Introduction

Filing a purchase order in XSite Mobile lets you quickly add items and quantities using your phone or scanner. This guide walks you through how to create the order in the app and finish it later on your desktop.

Video Tutorial

Step-by-Step Instructions

1. Log into XSite Mobile on your mobile device.
2. On the home screen, tap the Purchasing button.
3. At the top left, choose a supplier from the drop-down menu.
4. Tap the + button to start adding items.
5. Add items by scanning a barcode or manually entering the UPC.
6. Enter the quantity you’re ordering for each item.
7. (Optional) Tap any item to view details like sales history or current quantity on hand (QOH).
8. Your order will save as a draft.
9. To finish, log into XSite on your desktop.
10. Go to Inventory > Purchase Order and find your draft.
11. Review and adjust the order as needed.
12. When ready, select Receive to complete the purchase order.