# Welcome to Apptiflo Docs

## Apptiflo Saves Time

Apptiflo is the best trade show order app to help Sellers and Buyers connect more by reducing Order processing time. Use Apptiflo to issue and manage Purchase Orders, Sales Estimates, Sales Orders, Invoices, and Bills for free. Our Purchasing forms are synced and propagated to all documents, so you don't need to spend time manually updating order changes. See how Apptiflo can help your brand skip the busy work of maintaining and focus on growing.

## Get Started

{% content-ref url="/pages/ddLq4ptJjAwG6wO9EIqF" %}
[Get Started](/get-started)
{% endcontent-ref %}

## Support Documents

{% content-ref url="/pages/WOIo20KuGUub8DkXQMsR" %}
[Application Docs](/application-docs/dashboard)
{% endcontent-ref %}

{% content-ref url="/pages/Q21pgAeylH7c7o8grJ0y" %}
[Settings Docs](/settings-docs/overview)
{% endcontent-ref %}

{% embed url="<https://apptiflo.com/>" %}


# Get Started

Get started by configuring your User and Account profile in two simple steps.

### Step 1 - Click <mark style="color:blue;">My Account</mark> on the upper right dropdown.

Click the <mark style="color:blue;">**Update Pic**</mark> button, select your picture and <mark style="color:blue;">**Save**</mark> to finalize the selection.&#x20;

{% hint style="warning" %}
Only images ending in .png and .jpg are accepted.
{% endhint %}

<figure><img src="/files/B3sQFwlfpS6RfkJf5QRz" alt=""><figcaption></figcaption></figure>

### Step 2 - Select <mark style="color:blue;">**Account**</mark> on the Settings Dashboard.

Click the <mark style="color:blue;">**Update Logo**</mark> button to update your Account Logo.&#x20;

Enter your company profile and click <mark style="color:blue;">**Save**</mark>.

{% hint style="warning" %}
Only images ending in .png and .jpg are accepted.
{% endhint %}

<figure><img src="/files/QUSJ1TQp2Ga6keqCujOx" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
Great job! After setting up your profile, it's time to build your first Product. Please follow along in the next section, Build your first Product. We use an example of a Product, but you can use your own data.
{% endhint %}


# Build your first Product

### Step 1 - Select <mark style="color:blue;">**Products**</mark> on the Dashboard Side Navigation Menu.

Click <mark style="color:blue;">**Add Product**</mark>.&#x20;

<figure><img src="/files/7rBamKZYlnTBBvNvoGLP" alt=""><figcaption></figcaption></figure>

### Step 2 - Enter Product information and select Product Type

You may add components after clicking <mark style="color:blue;">**Save**</mark>. &#x20;

{% hint style="info" %}
A Supplier Product Type uses Supplier Listings as components. A Bundle Product Type uses Supplier Products and Supplier Listings as components. A Product type is permanent once created.
{% endhint %}

<figure><img src="/files/t4FsusR0ERuPOtQkwUH3" alt=""><figcaption></figcaption></figure>

### Step 3 - Expand the **Components** card, select <mark style="color:green;">**Add Component**</mark>, and choose **Component Type**.&#x20;

{% hint style="info" %}
A Supplier Listing is a direct integration to a Supplier's active Listing.&#x20;

A Supplier Product is a product you have previously created. Your Product must be a Bundle Type to use Supplier Product components.&#x20;
{% endhint %}

<figure><img src="/files/ZGLa0OTYzIzKifybyB0v" alt=""><figcaption></figcaption></figure>

### Step 4 (Option 1) -  Invite New Supplier and Create Component

You can create a component for a Product and add a new Supplier in one step.

Select **Supplier Listing** under <mark style="color:blue;">**Add Component**</mark> dropdown.

Select **New Supplier** as Supplier Status in the popup. A New Supplier request will be sent to the Contact Email. Please ensure your profile pic, email, and title is current. Click <mark style="color:blue;">**Save**</mark>.

{% hint style="success" %}
If the Supplier accepts your request, you may update this component with one of its Listings. If the Supplier takes no action, the Component Description will be used for all Purchase Orders to this Supplier.
{% endhint %}

<figure><img src="/files/g8nAMO9Lde7hb3qLIN2t" alt="" width="563"><figcaption></figcaption></figure>

A new component will be created as follows:

<figure><img src="/files/44dPUxoerUTcJO0ThkY3" alt=""><figcaption></figcaption></figure>

### Step 4 (Option 2) -  Add Current Supplier Listing Component

Select **Supplier Listing** under <mark style="color:blue;">**Add Component**</mark> dropdown.

Select **Current Supplier** as Supplier Status in the popup. Select **Supplier**, **Listing**, and set **Qty**. Click <mark style="color:blue;">**Save**</mark>.

<figure><img src="/files/5TN77R6iN13m1YzUTOcu" alt="" width="563"><figcaption></figcaption></figure>

A component will be created as follows:

<figure><img src="/files/tUf79AkqG0LHJQXLhTBE" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
Congratulations!  You've built your first Product in a few minutes. Let's keep going and add your first  Listing. Please navigate to next section, Add your first Listing.&#x20;
{% endhint %}


# Add your first Listing

### Step 1 - Select <mark style="color:blue;">**Catalogs**</mark> on the Dashboard Side Navigation Menu.

Click <mark style="color:blue;">**Add Catalog**</mark>.&#x20;

<figure><img src="/files/KMIKsUp3dyfTmjhfXiYd" alt=""><figcaption></figcaption></figure>

### Step 2 - Enter Catalog info, select Primary Contact, and Save.

<figure><img src="/files/XZ7Cy9ByB6FS4MIHfx33" alt=""><figcaption></figcaption></figure>

### Step 3 - Select the <mark style="color:blue;">**Listings**</mark> Tab and click <mark style="color:blue;">**Add Listing**</mark>.

<figure><img src="/files/8E7kvMMgPQFEfoMzFNMY" alt=""><figcaption></figcaption></figure>

### Step 4 - Select Product and enter Listing info as needed. Type into the Collections field to show options.

<figure><img src="/files/w4fKWdCn46eghjlYZaMW" alt=""><figcaption></figcaption></figure>

### Step 5 - Expand **Description** card and update details as needed.

<figure><img src="/files/1p4gailqCOChSP2TL55v" alt=""><figcaption></figcaption></figure>

### Step 6 - Expand **Volume Pricing** card and add pricing as needed by clicking <mark style="color:blue;">**Add Volume Price**</mark>. Click <mark style="color:blue;">**Save**</mark>.

