A Guide to the Evergreen Trading System

Purchase Order

Steps to create a new purchase order:

1. Open the Vendor List: Application Menu - Purchase Processing - Vendor List
2. Locate the supplier and click the Create Purchase Order link at the right side to open the Purchase Order screen.
3. Check the Ship From and Bill To sections and make sure the contact / address information are correct.
4. Select the products you need to include in this purchase order by clicking the select icon next to the Product Code text box.
5. Fill in the quantity / unit price for every product you selected.
   There is a Save Price drop down list in each product line, if its value is set to Yes, the unit price for this product will be recorded and system will fill in the unit price automatically next time you purchase the product.
6. Click the Save button at the bottom of the page to create this purchase order.

Steps to modify an existing purchase order:

1. Open the Purchase Order List: Application Menu - Purchase Processing - Purchase Order List
2. Locate the purchase order you want to modify and click the Edit link at the right side to open the Purchase Order screen.
3. Make your modification and Click the Save button to confirm the changes.

Steps to cancel an existing purchase order:

1. Open the Purchase Order List: Application Menu - Purchase Processing - Purchase Order List
2. Locate the purchase order you want to cancel and click the Cancel link at the right side.