Record a Purchase Order

When your order inventory items, you can record the details of the purchase on the Inventory record in Aegis CRM. To record a PO locate and open the Inventory record, click Record PO, and then follow these steps:

1. Enter the quantity ordered for the item.
2. Enter or select the Estimated Arrival date.
3. Enter the Unit Cost of each item.
4. Select the Supplier of the item. If a supplier is not available from the list, click New Vendor to add the supplier.
5. Enter the Purchase Order number.
6. Enter any Notes about the order.
7. Click Save.

The information entered displays in the Summary of Pending Assets section on the General tab of the Inventory record.