&#x20;

<figure><img src="/files/eMpS92oABfACpvJYPAXx" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
Congratulations! You just added your first Listing and a step away from integrating with your Customers so they can order directly from you. Please navigate to the next section, Accept and Invite Customers.
{% endhint %}


# Accept and invite Customers

### **Step 1** - Click <mark style="color:green;">**Accept**</mark> for Customer Requests on the Main Dashboard.

{% hint style="info" %}
Only pending Customer Requests are shown. Skip to step 2 if you don't have any Customer Requests.
{% endhint %}

<figure><img src="/files/xxIBJnFYaOXtvplwpUA9" alt=""><figcaption></figcaption></figure>

A Customer will be created with <mark style="color:green;">**Connected**</mark> status. Account details are now linked between the Customer and your Account.

<figure><img src="/files/07plyws2fenTmdujXHLn" alt=""><figcaption></figcaption></figure>

### **Step 2** - Invite New Customers by navigating to <mark style="color:blue;">**Customers**</mark> on the Dashboard Side Navigation Menu.

Click <mark style="color:blue;">**Add Customer**</mark>.

<figure><img src="/files/yN9MTWdYQ8tj1mNrkM5q" alt=""><figcaption></figcaption></figure>

### **Step 3 -** Enter Customer info and <mark style="color:blue;">**Save**</mark> to send invite.&#x20;

<figure><img src="/files/Mte3pQDD6XWynO08wtyC" alt="" width="563"><figcaption></figcaption></figure>

A Customer will be created with status of <mark style="color:yellow;">**Pending**</mark>. An invite will be sent to the contact email. If the recipient accepts your request, this Customer status will update to <mark style="color:green;">**Connected**</mark>, otherwise status will be <mark style="color:red;">**Disconnected**</mark>.&#x20;

<figure><img src="/files/QAnU3Em6pZBjK3mXOhL8" alt=""><figcaption></figcaption></figure>

### **Step 4 - Assign&#x20;**<mark style="color:green;">**Connected**</mark>**&#x20;Customers to Catalog**&#x20;

Select <mark style="color:green;">**Connected**</mark> Customer and click <mark style="color:blue;">**Edit**</mark>.

<figure><img src="/files/QYjnb9EoADfmYJCymPYK" alt=""><figcaption></figcaption></figure>

### Step 5 - Toggle Assigned Catalog, Select Catalog, and Click <mark style="color:blue;">**Save**</mark>.

{% hint style="info" %}
Customers will have access to all the Listings of their assigned Catalog. You can have multiple Catalogs with different Listings to match your Customers.
{% endhint %}

<figure><img src="/files/qvelih7zK30m4hHmTV6U" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
Great Job! You're now integrate with your Suppliers and Customers! You can now fully utilize the Order Builder to issue Purchase Orders for your Products and Sales Orders. &#x20;
{% endhint %}


# Dashboard

The dashboard consists of the Activity, Customer Requests, and Supplier Request cards.

<figure><img src="/files/jSEJ5NwqCAAE16ovGBIQ" alt=""><figcaption></figcaption></figure>


# Customers

Every Account can easily integrate with a Customer or Supplier in one step through an email invitation to join Apptiflo. Account integration is beneficial for syncing Account info and is the foundation for using Apptiflo's Purchasing features. No development or infrastructure setup is required.&#x20;

Customers assigned to a Catalog can access and order from the Catalog Listings.&#x20;

#### Learn more about Customers:

{% content-ref url="/pages/aICELeISsRJnyQ60UKUK" %}
[How do I add a Customer?](/application-docs/customers/how-do-i-add-a-customer)
{% endcontent-ref %}

{% content-ref url="/pages/BMV2giuR3GE0yFsqfie2" %}
[How do I update a Customer?](/application-docs/customers/how-do-i-update-a-customer)
{% endcontent-ref %}

{% content-ref url="/pages/lPku0D22wV0avAYTRPWW" %}
[How do I delete a Customer?](/application-docs/customers/how-do-i-delete-a-customer)
{% endcontent-ref %}

{% content-ref url="/pages/pqnRKyOZUBsPmBf2jjt7" %}
[How do I accept a Customer Request?](/application-docs/customers/how-do-i-accept-a-customer-request)
{% endcontent-ref %}

{% content-ref url="/pages/8DSe1taiYtqAF0xXyxFp" %}
[How do I decline a Customer Request?](/application-docs/customers/how-do-i-decline-a-customer-request)
{% endcontent-ref %}

{% embed url="<https://apptiflo.com/>" %}


# How do I add a Customer?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Customer access is required.
{% endhint %}

### **Step 1**&#x20;

Navigate to Dashboard, select <mark style="color:blue;">**Customers**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Add Customer**</mark>.

<figure><img src="/files/yN9MTWdYQ8tj1mNrkM5q" alt=""><figcaption></figcaption></figure>

### **Step 2**&#x20;

Enter Customer info and <mark style="color:blue;">**Save**</mark> to send invite.

<figure><img src="/files/Mte3pQDD6XWynO08wtyC" alt="" width="563"><figcaption></figcaption></figure>

A Customer will be created with status of <mark style="color:yellow;">**Pending**</mark>. An invite will be sent to the contact email. If the recipient accepts your request, this Customer status will update to <mark style="color:green;">**Connected**</mark>, otherwise status will be <mark style="color:red;">**Disconnected**</mark>.&#x20;

<figure><img src="/files/QAnU3Em6pZBjK3mXOhL8" alt=""><figcaption></figcaption></figure>


# How do I update a Customer?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Customer access is required.
{% endhint %}

### **Step 1**&#x20;

Navigate to Dashboard, select <mark style="color:blue;">**Customers**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Edit**</mark>.

<figure><img src="/files/QYjnb9EoADfmYJCymPYK" alt=""><figcaption></figcaption></figure>

### **Step 2 - Account Data**

Account data for <mark style="color:green;">**Connected**</mark> Customers are automatically synced. Sit back and relax.

