How Do I Add a New Purchase Order(PO)?

Overview

In the pharmaceutical industry, Purchase Orders (POs) are critical documents that formalize the agreement between a buyer (such as a pharmacy or hospital) and a seller (such as a pharmaceutical manufacturer or distributor).
A PO serves as a legally binding record that defines product details, pricing, quantities, and vendor accountability throughout the procurement process.

This guide walks through the complete process of creating a new Purchase Order in SiCompounding.

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Prerequisites

Before starting:

• Ensure you have access to FileMaker Pro
• Confirm you are logged into SiCompounding
• Have vendor and product ordering information available

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Step 1: Open the Purchase Orders Module

1. Click the FileMaker Pro icon to open FileMaker.
2. When FileMaker opens, locate the large menu bar on the left.
3. Click SiCompounding (near the top).
4. From the icon menu across the middle of the screen, click Pharmacy to open the Dashboard.
5. From the blue sidebar menu on the left, click PO.

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Step 2: Create a New Purchase Order

1. At the top of the Purchase Order window, click + Purchase Order.
2. The Select a Vendor window opens.
3. Use the search bar to find the vendor.
   • Example: Medisca
4. Click the vendor name when found.

A new Purchase Order is created and the Purchase Order Vendor screen opens for the selected vendor.

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Step 3: Add Products to the Order

1. In the Order Items section, click Select a Product.
2. The Products window opens.
3. Search through the vendor’s product list and add all required items to the order.

Tip:
It is recommended to verify product details (price, item number, packaging) directly on the vendor’s website before submitting the order.

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Step 4: Add a New Product (If Needed)

If the product is not listed:

1. Click + New Product.
2. Enter the following:
   • Product Name
   • Product Purchase Price
3. Click + Add to Order.

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Step 5: Sync With Vendor Ordering System

1. For each product added in SiCompounding:
   • Click just below the product name to copy the Vendor Item #.
2. On the vendor’s website:
   • Paste the Vendor Item # into the vendor’s order form.
   • Verify quantity and price.
3. Submit the order on the vendor’s website.

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Step 6: Submit the Purchase Order in SiCompounding

1. Return to the Purchase Order in SiCompounding.
2. Click the Actions tab.
3. Select Submit Order.

The Purchase Order status updates to reflect submission.

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Completion

✅ You have successfully created and submitted a new Purchase Order in SiCompounding.

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Next Steps

• Monitor order status
• Receive and reconcile incoming inventory
• Address partial or delayed shipments as needed

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End of guide: How Do I Add a New Purchase Order (PO)?