Purchase orders are the orders you send to your vendors (suppliers) to obtain gift cards to fill your user's orders and is the recommended method to add gift cards to inventory.
Creating purchase orders in Scrip Manager is very easy. Simply follow the steps given below.
- Navigate to Inventory->Purchase Orders.
- On the Purchase Orders page, click the New Purchase Order button on the top right corner of the page.
- The Create Purchase Order page will be displayed. In Step 1, select the vendor from the Select Vendor drop down list.
- Under Select how to add gift cards, choose either Manually or Automatically, then follow the matching section below.
Adding gift cards manually
- Select the Manually option.
- Click the Create Purchase Order button.
You will be directed to the Purchase Order form, where you can add each gift card individually.
Adding gift cards automatically
Selecting Automatically appends Step 2 and Step 3 to the page.
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In Step 2, select the user orders from which you wish to add gift cards from the Select orders to add gift cards from drop down list. The options are:
- All Orders — All gift cards ordered within the time frame selected in Step 3 will be added.
- All Unfilled Orders — Only unfilled gift card orders within the time frame selected in Step 3 will be added.
- Gift Cards to Order — Creates a purchase order with the goal of maintaining your desired minimum inventory in stock. This looks at your current inventory, backordered gift cards, gift cards ordered from prior purchase orders not yet added to inventory, and all unfilled orders and decides what needs to be purchased for you to fill orders and maintain your desired minimum inventory.
A description of the selected option is shown below the drop down.
- Select the gift cards that you wish to include from the Select gift cards to include drop down list. The options are:
- Regular Gift Cards Only
- Special Order Gift Cards Only
- Both Gift Card Types
- In Step 3, select the time frame of orders. Check the Non-Scheduled Order Date Range box and/or the Scheduled Order Date Range box, then select the From and To dates for each enabled range.
- Click the Create Purchase Order button.
A purchase order will be created using the criteria selected. After creating a purchase order, you will be directed to the Purchase Order form.