Customer creates PO

Step 1

Navigate to Dashboard, select Purchase Orders on the Side Navigation Menu.

Click Add Purchase Order.

Step 2 (Option 1) - Current Supplier

Choose a Supplier to start a Purchase Order.

Step 2 (Option 2) - New Supplier

You can start a Purchase Order and add a new Supplier in one step.

Step 3

For this example, we will choose Current Supplier and click Save.

A new PO will be created and click Edit.

Step 4

Update fields as needed.

Section 1 - Primary Details

• Accept by Date - Supplier needs to accept PO by this date.

• Ship by Date - PO needs to ship by this date.

• Discount - Click Check to apply promo code.

• Main Contact - Select contact from Account.

Section 2 - Shipment Address

Section 3 - New Order Items

Section 3 (Option 1) - Add Listing Item

Click Listing Item under Add Item dropdown. Choose a Listing item from the Supplier's Catalog and set order Qty.

Section 3 (Option 2) - Add Custom Item

Click Custom Item under Add Item dropdown. Create items that are not part of a Catalog. The Supplier will be able to update this item later.

Section 3 - Order Items Details

Section 4 - Note

Add note as needed. Supplier can view and update this note during any Order status.

Section 5 - Terms

View Supplier's Terms and update your Terms as needed.

Step 5

Click Save or Submit to initiate approval process. If budget approval is not required, this Purchase Order will be sent to the Supplier for acceptance.

If you choose to Submit for approval, confirm Submit.