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Turbine Quickstart

Welcome to Turbine. You can use this tutorial to walk yourself through getting started. In this process, you will:

  • Search on the docs site
  • Create a new SKU in Turbine
  • Create a new Vendor in Turbine
  • Add your SKU to the Vendor
  • Cut a Purchase Order in Turbine
  • Add a Node in Turbine
  • Check Inventory for a SKU
  • Add freight shipments to a Purchase Order in Turbine
  • Create a receipt for a Purchase Order in Turbine

Order Index Page

How to Search on the docs site​

  • Go to the docs site.
  • Hit the maginify icon on the top right-side of your screen and type what you're looking for.
  • Alternatively, you can type Ctrl+k on a mac or Cmd+ k on a PC and type what you're looking for.

Order Index Page

Creating a new SKU in Turbine​

  • Go to "Products" in the navigation bar and select “SKUs”.
  • Select New Sku.
  • Add SKU title, SKU, and final price of the SKU, and create SKU.
  • If available, you can add other info such as barcode value.

Creating a new vendor in Turbine​

  • Ctrl+k or Cmd+ k and type “Vendors” to go to the Vendors page or go to procure to pay and select “Vendors”.
  • Select New Vendor.
  • Add name of vendor, legal name of vendor (if different from name of vendor), and default incoterm if any, and create vendor.
  • Fill out all available contact details and click “Update Vendor”.
  • In the “Add Vendor SKU” section link the SKU/s of the vendor by adding it.
  • In Vendor SKU add what the vendor calls the SKU such as a code.
  • Add lead time and unit cost to link SKU.

Cutting a new Purchase Order (PO) in Turbine​

  • Ctrl+k or Cmd+ k and type “Purchase Order” to go to the Vendors page or go to procure to pay and select “Purchase Orders”.
  • Select New PO.
  • Add Vendor, Requested Ready Date, and PO Number.
  • Add SKU or Component. Include Price, Quantity and Node and click “Add Item”.
  • Select “Submit PO”.
  • Click on the mail icon and Preview/Download PDF to see the PDF and double check info.
  • You can also edit a PO by clicking the "Edit Purchase Order" button.

Creating a new Node in Turbine​

  • Go to the Nodes page.
  • Click on the "New Node" button located at the top right of the screen.
  • Fill out the required information including Name, Company, Code, Type, Street Address, State/Province, City, and Postal Code.
  • Hit the "Create Node" button.

Checking inventory for a SKU​

  • Go to the Inventory Page.
  • Find the SKU you are looking for and note the Incoming Inventory quantity (first column).
  • When you cut a Purchase Order (PO), you'll see the Incoming Inventory quantity for the specific SKU in the PO increase by the entered quantity.

Adding freight shipments to a PO in Turbine​

Once a PO is cut, you can add freight shipments to include carrier information.

  • In the relevant PO details page, click the "Add Freight Shipment" button.
  • Fill out the relevant information for carrier, cost, allocation model, and tracking number.
  • Hit the "Save" button, followed by the "Finished" button.

Creating a receipt from a PO in Turbine​

  • Go to the Purchase Orders Page.
  • Next, select the PO you want to receive.
  • Alternatively, you can bang search by typing CMD+K or CTRL+K and !po and type the PO number.
  • Select the "Receive Purchase Order" button on the top right-side of your screen.
  • Fill out the relevant information, including Receipt Number, Receipt Date, Lot number, and Quantity.
  • Hit the "Create Receipt" button.