Gather does offer the ability to turn selections into purchase orders. However, they are PDF output documents only.
POs can be generated from the Grid View, but we recommend switching over to the Spreadsheet View, which you'll find under the "Display" icon, as shown below.
This is the Grid View 👇
This is the Spreadsheet View👇
The spreadsheet view allows you to filter by multiple columns, which is the best way to group items being ordered from the same Supplier or Manufacturer. You can also filter by status to help narrow down the items you are ready to purchase.
💡Articles that may be helpful
Step 1: Filter by the status you've set for items that need to be purchased. In the scenario below, we are using our custom status "Invoice Paid."
Step 2: Click to the right of "Supplier" to group items alphabetically.
Step 3: Select a Supplier for your first PO.
Step 4: Click on the "Exports" dropdown and select "Purchase Order".
Step 5: Fill in the document Format and Address info.
📍Note: You will need to enter a PO # manually; it does not auto-populate
The PO # you enter will be automatically saved within an item
To include the PO # on the export, select "Include Document Number."
You will need to manually add the "Supplier Address," "Issued By Address," and "Ship To Details."
Step 6: Select product details to include and click "Next".
Step 7: Edit the File Name, add it to a folder in your Files section (optional), then click "Export & Save".
Step 8: In the lower-left corner of your account, you will see a blue box noting that your package is generating. During this time, you can cancel the PO by clicking "Cancel Export."
Step 9: When your export is complete, a green message will appear in the lower left-hand corner of your account.
Related Articles: