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Create purchase orders in Procurement

Generate purchase orders for items you need to restock.

Summary

This article covers the workflow for ordering and processing supplies in PSTrax. The purchasing pages streamline supply reordering, allowing you to aggregate container needs, automatically calculate the best price or preferred products, and selectively check out specific items. This feature is designed to simplify procurement and inventory management for departments utilizing a central supply or ordering for multiple stations at once.

Instructions

To manage supply orders, navigate to the cart page where you can aggregate needs from one or more containers, use smart calculation tools to select preferred or best-priced items, and autofill necessary quantities based on packaging sizes. After adding items to the cart, you can review, edit, and selectively check out specific vendor orders. Finally, use the purchase order page to submit your order, track its status, and manage purchase order numbers for incoming shipments.

Step-by-Step Instructions

Add Supplies to Cart

  1. Navigate to Procurement → Add Supplies to Cart.
  2. Select one or more containers to aggregate the quantity on hand, minimums, and maximums. You can also skip selecting a container to make a one-off purchase.
  3. Select items to order by using the Quick Actions buttons, such as grabbing everything that is below the minimum or the maximum limit.
  4. Toggle between Use Preferred to order your preferred products or Use Best Price to automatically select the most cost-effective option to meet your required inventory levels.
  5. Click Auto-fill Quantities to calculate the minimum purchase amount required based on your unit needs and standard packaging sizes.
  6. Edit individual items to manually adjust quantities if needed.
  7. Click Add to cart.

Cart and Checkout 

  1. View the full cart to review your selections and edit individual item quantities as necessary. 
  2. Select the specific vendor orders you want to process. You can check out a single order, a few specific orders, or everything at once. 
  3. Proceed to Review and Submit to see a summary of each purchase order.
  4. Manage your shipping contacts and information on this page, which includes options to add, edit, delete, or set a preferred address 
  5. You can add a vendor P.O. number or you own P.O. number.  Changes will be reflected immediately in the PDF export. 
  6. Submit the order.