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Creating a Manual Purchase Order Worksheet

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Purchase Order Worksheets (POWs) are electronic worksheets that allow you to create and edit your inventory orders. Think of them as electronic scratch pads. This option creates a blank POW that allows you to select individual items to add to your order. Remember, a POW is simply an electronic worksheet. Once you have finalized what you want your completed order to include, you can convert your POW into an official Purchase Order (PO) with the simple click of a button.

Use the following steps to create a manual Purchase Order Worksheet:

  1. On the Main Menu, select Lubrication Menu.
  2. Select Inventory Menu (7).
  3. Select Activity Menu (1).
  4. Select Purchase Order Module (7).
  5. Type your employee password when prompted and press [Enter]. Once your password is validated by the system, you receive the Purchase Order Module Main screen.
Note: Your employee ID is stored with each added, changed, and deleted record. This ID can be seen on the View/Edit Purchase Order Worksheet, View Purchase Order, and Receive Purchase Order screens. Your employee security level, set in the Set Up Employees screen (1-5-1), is used to validate access to the PO Module.
  1. Click POW on the menu bar.
  2. Select the Create Manual POW option to receive the following popup.

  1. Choose the vendor name you want attached to your Purchase Order from the Vendor Selection dropdown list.
Note: The vendor must be set up on the Set Up Vendors (1-7-5-5) screen in order to appear in this dropdown list.
  1. Do one of the following:
  • To create a Purchase Order Worksheet, click OK. You receive the View/Edit Purchase Order Worksheet screen. Go to step 2 of the Viewing or Editing a Purchase Order Worksheet article to continue.
  • To exit this popup without saving your changes and return to the PO Module Main screen, click Cancel. To return to the LubeSoft® menus, click the Exit dropdown and click Exit Application.