Setting up Split Purchase Orders for Products

Setting up Split Purchase Orders for Products


Summary:

As a dealer, you may wish to split individual line items from the rest of a Purchase Order (PO). Below are instructions to assist Account Administrators in enabling split POs for individual products. For example, if quoting Norman shades, blinds and shutters, normally all line items from the one vendor will go onto the same PO.

However, one could split off one of these products (we’ll use shutters for the example below) into a separate PO, resulting in 2 (or more) POs for the Norman products.

Instructions:

Split POs can be enabled to separate specific products under a single vendor, into their own PO.

1) First, Split POs must be enabled by the Site Administrator under Admin/Features.


Note: You can complete the following steps as a Site Administrator, or Account Administrator. For the rest of this article, we will assume Account Administrator access.

2) Now, log in as the Account Administrator. (Users with Admin privileges will not have access to setup split POs)


3) Select the vendor for whose products you would like to split POs.


4) Scroll down to Products and ensure the Split PO’s box is checked. 











5) For each product for which you would like to have split POs, check the pencil to the right. In this example we will select only the Norman Woodlore Shutter.

6) Check the Split PO’s box and the click Update.


7) In the column entitled Split PO’s there will be a Yes next to the pencil for the product(s) that will now have split purchase orders. 

8) In the next part of this example, let’s look at four line items from a quote for Norman products. Note line item #4, the last line in the quote below:


9) Next we’ll convert this quote to a sale, then an order. Because these line items are all under one vendor, there is just one vendor in the verification box. Click here for more details on sending orders electronically.

NOTE: Even with multiple line items for the same vendor, there will be a single checkbox for sending a vendor. This is true even when the user has enabled Split POs under Products.

10) From the order screen, we open the Purchase Order banner at the bottom of the screen to see that the PO is split. Three items (2 shades and 1 set of blinds) are on PO #393943-1, with the shutters on the bottom on PO #393943-2.

 

 Applies to:

  1. Solatech DOS
  2. Solatech Focus

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