Saved Buy Lists — Tips

Saved Buy Lists — Tips & Tricks

What this screen is for. View, edit, and release saved buy lists created from the PO Workbench for purchasing.

What you do here

• Open a list from Saved Buy Lists to review Qty, Cost, Vendor, Delivery and CC? per line.
• Edit Qty, Cost, Vendor, Delivery or CC? directly on a line; changes save automatically.
• Use the CC heading tick box to switch Count-before-buy for the whole page at once.
• Count flagged items on the Cycle Count screen so Pending Count rows clear automatically.
• Click CC Complete to clear all count flags at once and drop lines that recompute to zero.
• Use Print count list to get a shelf-order sheet for items still needing a count.
• Click Export CSV or Print to hand off or file the list as it reads.
• Click Cancel list to mark a list inactive without deleting it.
• Use the release card to create purchase orders in QuickBooks and mark the list Ordered.

Watch out

• A list stays Pending Count until every Count-before-buy row is counted or cleared; it won't release until then.
• CC Complete drops a line that recomputes to zero even if you had typed your own quantity on it.
• Cancelled lists are hidden by default and drop off screen after 7 days; use Show cancelled to find them.
• The Release to PO button is disabled while Allow Auto-Create POs is off, and PO numbers can no longer be typed here.