PO Process Overview

PO Creation

The Customer Account creates a Purchase Order by selecting an integrated Supplier. Users can add Supplier Listings (synced to the latest prices) or custom Items to the PO. Accounts can automate Budget Approvals to give Users the flexibility to make role-appropriate decisions. After finalizing the PO, the Supplier Account receives an email notification of a new Sales Order.

Customer creates POInternal PO Approval

PO Confirmation

The Supplier Account reviews the Sales Order and makes any needed adjustments. These adjustments are not visible to the Customer until the Supplier is ready and accepts the Sales Order.

The Customer Account will see an updated Purchase Order with the Supplier's adjustments. The Customer Account may review and request the Supplier to make further updates. Each Purchase Order is linked to a Sales Order and shares a note where both Accounts may update. This note serves as a history of changes.

Once the Order is finalized, the Customer Account confirms the Purchase Order. An invoice will automatically generate and appear in the Supplier Account, while a Bill will be generated for the Purchase Order in the Customer Account. All documents are synced, so there is no additional effort to make updates as the orders change, saving more time and eliminating mistakes.

Supplier Accepts Sales OrderCustomer Confirms POSupplier Processes Sales Order

PO Shipment

The Supplier Account processes and ships the Sales Order by entering shipped quantities. The Customer Accounts confirms that quantities have been received and marks invoice payments.

Supplier Ships Sales OrderCustomer Receives POCustomer Records a Bill PaymentSupplier Verifies a Payment

Learn more about Purchase Orders:

Purchase Orders

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