Creating New Purchase Orders #
1. Let’s learn how to create purchase orders #
Follow the step‑by‑step instructions below.
2. Navigate to https://login.lifelongpos.com/ #
https://login.lifelongpos.com/
3. On the left hand side of the page click the “Purchase Orders” tab #
4. On the top right of the page, click on “New Purchase Order” #
5. Select Vendor by clicking on the dropdown #
6. Select Location by clicking on the dropdown #
7. (Optional) Include a reference number to make the Purchase Order easier to locate later #
8. Select both the Order Date and the Expected Delivery Date #
9. If products are not in inventory, click ‘Order New Products’; if in stock, choose ‘Re‑supply Existing Products’ #
Note: you can select both when adding a purchase order.
10. Click ‘Type to search’ to find and add names of existing inventory products #
11. After selecting items, click the ‘Add +’ button #
12. Items appear below—add QTY ordered #
Optional: edit Name, SKU, Cost, Price. Any changes update inventory once marked as ‘Finished’.
13. (Optional) If you received a discount: #
- Select discount dropdown and add discount value
- Click “Apply”
14. Add a shipping cost if applicable #
15. Click “Save Changes” #
16. The Purchase Order is now in ‘Open’ status and can be edited using the blue pencil icon #
17. Once complete and correct, click the ‘To Ordered’ button #
18. Read all pop‑up warnings carefully, then click “OK” to proceed #
19. Status now shows ‘Ordered’ and can no longer be edited #
20. Once products are received, click the ‘To Check‑in’ button #
21. Read pop‑up warnings, then click “OK” to proceed #
22. Status updates to “Check In” #
23. Click the blue edit pencil to review received quantities #
24. Check in received items by quantity #
Note: if partial delivery, update received quantity accordingly.
25. Click “Save Changes” #
26. If full quantity received, click ‘Add to Inventory’; if partial, click ‘Add Partial’ #
If items arrive later and you’ve adjusted quantities, choose Add Partial to update only received items.
27. Read pop‑up warnings carefully, then click “OK” to proceed #
28. Status updates to “finished_partial” or “Finished” #
29. (Optional) If partial, once all items arrive, update received quantities #
Use the blue pencil to adjust until all items are received.
30. Update the final received quantity #
31. Click “Save Changes” again #
32. Once all items are received and quantities accurate, click ‘Add to Inventory’ #
33. Read pop‑up warnings, then click “OK” to proceed #
34. Status updates to “Finished”, and items/quantities are updated accordingly #
35. Other purchase order and related links #
- Creating New Purchase Orders
- Add Sku to Purchase Orders
- General Settings: Enabling Purchase Orders Tab
- Default Purchase Tax Rate % on Purchase Order
- Hide Finished Purchase Orders From Default View
- Transfer Products / Inventory Between Locations
- Creating a Purchase Order from the Low Stock Report