<figure><img src="/files/f3ClZXmeb6xqtg3OoXxJ" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Account data for <mark style="color:yellow;">**Pending**</mark> or <mark style="color:red;">**Disconnected**</mark> Customers require manual maintenance.
{% endhint %}

<figure><img src="/files/z6GJ3lW148n7D2qKSGVP" alt=""><figcaption></figcaption></figure>

### Step 3 - Address

Account addresses for <mark style="color:green;">**Connected**</mark> Customers are automatically synced. Again, no effort needed.

<figure><img src="/files/t2g5VfQbsJ5vEglGi2c0" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Account data for <mark style="color:yellow;">**Pending**</mark> or <mark style="color:red;">**Disconnected**</mark> Customers require manual maintenance.
{% endhint %}

<figure><img src="/files/XFo5OQwiuaXXAXY0Mufv" alt=""><figcaption></figcaption></figure>

### Step 4 - Assigned Catalog

Define Listing access for this Customer by assigning a Catalog.

<figure><img src="/files/qvelih7zK30m4hHmTV6U" alt=""><figcaption></figcaption></figure>

### Step 5

Save updates by clicking <mark style="color:blue;">**Save**</mark>.&#x20;

{% hint style="info" %}
Customer Terms are view only and available for <mark style="color:green;">**Connected**</mark> Customers.
{% endhint %}


# How do I delete a Customer?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Customer access is required.
{% endhint %}

### **Step 1**&#x20;

Navigate to Dashboard, select <mark style="color:blue;">**Customers**</mark> on the Side Navigation Menu.

You can only delete <mark style="color:red;">**Disconnected**</mark> Customers. Click <mark style="color:red;">**Delete**</mark>.

<figure><img src="/files/2iBVK1RuATE9h4ZYzadR" alt=""><figcaption></figcaption></figure>

### **Step 2**&#x20;

Confirm and the Customer will be deleted from your Account. The corresponding Supplier in the Customer's Account will not be affected.

<figure><img src="/files/Fa4CmkjH2mWK4AoX2OXJ" alt="" width="563"><figcaption></figcaption></figure>


# How do I accept a Customer Request?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Customer access is required.
{% endhint %}

### **Step 1**&#x20;

Navigate to Dashboard. Only pending Customer Requests are shown.&#x20;

Click <mark style="color:green;">**Accept**</mark>.

<figure><img src="/files/xxIBJnFYaOXtvplwpUA9" alt=""><figcaption></figcaption></figure>

A Customer will be created with <mark style="color:green;">**Connected**</mark> status. Account details are now linked between the Customer and your Account.

<figure><img src="/files/07plyws2fenTmdujXHLn" alt=""><figcaption></figcaption></figure>


# How do I decline a Customer Request?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Customer access is required.
{% endhint %}

### **Step 1**&#x20;

Navigate to Dashboard. Only pending Customer Requests are shown.&#x20;

Click <mark style="color:red;">**Decline**</mark>.

<figure><img src="/files/xxIBJnFYaOXtvplwpUA9" alt=""><figcaption></figcaption></figure>

### Step 2

Confirm again.

<figure><img src="/files/xUBVKdxzvVUVjZPJ6Hbn" alt="" width="563"><figcaption></figcaption></figure>

A Customer will be not be created on your Account. The requesting Account will have a Supplier with a <mark style="color:red;">**Disconnected**</mark> status.


# Suppliers

Every Account can easily integrate with a Customer or Supplier in one step through an email invitation to join Apptiflo. Account integration is beneficial for syncing Account info and is the foundation for using Apptiflo's Purchasing features. No development or infrastructure setup is required.&#x20;

Your Account, with proper access, can view and access Supplier Listings. You can create Products and place POs directly with Suppliers.&#x20;

#### Learn more about Suppliers:

{% content-ref url="/pages/cNCmImw9PW2CqZebleyA" %}
[How do I add a Supplier?](/application-docs/suppliers/how-do-i-add-a-supplier)
{% endcontent-ref %}

{% content-ref url="/pages/wkabUiNsljIT9CGpWCTg" %}
[How do I update a Supplier?](/application-docs/suppliers/how-do-i-update-a-supplier)
{% endcontent-ref %}

{% content-ref url="/pages/TbveWD0Yelw87gyouigQ" %}
[How do I view a Supplier's Listings?](/application-docs/suppliers/how-do-i-view-a-suppliers-listings)
{% endcontent-ref %}

{% content-ref url="/pages/D4zgyv3PvlmCV2d4Zcoe" %}
[How do I accept a Supplier Request?](/application-docs/suppliers/how-do-i-accept-a-supplier-request)
{% endcontent-ref %}

{% content-ref url="/pages/6CcmUy8POHhEN0lRpbgl" %}
[How do I decline a Supplier Request?](/application-docs/suppliers/how-do-i-decline-a-supplier-request)
{% endcontent-ref %}

{% content-ref url="/pages/bDqiE6PZfPZ2p4IkUNDG" %}
[How do I disconnect a Supplier?](/application-docs/suppliers/how-do-i-disconnect-a-supplier)
{% endcontent-ref %}

{% content-ref url="/pages/1Z06IoJuJZk0hvceHv4L" %}
[How do I delete a Supplier?](/application-docs/suppliers/how-do-i-delete-a-supplier)
{% endcontent-ref %}

{% embed url="<https://apptiflo.com/>" %}


# How do I add a Supplier?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Supplier access is required.
{% endhint %}

### **Step 1**&#x20;

Navigate to Dashboard, select <mark style="color:blue;">**Suppliers**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Add Supplier**</mark>.

<figure><img src="/files/M34YznyA05CHCPq7Hube" alt=""><figcaption></figcaption></figure>

### **Step 2**&#x20;

Enter Supplier info and <mark style="color:blue;">**Save**</mark> to send invite.

<figure><img src="/files/fb7cShIH3BD9jNCUbhhT" alt="" width="563"><figcaption></figcaption></figure>

A Supplier will be created with status of <mark style="color:yellow;">**Pending**</mark>. An invite will be sent to the contact email. If the recipient accepts your request, this Supplier status will update to <mark style="color:green;">**Connected**</mark>, otherwise status will be <mark style="color:red;">**Disconnected**</mark>.&#x20;

<figure><img src="/files/0fRhM5iFbGsUfQ2ODS4z" alt=""><figcaption></figcaption></figure>


# How do I update a Supplier?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Supplier access is required.
{% endhint %}

### **Step 1**&#x20;

Navigate to Dashboard, select S<mark style="color:blue;">**uppliers**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Edit**</mark>.

