Add notes if needed. 

5. Navigate to the Items tab and click Add to include items in the Purchase Order. 

Adding Items 

In the Line Items screen: 

• Use the search bar at the top or select a classification to find and add products. 

• The Cost (£) and Line Value (£) fields will auto-fill, but these can be manually adjusted if the cost has changed. 

Once all items have been added, the Purchase Order will appear in the list with the status Draft. 

Committing a Purchase Order 

• While the Purchase Order is in Draft status, you can make amendments. 

• Once the details are finalised, click the drop-down arrow and select Commit. The status will change to Committed, and the system will send the order to the supplier via email (if email configuration has been set up). 

Receiving Goods 

Once the goods have been delivered: 

1. Select Receive for the corresponding Purchase Order. 

2. The receiving screen will appear. 

• If all items have been received as ordered, click the tick and press Save. 

• If only part of the order has been received, click the X, enter the actual quantity received, and press Save. 

After saving, the status will change to Completed, and the stock levels will update accordingly.  

Notes 

Indvidual products can be up in the MYPOS Connect portal, to have a re-order point, where a draft PO will automatically be populated once the product reaches the re-order point. To set this up, please contact us at [email protected]