How to Add Pieces to an Order

Add the Pieces to the Sales Order

1. Release the order and modify the prepayment  (Note, if you are doing this for a defect order or a $0 order, you can skip this step since there are no funds to post)

• Click on Action -> Posting -> Prepayment -> Post Prepayment Credit Memo
• Click on Release -> Reopen

2. Add in the item in the Lines field

• *Type - Select Item
• *No. - Enter the sku (all skus are entered as the Style Code - Garment Colour abbreviation - Size [e.g. 3930R-Bla-L])
• *Quantity - Enter how many pieces you need for the piece that you are entering
• *Unit Price Excl. VAT - Enter in the unit price

• *Assigned Proof ID- If the Proof is already part of the order, click on this and select the Proof that is needed for this item:

  

• - If you need to enter in a new proof, follow the below steps:  
  • Click on the Proof ID and select +New
  • Under Proof Name, Enter just the letter from the proof that is approved (e.g. "A") 
  • Under Proof File Path, enter in the proof name

  • Select the printing (DTG / EMB / HT / SP / PROMO, EMB LQ) that is going on the item

    

• *Line Discount % - Add in any discounts here if applicable
• *Tax Group Code - Select the tax group (Taxable, Non-Taxable or youth) from the drop-down

Creating a PO for the Newly Added Items

3. In a separate tab, open a new PO by clicking the following: Purchasing -> Purchase Orders -> New

4. Enter the vendor name -> Click on the ... beside the Vendor Name and select the new vendor OR if you know the full vendor name (e.g. "Techno Sport"), enter in the full name into the Vendor Name field and hit Enter on your keyboard

5. Enter the Customer's Info into the PO

• Scroll down to the Shipping and Payment section 
• Change the Ship-to drop-down to say Customer Address

• Go back to the Sales order and copy the Customer No. found under the General header

  

• Go back to the PO and under the Shipping and Payment header in the Customer field, paste in the Customer No. from the previous step:

  

6. Populate the items from the WO into the PO

• Still in the PO, click on Actions -> Functions -> Special Order -> Get Sales Order -> Select your WO#

Doing this step will populate the items into the Lines section.  Review to ensure the items are correct.  Remove any items that need to be sent to a different vendor.

7. Release the Purchase order -> Click on Release -> Release

8. Email the PO to the vendor

• Click on Print/Send
• Send
• Ok
• Send Email

9. Go back to the Sales Order and repost the Payment (Note, if you are doing this for a defect order or a $0 order, you can skip this step since there are no funds to post)

• Click on Actions -> Posting -> Prepayment -> Post Prepayment Invoice

  

10. Release the sales order.  

• Click on Release -> Release