Task 1:
Create a Buylist
1. Navigate to Purchases > Create Buylist
- Open the Purchases menu.
- Select "Create Buylist."
2. Select a Date Range
- Consider the date range of the orders in the system for which you wish to purchase.
- Remember, the buylist considers client orders' delivery dates as the items to be purchased.
3. Populate the Data
- Once the data populates, click the "Create" button at the bottom left of the screen.
4. Note the Buylist Number
- After creation, you will see a buy list with a buy list number at the top left of the screen.
