By default, AMSHub automatically generates alphanumeric PO numbers when new Orders are created. If you have our Online Ordering feature enabled, this same PO will be sent to Vendors for fulfillment, and will appear on packing lists, invoices, etc. If your facility would like to use your own naming convention for your orders and throughout the order and delivery process, you can enable custom purchase orders for your facility.
Enabling custom purchase orders will provide the ability for users to input their own PO number for each order when they create it and that data will be used for all downstream processes, whether that be the order details sent to vendor for fulfillment, referencing in the Delivery area, or elsewhere throughout the site. Enabling this feature is a facility-wide setting that will require every order to have its PO number manually entered, so choosing to turn this feature on will require every user that places orders to manually enter a PO each time they place an order.
If you’re a facility that does not use our online ordering feature and has custom PO numbers enabled, you can now edit the PO number after order creation, assuming no items have been received.
Enabling Custom Purchase Orders
Go to Settings > Facility Settings and check the Enable Custom PO Numbers box and Save Changes. If you don’t see Facility Settings your login does not have adequate permissions to access this feature, and you would need to engage another user at your facility with broader access to make this change.
PO Numbers for Groups
If you’re a group using the AMSHub automatic PO numbers, this feature can make it easier to review purchases at the group level by letting you create custom prefixes for each facility. This feature in your group settings lets you turn the feature on and input a prefix for each of your locations which will automatically be prepended to every PO number at these locations making it easier to look at PO numbers and immediately identify which facility the order was for. From Group View, go to Settings > Group Settings and choose Custom PO Prefixes.