<figure><img src="/files/W7tvkqYuADNxQFYMlgat" alt=""><figcaption></figcaption></figure>

### **Step 2 - Account Data**

Account data for <mark style="color:green;">**Connected**</mark> Suppliers are automatically synced. Sit back and relax.

<figure><img src="/files/bibSknWUjj9zaw0V7KFT" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Account data for <mark style="color:yellow;">**Pending**</mark> or <mark style="color:red;">**Disconnected**</mark> Suppliers require manual maintenance.
{% endhint %}

<figure><img src="/files/sePk9sWc2riPQxqS6w0K" alt=""><figcaption></figcaption></figure>

### Step 3 - Address

Account addresses for <mark style="color:green;">**Connected**</mark> Suppliers are automatically synced. Again, no additional effort needed.

<figure><img src="/files/dWl2IieJZH6MOnZjxPTM" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Account data for <mark style="color:yellow;">**Pending**</mark> or <mark style="color:red;">**Disconnected**</mark> Suppliers require manual maintenance.
{% endhint %}

<figure><img src="/files/XFo5OQwiuaXXAXY0Mufv" alt=""><figcaption></figcaption></figure>

### Step 4 - Main Support Contact

Choose a User as the primary contact for this Supplier.

<figure><img src="/files/64Sjym8SUhAtjY8Guaxt" alt=""><figcaption></figcaption></figure>

### Step 5

Save updates by clicking <mark style="color:blue;">**Save**</mark>.&#x20;

{% hint style="info" %}
Supplier Terms are view only and available for <mark style="color:green;">**Connected**</mark> Suppliers.
{% endhint %}


# How do I view a Supplier's Listings?

{% hint style="info" %}
Listings are only available for <mark style="color:green;">**Connected**</mark> Suppliers.
{% endhint %}

### **Step 1**&#x20;

Navigate to Dashboard, select S<mark style="color:blue;">**uppliers**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Edit**</mark>.

<figure><img src="/files/W7tvkqYuADNxQFYMlgat" alt=""><figcaption></figcaption></figure>

### **Step 2**&#x20;

Select the <mark style="color:blue;">**Listing**</mark> Tab. You may filter Listings by Name or Collection, if available.&#x20;

This is an example of Listings with Volume Pricing.

<figure><img src="/files/3QEzTABwVgYZaGgqBvEp" alt=""><figcaption></figcaption></figure>

This is an example of Listings with standard unit pricing.

<figure><img src="/files/nzHUl6BdYQgIXUs7JI5y" alt=""><figcaption></figcaption></figure>


# How do I accept a Supplier Request?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Supplier access is required.
{% endhint %}

### **Step 1**&#x20;

Navigate to Dashboard. Only pending Supplier Requests are shown.&#x20;

Click <mark style="color:green;">**Accept**</mark>.

<figure><img src="/files/xAll9TtRSCizLtWM6TRe" alt=""><figcaption></figcaption></figure>

A Supplier will be created with <mark style="color:green;">**Connected**</mark> status. Account details are now linked between the Supplier and your Account.

<figure><img src="/files/ozzY0FZpG8k7R5wZsDVG" alt=""><figcaption></figcaption></figure>


# How do I decline a Supplier Request?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Supplier access is required.
{% endhint %}

### **Step 1**&#x20;

Navigate to Dashboard. Only pending Supplier Requests are shown.&#x20;

Click <mark style="color:red;">**Decline**</mark>.

<figure><img src="/files/xAll9TtRSCizLtWM6TRe" alt=""><figcaption></figcaption></figure>

### Step 2

Confirm again.

<figure><img src="/files/GOHbjQWG6wWpcFuohb50" alt="" width="563"><figcaption></figcaption></figure>

A Supplier will be not be created on your Account. The requesting Account will have a Customer with a  <mark style="color:red;">**Disconnected**</mark> status.


# How do I disconnect a Supplier?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Supplier access is required.
{% endhint %}

### **Step 1**&#x20;

Navigate to Dashboard, select <mark style="color:blue;">**Suppliers**</mark> on the Side Navigation Menu.

Click <mark style="color:red;">**Disconnect**</mark>.

<figure><img src="/files/kp8L533M9qTxo0pvJzRf" alt=""><figcaption></figcaption></figure>

### **Step 2**&#x20;

Confirm again.

<figure><img src="/files/fHUQWAD25IkCoc1lSHSo" alt="" width="563"><figcaption></figcaption></figure>

The Supplier status will update to <mark style="color:red;">**Disconnected**</mark>. Account info between your Account and the Supplier Account will no longer auto sync. You can easily connect again if you change your mind.

<figure><img src="/files/7GZdLnUzMQYnlPyiIEcB" alt=""><figcaption></figcaption></figure>

The corresponding Supplier Account will see your Account as <mark style="color:red;">**Disconnected**</mark> as well.

<figure><img src="/files/4rFbaCuPVlPajJsTTJQ5" alt=""><figcaption></figcaption></figure>


# How do I delete a Supplier?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Customer access is required.
{% endhint %}

### **Step 1**&#x20;

Navigate to Dashboard, select <mark style="color:blue;">**Suppliers**</mark> on the Side Navigation Menu.

You can only delete <mark style="color:red;">**Disconnected**</mark> Suppliers. Click <mark style="color:red;">**Delete**</mark>.

<figure><img src="/files/7GZdLnUzMQYnlPyiIEcB" alt=""><figcaption></figcaption></figure>

### **Step 2**&#x20;

Confirm and the Supplier will be deleted from your Account. The corresponding Customer in the Supplier's Account will not be affected.

<figure><img src="/files/yETUFrefSlg5jWzh0sKA" alt="" width="563"><figcaption></figcaption></figure>


# Products

Apptiflo Products are used directly in Purchase Orders to make ordering easy. We have Supplier and Bundle Product types. A Supplier Product consists of Supplier Listings linked to Connected Suppliers. Your Product components will sync as Supplier Listings update, keeping your Product up to date. A Bundle Product consists of Supplier Listings and Supplier Products. You can leverage Bundles to make your Products scalable. The end goal is to use the Order Builder to generate POs for all component Suppliers in one step.

