How to make an inventory item available in the item drop-down within POs
When you create a purchase order, you have the option to either free-form details or select specific inventory items from your warehouse to order. Inventory items in your warehouse module are not automatically available for selection on Purchase orders. Midnight requires setup so that you may add pricing for each vendor, thus making the process more efficient overall. The first step of the process is to flag any items you wish to order on Purchase Orders within the record for the inventory items.
To activate the flag, go to the warehouse module and then search for and select the item you wish to update. On the bottom half of the screen is a field labeled PO Item.
Check that box and then click the Save & Close button for any items you want to allow for ordering on purchase orders.
The second step is to set up the items on the vendors. For each vendor you, may choose which items can be selected on POs written for that vendor and you may also set up the price so that users won't have to manually enter that each time they create a purchase order for the item. To associate items to the vendor, click on Purchasing and then the Vendors tab. Search for and select the vendor you wish to set up. Once the vendor screen opens, click on the Frequently Purchased Items tab.
Select the item you wish to add to the vendor from the drop-down. If you have a set price you pay for the item add that to the line item (this is not required). After you finish setting up the item, save the entry using the icon on the far-right of the item.
After you have added all of the items you wish, click the Save & Close button on the Vendor screen.
The next time you create a PO for that vendor, you will be able to use the drop-down to set up the selected items (instead of typing them in).
Associating warehouse inventory items to purchase orders will also assist the receiving process in the warehouse module when the PO number is selected.