from the procurement menu select managed stock item console Grangemouth

New window opens select create new PO

PO category field select from drop down arrow - MDF

From stock category field dop down select - frame components

Search for and select supplier

Select the managed stock item tab

Select category (architrave)

Select the load tab

This then loads all the managed stock you can now select what you want to order

In the to process qty Colum enter the qty required

Select the process to open purchase order tab

Return to the PO by selecting the purchase order tab with generated PO number

Check the correct items have pulled through

Select update unit and pricing tab

Check and amend the unit

Check and amend prices ensure correct price is entered

Select sub date the date you raise the PO

To populate the required date field, select the PO Call off tab from the right-hand side

Date sent select from the drop down the day PO sent to supplier

Sent box tick this to confirm PO sent to supplier

Select the Print tab and select from the drop down external

This generates the PO as the email function in Rtis is currently not active save the PO in a folder (you may already have a folder you keep PO in if not please create one)

Open outlook and attach the saved PO and send to the supplier

How to amend/edit an open PO one that has not been booked in

From the procurement menu select purchase orders Grangemouth

Search for the PO you want to edit

Click on the PO line

Select the edit tab

PO now opens

Select the product line you wish to edit by clicking on the + icon on the left hand side of the line (see image below)

This opens the line-up, here you can amend the qty price etc

If the whole line is no longer need select the line and press delete on the key board

Once all amendments are made save and reprint ensure if you have already issued a PO that the amended PO is sent to the supplier