Blanket option within a Purchase Order

The Blanket option on a Purchase Order in 10X ERP is a simple checkbox used to categorize and filter PO's. It does not impact system behavior for the PO—it is strictly for identification and reporting purposes. When selected, the PO is tagged as Blanket and can be filtered in the Purchase Order Listing screen or PO Dashboard. To manage true blanket ordering behavior, users should add detailed notes to the PO or line items to communicate shipment schedules and pricing expectations.

• Enable the Blanket Checkbox on the Purchase Order to categorize the PO as a Blanket Order for filtering and reporting purposes.
• View the Blanket Tag in the Purchase Order Listing screen where Blanket POs display a Tag next to the PO Number for easy identification.
• Filter by Type in the Type column on the Purchase Order Listing screen to show only Blanket Orders or other PO Types as needed.
• Use the PO Dashboard Filter to sort and manage Open Purchase Orders by selecting Blanket in the Type column.
• Add Detailed Notes to Line Items or the PO Header to define Shipment Schedules (e.g., 10 Units on the First Business Day of Each Month) and ensure the Note is set to Print on the PO for Vendor Visibility.
• Update Receiving Costs as Needed when processing future Receipts if Vendor Pricing changes, since Costs can be adjusted at the time of each Receiving.