FAQs: Purchase Orders

This article covers frequently asked questions about creating purchase orders and managing inventory.

CRITICAL STOCK SHORTAGE

⚑ Can I add products from the Critical Stock Shortages list to an existing draft purchase order?

Yes! Simply ensure the supplier is selected for each product you want to add, select the checkbox to choose the products you'd like to add to the supplier’s existing draft purchase order, and then click Order Selected on the Critical Stock Shortages list.

⚑ How do I add products from the Critical Stock Shortages list to an existing draft purchase order ?

Review or update the supplier, then click the checkbox to choose the products you’d like to add to an order. Then click Order Selected. Products will be added to existing draft purchase orders or a new purchase order will be created if a draft does not exist for the supplier.

⚑ Why was more than one draft purchase order created after I clicked Order Selected on the Critical Stock Shortages list?

Neo creates new draft purchase orders based on the suppliers listed for the selected products when you click Order Selected on the Critical Stock Shortage list. If you prefer to create orders for one vendor at a time, we recommend only selecting the checkbox for products with the same supplier before clicking Order Selected.

⚑ How do I view what I need to order from a specific supplier?

From the Critical Stock Shortages list, select the checkbox for each product of the same supplier and transfer those products to a purchase order by clicking Order Selected. You can then view the draft purchase order to review the products. 

⚑ Why don't some of my products' On Order amounts display on the Critical Stock Shortages list?

The On Order amount will not display on the Critical Stock Shortages list for a product if that product's pack size has not been mapped in Vetcove.

A pack size may not automatically be mapped if Vetcove was unable to automatically match the Vetcove unit type with the Neo unit type for the product.

When you receive the product in Neo, you can complete a one-time setup to update the selling unit pack size. See Receive a purchase order and update prices for more information.

CREATING PURCHASE ORDERS

⚑ Why is the Pack Cost on the purchase order different than the Unit Cost in the Product details?

The cost that displays in the Pack Cost on the purchase order is the cost that was recorded when the product was last received. It will update each time you enter an inventory receipt. 

⚑ Can I print a purchase order?

Purchase orders can be printed after their status has been updated to Ordered when you click Complete Order on a draft purchase order. 

RECEIVING PURCHASE ORDERS

⚑ Can I enter batch numbers and expiration dates when receiving purchase orders?

Yes! When receiving purchase orders, click Batches for products you'd like to enter batch numbers and expiration dates.

⚑ If I skip updating prices after receiving a purchase order, can I come back and update them later?

If you skip updating prices after receiving inventory, you cannot return to the Update Prices page to update product cost and prices. You will need to update prices on each individual product if you choose to skip.