#### Learn more about Products:

{% content-ref url="/pages/wlQulZZjfLiQ3QZ6xtC3" %}
[How do I add a Product?](/application-docs/products/how-do-i-add-a-product)
{% endcontent-ref %}

{% content-ref url="/pages/nvABO3TUsuUs4gkNMq9Y" %}
[How do I add Product Components?](/application-docs/products/how-do-i-add-product-components)
{% endcontent-ref %}

{% content-ref url="/pages/F07pyR5OhigSE3I2dc0T" %}
[How do I update Supplier Listing Components?](/application-docs/products/how-do-i-update-supplier-listing-components)
{% endcontent-ref %}

{% content-ref url="/pages/WzFSKy9YVbHONnN7YJU3" %}
[How do I update Supplier Product Components?](/application-docs/products/how-do-i-update-supplier-product-components)
{% endcontent-ref %}

{% embed url="<https://apptiflo.com/>" %}


# How do I add a Product?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Product access is required.&#x20;
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Products**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Add Product**</mark>.&#x20;

<figure><img src="/files/7rBamKZYlnTBBvNvoGLP" alt=""><figcaption></figcaption></figure>

### Step 2

Enter Product information and select Product Type, which is permanent, once a Product is created.

You may add components after clicking <mark style="color:blue;">**Save**</mark>. &#x20;

{% hint style="info" %}
A Supplier Product Type uses Supplier Listings as components. A Bundle Product Type uses Supplier Products and Supplier Listings as components.
{% endhint %}

<figure><img src="/files/t4FsusR0ERuPOtQkwUH3" alt=""><figcaption></figcaption></figure>


# How do I update a Product?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Product access is required.
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Products**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Edit**</mark>.&#x20;

<figure><img src="/files/CAfZCDuhQ1TUcP5KHLUI" alt=""><figcaption></figcaption></figure>

### Step 2

Update Product information as needed and click <mark style="color:blue;">**Save**</mark>.

<figure><img src="/files/K084P6k1qZdycurWQvub" alt=""><figcaption></figcaption></figure>


# How do I add Product Components?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Product access is required.
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Products**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Edit**</mark>.&#x20;

<figure><img src="/files/nJuiuhuEPe8oOLGD8NLY" alt="" width="563"><figcaption></figcaption></figure>

### Step 2

Scroll down to the **Components** card, select <mark style="color:green;">**Add Component**</mark>, and choose **Component Type**.&#x20;

{% hint style="info" %}
A Supplier Listing is a direct integration to a Supplier's active Listing.&#x20;

A Supplier Product is a product you have previously created. Your Product must be a Bundle Type to use Supplier Product components.&#x20;
{% endhint %}

<figure><img src="/files/ZGLa0OTYzIzKifybyB0v" alt=""><figcaption></figcaption></figure>

### Step 3 (Option 1) -  Add New Supplier Listing Component

You can create a component for a Product and add a new Supplier in one step.

Select **Supplier Listing** under <mark style="color:blue;">**Add Component**</mark> dropdown.

Select **New Supplier** as Supplier Status in the popup. A New Supplier request will be sent to the Contact Email. Please ensure your profile pic, email, and title is current. Click <mark style="color:blue;">**Save**</mark>.

{% hint style="info" %}
If the Supplier accepts your request, you may update this component with one of its Listings. If the Supplier takes no action, the Component Description will be used for all Purchase Orders to this Supplier.
{% endhint %}

<figure><img src="/files/g8nAMO9Lde7hb3qLIN2t" alt="" width="563"><figcaption></figcaption></figure>

A new component will be created as follows:

<figure><img src="/files/44dPUxoerUTcJO0ThkY3" alt=""><figcaption></figcaption></figure>

### Step 3 (Option 2) -  Add Current Supplier Listing Component

Select **Supplier Listing** under <mark style="color:blue;">**Add Component**</mark> dropdown.

Select **Current Supplier** as Supplier Status in the popup. Select **Supplier**, **Listing**, and set **Qty**. Click <mark style="color:blue;">**Save**</mark>.

<figure><img src="/files/5TN77R6iN13m1YzUTOcu" alt="" width="563"><figcaption></figcaption></figure>

A component will be created as follows:

<figure><img src="/files/tUf79AkqG0LHJQXLhTBE" alt=""><figcaption></figcaption></figure>

### Step 3 (Option 3) -  Add Supplier Product Component

Select **Supplier Listing** under <mark style="color:blue;">**Add Component**</mark> dropdown.

Select **Product** and set **Qty**. The selected Product's component will be shown, if available. Click <mark style="color:blue;">**Save**</mark>.

<figure><img src="/files/vj9Cc7ibujTeM7QT8P1r" alt="" width="563"><figcaption></figcaption></figure>

A component will be created as follows:

<figure><img src="/files/hfPfXCN27WWWny1gt0tk" alt=""><figcaption></figcaption></figure>


# How do I update Supplier Listing Components?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Product access is required.
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Products**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Edit**</mark>.&#x20;

<figure><img src="/files/nJuiuhuEPe8oOLGD8NLY" alt="" width="563"><figcaption></figcaption></figure>

### Step 2

Scroll down to the **Components** card, select <mark style="color:blue;">**Edit**</mark>.&#x20;

<figure><img src="/files/kbshFg7ybaRwJrnHHuUr" alt=""><figcaption></figcaption></figure>

### Step 3

You may update the Qty or update to another Listing by clicking <mark style="color:blue;">**Update Listing**</mark>.

<figure><img src="/files/D0o5U5RYRsHgLKMKV96S" alt="" width="563"><figcaption></figcaption></figure>

#### Option 1: Update to another Listing

Select new **Supplier** and **Listing**.

<figure><img src="/files/KCGAScfzQAjPfTdTeAFO" alt="" width="563"><figcaption></figcaption></figure>

#### Option 2: Update to New Supplier

Set Supplier Status to **New Supplier** and enter new Supplier Info.&#x20;

<figure><img src="/files/OKifsmH40VoyYmbYTEQM" alt="" width="563"><figcaption></figcaption></figure>


# How do I update Supplier Product Components?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Product access is required.
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Products**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Edit**</mark>.&#x20;

<figure><img src="/files/nJuiuhuEPe8oOLGD8NLY" alt="" width="563"><figcaption></figcaption></figure>

### Step 2

Scroll down to the **Components** card, select <mark style="color:blue;">**Edit**</mark>.&#x20;

<figure><img src="/files/pMAb5pJPo2r7Pq07sL6J" alt=""><figcaption></figcaption></figure>

### Step 3

You may update the Qty or update to another Product by clicking <mark style="color:blue;">**Update Product**</mark>.

