The example
The steps below use a sample distributor, Lone Star Industrial Supply. Your customers, items and numbers will differ; the page and the fields won’t.
Stock of two items from Precision Bearing Supply (vendor V1003) is running low at OKC. Order:
| Item | Quantity |
|---|---|
| BRG-6200 Ball bearing 6200 open | 200 |
| BRG-6206-2RS Ball bearing 6206-2RS 30x62x16mm sealed | 40 |
The vendor confirmed delivery for Thursday, March 5. Enter the Purchase Order.
Step by step in Purchase Order
- 1.
Search for Purchase Orders with the magnifying glass at the top, and open it.
- 2.
On the Purchase Orders list, choose New.
- 3.
Type V1003 in Vendor No. and press Tab. The name, address and payment terms fill in.
The vendor brings its costs, payment terms and purchaser. You can also type the start of the name in Vendor Name.
- 4.
Open the Invoice Details FastTab.
- 5.
Set Expected Receipt Date to 03/05/2026 (Thursday, March 5), the date the vendor confirmed.
BC plans with it: availability shows the stock arriving that day, and each line takes the date.
- 6.
Open Shipping and Payment.
- 7.
Set Location Code to OKC.
It is where the goods are received. Set it before the lines: once the order is saved it cannot change.
- 8.
In Lines, type BRG-6200 in No. and press Tab. Description, unit of measure and cost fill in.
- 9.
Type 200 in Quantity.
- 10.
On the next line, type BRG-6206-2RS in No.
- 11.
Type 40 in Quantity.
- 12.
Leave the card with the ← back arrow. The order is filed and shows on the list.
Mistakes that cost money
These are the checks Simetta’s scored test makes on this task, and what each mistake costs a distributor when it happens for real.
PO not raised
The stock never gets ordered and the branch runs short.
PO for the wrong location
The goods arrive at a branch that didn't need them, and the branch that did is still short.
PO lines wrong
The supplier ships what the PO says. Wrong items or quantities mean returns, restocking fees or shortages.
Wrong required date
The warehouse picks by required date. A wrong date either rushes an order that could wait or misses the date the customer was promised.
Duplicate PO
Two POs for the same need double the stock and the bill.
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