How to Create a new Vendor Memo

This article will guide you through the steps to create a new Vendor Memo, allowing you to send inventory to a specific vendor.

You may refer to this video for a step-by-step guide on creating a vendor memo: https://www.youtube.com/watch?v=ewQTyQ3fm8w

1. Access the Vendor Module

• Open the left navigation menu.

• Click on the Vendors menu option.
  
   

• Select a vendor by clicking on one of the options on the left side. For this article, we will use the vendor named Jov.
  
   
  
  
  

2. Navigate to the Memos Tab

• Click on the Memos tab.
  
  

• Select the Add Memo button to begin creating a new memo.
  
   
  
  

3. Enter Memo Details

• In the Memo details section, you can:

  • Set a display name or title to help identify the memo in the future.

  • Modify memo dates, tracking information, confirmation, and classification.
    
     

Note: The Classification field is mandatory to proceed to the next step.

• Once you’ve completed the necessary fields, click Next.
  
   
  
  

4. Select Items to Send

• Only Items on Hand are displayed for selection.

• You can choose items by:

  • Scanning with a barcode scanner

  • Manually selecting from the list

  • Uploading via spreadsheet with the Select From Excel or CSV button

• Utilize the search bar and filters if needed to narrow down items.

• After finalizing your selection, click Next.
  
   
  
  
  

5. Finalize Line Items

• Here, you can make edits to each line item as needed:

  • Add extra text for each line in the Extra field.

  • Update the quantity if sufficient inventory is available.

• To complete the memo, click the Complete button.
  
   
  
  

6. Post-Creation Options

• After completing the memo, the What’s Next wizard provides two options:

  • Download the memo as a PDF file.

  • Create another Vendor Memo if needed.
    
      

Troubleshooting
For any issues encountered when creating Vendor Memos, please contact Flawless POS support for assistance.