<figure><img src="/files/AWit0B5PBzGi9EgR9S9X" alt="" width="563"><figcaption></figcaption></figure>

#### Option : Update to another Product

Select new **Product**.

<figure><img src="/files/OUSLazoEdx0fXNu8beRH" alt="" width="563"><figcaption></figcaption></figure>


# Catalogs

Apptiflo Catalogs empowers Accounts to easily segment their Customers with currency, Product offerings, volume pricing, promotions, and terms. Offering the same products or services to all Customers may not always generate the most value. Customers see value differently, and Catalogs give Accounts the flexibility to match those needs. &#x20;

## Product Listings

Create listings from your Product collection and set unique prices for each Catalog. Volume pricing is also available based on order quantity.

## Customers

Customers access their assigned Catalog Listings and directly place Orders.

## Promotions

Run promotion campaigns through discount codes.

## Order Form

Accept Orders in person at a trade show or marketplace and integrate them into the Estimates Process.

## Terms

Differentiate each Catalog with terms and currency.

#### Learn more about Catalogs:

{% content-ref url="/pages/MkvPzkXENm72rFvA68Rf" %}
[How do I add a Catalog?](/application-docs/catalogs/how-do-i-add-a-catalog)
{% endcontent-ref %}

{% content-ref url="/pages/svy1eCxiVEuAm5Eb9NjR" %}
[How do I update a Catalog?](/application-docs/catalogs/how-do-i-update-a-catalog)
{% endcontent-ref %}

{% content-ref url="/pages/eMgwkhpTZwcbrypZSl6P" %}
[How do I delete a Catalog?](/application-docs/catalogs/how-do-i-delete-a-catalog)
{% endcontent-ref %}

#### Catalog Listings

{% content-ref url="/pages/kCRBc0O5FySJ2rOWVMMw" %}
[How do I add a Catalog Listing?](/application-docs/catalogs/how-do-i-add-a-catalog-listing)
{% endcontent-ref %}

{% content-ref url="/pages/0jDZZhZsK7oBnWkPsupZ" %}
[How do I update a Catalog Listing?](/application-docs/catalogs/how-do-i-update-a-catalog-listing)
{% endcontent-ref %}

{% content-ref url="/pages/gUHzmEjnA4TFaBQnUExV" %}
[How do I delete a Catalog Listing?](/application-docs/catalogs/how-do-i-delete-a-catalog-listing)
{% endcontent-ref %}

#### Catalog Promos

{% content-ref url="/pages/OpT38aX02sx4YfJmdQBa" %}
[How do I add a Catalog Promo?](/application-docs/catalogs/how-do-i-add-a-catalog-promo)
{% endcontent-ref %}

{% content-ref url="/pages/bfAaGxzD5kBfsMLw76x4" %}
[How do I update a Catalog Promo?](/application-docs/catalogs/how-do-i-update-a-catalog-promo)
{% endcontent-ref %}

{% content-ref url="/pages/K1X3EfbGLGIt5zp6JD4k" %}
[How do I delete a Catalog Promo?](/application-docs/catalogs/how-do-i-delete-a-catalog-promo)
{% endcontent-ref %}

#### Order Form

{% content-ref url="/pages/Kj3w7jYy1aRX7RbE7LfA" %}
[How do I launch the Order Intake Form?](/application-docs/catalogs/how-do-i-launch-the-order-intake-form)
{% endcontent-ref %}

{% embed url="<https://apptiflo.com/>" %}


# How do I add a Catalog?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Catalog access is required.&#x20;
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Catalogs**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Add Catalog**</mark>.&#x20;

<figure><img src="/files/KMIKsUp3dyfTmjhfXiYd" alt=""><figcaption></figcaption></figure>

### Step 2

Enter Catalog info and select Primary Contact.

<figure><img src="/files/XZ7Cy9ByB6FS4MIHfx33" alt=""><figcaption></figcaption></figure>

### Step 3

Expand **Collections** card and add collections for Listing as needed.&#x20;

<figure><img src="/files/uTRdlurqbuDihcPJze5U" alt=""><figcaption></figcaption></figure>

### Step 4

Expand **Order Intake Form** card and enter data as needed.

<figure><img src="/files/qb3PSicBKqmG2qRfchGe" alt=""><figcaption></figcaption></figure>

### Step 5

Expand **Terms** card and enter terms for this Catalog.&#x20;

<figure><img src="/files/h5clBe2YaLByYcPPC8Te" alt=""><figcaption></figcaption></figure>

### Step 6

Click <mark style="color:blue;">**Save**</mark>.


# How do I update a Catalog?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Catalog access is required.&#x20;
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Catalogs**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Edit**</mark>.&#x20;

<figure><img src="/files/2HUUrpFq4YiILwfISLwQ" alt=""><figcaption></figcaption></figure>

### Step 2

Update primary Catalog info and select Primary Contact.

<figure><img src="/files/0VXyyBaI3ickym86gq6J" alt=""><figcaption></figcaption></figure>

### Step 3

Expand **Collections** card and update collections for Listing as needed.&#x20;

<figure><img src="/files/uTRdlurqbuDihcPJze5U" alt=""><figcaption></figcaption></figure>

### Step 4

Expand **Order Intake Form** card and update details as needed.

<figure><img src="/files/qb3PSicBKqmG2qRfchGe" alt=""><figcaption></figcaption></figure>

### Step 5

Expand **Terms** card and update terms for this Catalog.&#x20;

<figure><img src="/files/h5clBe2YaLByYcPPC8Te" alt=""><figcaption></figcaption></figure>

### Step 6

Click <mark style="color:blue;">**Save**</mark>.


# How do I delete a Catalog?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Catalog access is required.&#x20;
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Catalogs**</mark> on the Side Navigation Menu.

