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    How do I make changes to items on a Purchase Order in Bulk?

    Creating Wizards based on Purchase orders

    In Cloud POS, you have the ability to create wizards based on a Purchase Order. This option can be accessed from two areas: within a Purchase Order, or from the Wizards screen.

     


    Creating a wizard from within a Purchase Order

    1) From within the purchase order you are working on, click on the Actions button and then click the blue Create a wizard button:

     

     

    2) This will then open a box that allows you to choose the particular wizard that is relevant to your needs:

     

    3) Once you have selected the type of wizard you require, it will create that kind of wizard with just those products from the purchase order:

     


    Creating a wizard from the Wizards page

    1) The second option is available from within the Wizards & Imports option in the Back Office menu:

     

    2) Click on Create Wizard  on whichever type of wizard you need. Each of the wizards has an option for Items on a Purchase Order or Transfer.

     

     

    3) If you click on this option, it will take you to a list of your Purchase Orders and Transfers. You can then tick the box in the left-hand column for the Purchase Order you wish to work on:

        

    As in the first option this will take you directly into the wizard with the items already populated.

     

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