How do I file a purchase order on XSite Mobile?
Streamlining Your Purchase Order Workflow on XSite Mobile
Written by Michael Cook
Updated at March 8th, 2024
Introduction
In the realm of retail and inventory management, the ability to swiftly and accurately file purchase orders are essential. XSite Mobile simplifies this process, allowing users to manage their purchase orders directly from their mobile devices. This guide will walk you through the steps of filing a purchase order on XSite Mobile, ensuring you have all the tools you need for efficient inventory management at your fingertips.
Filing a Purchase Order on XSite Mobile
- Begin by ensuring you're logged into XSite Mobile on your device.
- On the home screen, locate and select the ‘Purchasing’ button. This will direct you to the section dedicated to managing your purchase orders.
- At the top left of the screen, you'll find a drop-down menu. Use this to select the supplier for the purchase order you're creating.
- Tap the ‘+’ button on the right side of the screen to start adding items to your purchase order. You can add items either by using a scanner for quick entry or by manually inputting the UPC to look up and select an item.
- Once an item is added, input the quantity being received.
- Tap on an item to view its details, such as previous sales history and current QOH.
- To finalize and post your purchase order, log into the desktop version of XSite. Navigate to the ‘Purchase Order’ tab under the ‘Inventory’ heading.
- Locate your draft purchase order and review it. Make any necessary adjustments.
- Once satisfied, proceed to ‘Receive’ the purchase order. For detailed instructions on receiving a purchase order, refer to the specific page on purchase order management within XSite.