Warehouse managers can cut their own purchase order (CED or Elliott) for material that isn't tied to a scheduled project: the weekly WW (work week) orders, truck stock, and one-off will-call pickups. Previously this meant emailing or Slacking purchasing and waiting for the one person with NetSuite access to key it in by hand.
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This is access-controlled. If you don't see the MANUAL PO button, you're not on the list yet; ask an admin to add you (see 7. Admin & Configuration).
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Open PO GENERATION, then RESIDENTIAL, and pick your region tab. MANUAL PO sits in the header, next to GENERATE N DIRECT PAY POS. It opens New warehouse PO · <region>; the <region> schedule link at the top takes you back.
The region header: MANUAL PO sits beside the batch GENERATE N DIRECT PAY POS button.
The PO is always cut against the region you're currently on. If you need material at the Houston warehouse, switch to the Houston tab first.
The New warehouse PO page, filled in: what it's for, type, vendor, delivery, and two part lines, with the summary bar at the bottom.
| Field | What it does |
|---|---|
| What is this PO for? (required) | Free text that lands on the PO memo in NetSuite, so purchasing and CED can tell what it covers. Write it the way purchasing does: HTX WW 9.14.26 material |
| Type | Warehouse stock, Project-specific or Truck stock. Truck stock is a memo convention; the material still lands at the region warehouse. Project-specific adds a required Project field and bills the material to that project. |
| Vendor | CED, or Elliott Electric Supply where the region has it. CED lines are NetSuite inventory parts and NetSuite sets the price. Elliott parts aren't NetSuite items, so each Elliott line is a category plus the part and a price you enter. |
| Delivery | Will-call pickup, Warehouse delivery or Jobsite delivery. The address under it fills in for the region and vendor (Pick up at or Deliver to); click the pencil to change it. Jobsite delivery needs an address. |
| Needed by (optional) | Sets the PO due date. |
| Parts | Search a part by number or name, set the quantity, press ADD. Repeat for each line. Change a quantity in the list, or remove a line with the trash icon. |
Start typing a part number or name in Search parts by number or name. For CED, the list is the live NetSuite inventory catalog, grouped by category.
Typing "IQ8" in Search parts by number or name filters the catalog; parts are grouped by category.
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For CED, you never enter a price. NetSuite fills in each line at the item's standard cost for your warehouse automatically (the form says NetSuite sets CED pricing). Choose parts and quantities, that's it. Elliott is the exception: you enter each line's price, and the summary bar shows the total.
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Adding the same part twice merges it into one line rather than creating a duplicate.
If the material is for a known job, set Type to Project-specific; a required Project field appears. Search it by project number or customer name. Lightreach Direct Pay projects are cut by the automated flow instead (see 3).
Type set to Project-specific: the required Project field lists matching projects as you type.