Setting up

  • In Evopos, select Contacts, select the contact record for the Supplier on the Purchase order.
  • Then select the ‘Purchase’ tab
  • Set the Account number in a specific format (Contact Evopos Customer Service for more info)
  • Set your default order Type eg: Stock or Emergency.

Creating and Sending the Purchase Order EDI File

  1. Create the Purchase order in Evopos as normal
  2. Before you save confirm the Order Type eg: Stock or Emergency (You can set the default in Contacts / Purchases (as above))
  3. Select Save. If the setting up was done correctly (as above) then the default option on the Purchase Order Print screen should be ‘Send to File’ and the correct format selected.
  4. When you select Ok the file should be created