Click <mark style="color:red;">**Delete**</mark>.&#x20;

{% hint style="info" %}

{% endhint %}

<figure><img src="/files/2HUUrpFq4YiILwfISLwQ" alt=""><figcaption></figcaption></figure>

### Step 2

Confirm <mark style="color:red;">**Delete**</mark>.

{% hint style="warning" %}
All Listings and Promotions will be deleted. All Customers assigned to this Catalog will no longer have access to your Listings.&#x20;
{% endhint %}

<figure><img src="/files/S04ISjcTOxHTaTGz27tQ" alt="" width="563"><figcaption></figcaption></figure>


# How do I add a Catalog Listing?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Catalog access is required.&#x20;
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Catalogs**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Edit**</mark>.&#x20;

<figure><img src="/files/2HUUrpFq4YiILwfISLwQ" alt=""><figcaption></figcaption></figure>

### Step 2

Select the <mark style="color:blue;">**Listings**</mark> Tab and click <mark style="color:blue;">**Add Listing**</mark>.

<figure><img src="/files/8E7kvMMgPQFEfoMzFNMY" alt=""><figcaption></figcaption></figure>

### Step 3

Select Product and enter Listing info as needed. Type into the Collections field to show options.

<figure><img src="/files/w4fKWdCn46eghjlYZaMW" alt=""><figcaption></figcaption></figure>

### Step 4

Expand **Description** card and update details as needed.

<figure><img src="/files/1p4gailqCOChSP2TL55v" alt=""><figcaption></figcaption></figure>

### Step 5

Expand **Volume Pricing** card and add pricing as needed by clicking <mark style="color:blue;">**Add Volume Price**</mark>.&#x20;

<figure><img src="/files/eMpS92oABfACpvJYPAXx" alt=""><figcaption></figcaption></figure>

### Step 6

Click <mark style="color:blue;">**Save**</mark>.


# How do I update a Catalog Listing?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Catalog access is required.&#x20;
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Catalogs**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Edit**</mark>.&#x20;

<figure><img src="/files/2HUUrpFq4YiILwfISLwQ" alt=""><figcaption></figcaption></figure>

### Step 2

Select the <mark style="color:blue;">**Listings**</mark> Tab and click <mark style="color:blue;">**Edit**</mark>. Setting the Listing to <mark style="color:yellow;">**Draft**</mark> will restrict Customers from viewing this Listing. &#x20;

<figure><img src="/files/E6Umwm4sSnteRVkbSa3o" alt=""><figcaption></figcaption></figure>

### Step 3

Select Product and enter Listing info as needed. Type into the Collections field to show options.

<figure><img src="/files/kKGS31IN8xkgTlxXiH6Y" alt=""><figcaption></figcaption></figure>

### Step 4

Expand **Description** card and update details as needed.

<figure><img src="/files/APF7RUErKrOPOVO9ZI5N" alt=""><figcaption></figcaption></figure>

### Step 5

Expand **Volume Pricing** card and add pricing as needed by clicking <mark style="color:blue;">**Add Volume Price**</mark>.&#x20;

<figure><img src="/files/eMpS92oABfACpvJYPAXx" alt=""><figcaption></figcaption></figure>

### Step 6

Click <mark style="color:blue;">**Save**</mark>.


# How do I delete a Catalog Listing?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Catalog access is required.&#x20;
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Catalogs**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Edit**</mark>.&#x20;

<figure><img src="/files/2HUUrpFq4YiILwfISLwQ" alt=""><figcaption></figcaption></figure>

### Step 2

Select the <mark style="color:blue;">**Listings**</mark> Tab and click <mark style="color:red;">**Delete**</mark>.&#x20;

<figure><img src="/files/E6Umwm4sSnteRVkbSa3o" alt=""><figcaption></figcaption></figure>

### Step 3

Confirm <mark style="color:red;">**Delete**</mark>.

<figure><img src="/files/LBQQFxVdtUQ2clf6SSPU" alt="" width="563"><figcaption></figcaption></figure>


# How do I add a Catalog Promo?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Catalog access is required.&#x20;
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Catalogs**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Edit**</mark>.&#x20;

<figure><img src="/files/2HUUrpFq4YiILwfISLwQ" alt=""><figcaption></figcaption></figure>

### Step 2

Select the <mark style="color:blue;">**Promos**</mark> Tab and click <mark style="color:blue;">**Add Promo**</mark>.

<figure><img src="/files/yV5Iq8lQA6tCXIsYJVv7" alt=""><figcaption></figcaption></figure>

### Step 3 (Option 1) - Percentage Discount

Select **Discount Precentage from Order** as Promo Type. Customers will enter the Access Code in their orders to apply this Promo. Click <mark style="color:blue;">**Save**</mark>.

<figure><img src="/files/YZObDKznOWyRKDkWm9Tk" alt="" width="563"><figcaption></figcaption></figure>

### Step 3 (Option 2) - Amount Discount

Select **Discount Amount from Order** as Promo Type. Customers will enter the Access Code in their orders to apply this Promo. Click <mark style="color:blue;">**Save**</mark>.

<figure><img src="/files/WEFRDYb3Xa5iOwRXXSBV" alt=""><figcaption></figcaption></figure>


# How do I update a Catalog Promo?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Catalog access is required.&#x20;
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Catalogs**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Edit**</mark>.&#x20;

<figure><img src="/files/2HUUrpFq4YiILwfISLwQ" alt=""><figcaption></figcaption></figure>

### Step 2

Select the <mark style="color:blue;">**Promos**</mark> Tab and click <mark style="color:blue;">**Edit**</mark>.

<figure><img src="/files/786YPmg14zhySTNFwWt2" alt=""><figcaption></figcaption></figure>

### Step 3&#x20;

Update as needed. Promo Type is set once Promo is created. Click <mark style="color:blue;">**Save**</mark>.

<figure><img src="/files/T69BWIsHqnp0vutB8NpD" alt=""><figcaption></figcaption></figure>


# How do I delete a Catalog Promo?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Catalog access is required.&#x20;
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Catalogs**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Edit**</mark>.&#x20;

<figure><img src="/files/2HUUrpFq4YiILwfISLwQ" alt=""><figcaption></figcaption></figure>

### Step 2

Select the <mark style="color:blue;">**Promos**</mark> Tab and click <mark style="color:yellow;">**Set to Draft**</mark>. Only Draft Promos may be deleted.

<figure><img src="/files/786YPmg14zhySTNFwWt2" alt=""><figcaption></figcaption></figure>

### Step 3&#x20;

Select <mark style="color:red;">Delete</mark> after status updates to <mark style="color:yellow;">**Draft**</mark>.

<figure><img src="/files/eRij46twq7IlsLJCcmhw" alt=""><figcaption></figcaption></figure>

Confirm <mark style="color:red;">**Delete**</mark>.

<figure><img src="/files/zXUhWyfjzivcpVbnwXef" alt="" width="563"><figcaption></figcaption></figure>


# How do I launch the Order Intake Form?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Catalog access is required.&#x20;
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Catalogs**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Launch Intake Form**</mark> and a seperate window will open. The form details can be updated in the Catalog.

<figure><img src="/files/2HUUrpFq4YiILwfISLwQ" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/b4yRl09Rb97erPzIK2bO" alt=""><figcaption></figcaption></figure>


# Purchase Orders

An Apptiflo Purchase Order documents the items or services sold between two Accounts. The Account buying or issuing the Purchase Order (PO) is the Customer, while the Account selling or receiving the Purchase Order (PO) is the Supplier. A corresponding Sales Order is created in the Supplier's Account when a PO is made and approved. A Customer Account's Purchase Order is the same as a Supplier Account's Sales Order. Both Accounts can access the Apptiflo platform to process their documents, save time, and ensure accountability.

#### Learn more about processing Purchase Orders:

{% content-ref url="/pages/XzHw0IcFUe5K7CLOcURk" %}
[How do I add a Purchase Order?](/application-docs/purchase-orders/how-do-i-add-a-purchase-order)
{% endcontent-ref %}

{% content-ref url="/pages/DJ4pklqbM4ftI0qjTLW6" %}
[How can I see if a Purchase Order was issued from a Build Order?](/application-docs/purchase-orders/how-can-i-see-if-a-purchase-order-was-issued-from-a-build-order)
{% endcontent-ref %}

{% content-ref url="/pages/MekHReJAQcZv7rWuoBAk" %}
[How do I update a New Purchase Order?](/application-docs/purchase-orders/how-do-i-update-a-new-purchase-order)
{% endcontent-ref %}

{% content-ref url="/pages/WnmtA3Ll20bjnzuwgXI6" %}
[How do I approve/decline a Pending Purchase Order?](/application-docs/purchase-orders/how-do-i-approve-decline-a-pending-purchase-order)
{% endcontent-ref %}

{% content-ref url="/pages/ALcabxr3Vjk8JXiA7sJC" %}
[How do I approve/decline an Estimate Purchase Order?](/application-docs/purchase-orders/how-do-i-approve-decline-an-estimate-purchase-order)
{% endcontent-ref %}

{% content-ref url="/pages/39ivNhsD1kutxZyPawGJ" %}
[How do I retract an Approved Purchase Order?](/application-docs/purchase-orders/how-do-i-retract-an-approved-purchase-order)
{% endcontent-ref %}

{% content-ref url="/pages/oMwcnIgwLw3YSPJzGXVG" %}
[How do I confirm/retract an Accepted Purchase Order?](/application-docs/purchase-orders/how-do-i-confirm-retract-an-accepted-purchase-order)
{% endcontent-ref %}

{% content-ref url="/pages/cQBr51OAlfpbcFbWGiUl" %}
[How do I receive a Shipped Purchase Order?](/application-docs/purchase-orders/how-do-i-receive-a-shipped-purchase-order)
{% endcontent-ref %}

{% embed url="<https://apptiflo.com/>" %}


# 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.  &#x20;

{% content-ref url="/pages/UQ4KmsWjAWOu7t4OTJMG" %}
[Customer creates PO](/application-docs/purchase-orders/po-process-overview/customer-creates-po)
{% endcontent-ref %}

{% content-ref url="/pages/Y6QY9ILcv4gDu68hoyJL" %}
[Internal PO Approval](/application-docs/purchase-orders/po-process-overview/internal-po-approval)
{% endcontent-ref %}

## 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.&#x20;

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.

{% content-ref url="/pages/ZOr5XAcoMTHNu1dmXZi4" %}
[Supplier Accepts Sales Order](/application-docs/purchase-orders/po-process-overview/supplier-accepts-sales-order)
{% endcontent-ref %}

{% content-ref url="/pages/NpwK3N4pgnL1l8HP7bVX" %}
[Customer Confirms PO](/application-docs/purchase-orders/po-process-overview/customer-confirms-po)
{% endcontent-ref %}

{% content-ref url="/pages/JLrUPcdmhYqZryeG9434" %}
[Supplier Processes Sales Order](/application-docs/purchase-orders/po-process-overview/supplier-processes-sales-order)
{% endcontent-ref %}

## 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.&#x20;

{% content-ref url="/pages/RCZWLATTyIqRAOL0oCbC" %}
[Supplier Ships Sales Order](/application-docs/purchase-orders/po-process-overview/supplier-ships-sales-order)
{% endcontent-ref %}

{% content-ref url="/pages/rM96YDUMG5zJcPvjpnQs" %}
[Customer Receives PO](/application-docs/purchase-orders/po-process-overview/customer-receives-po)
{% endcontent-ref %}

{% content-ref url="/pages/mh0GAgfDcYQz1dJeWnuS" %}
[Customer Records a Bill Payment](/application-docs/purchase-orders/po-process-overview/customer-records-a-bill-payment)
{% endcontent-ref %}

{% content-ref url="/pages/8KXiUAtceMORysXzMa92" %}
[Supplier Verifies a Payment](/application-docs/purchase-orders/po-process-overview/supplier-verifies-a-payment)
{% endcontent-ref %}

#### Learn more about Purchase Orders:

{% content-ref url="/pages/jAgD3VAT18HbLQJXunYU" %}
[Purchase Orders](/application-docs/purchase-orders)
{% endcontent-ref %}

{% embed url="<https://apptiflo.com/>" %}


# Customer creates PO

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Purchase Order access is required.&#x20;
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Purchase Orders**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Add Purchase Order**</mark>.&#x20;

<figure><img src="/files/vt5gRrEuZYACKc7peHhE" alt=""><figcaption></figcaption></figure>

### Step 2 (Option 1) - Current Supplier

Choose a Supplier to start a Purchase Order.

<figure><img src="/files/97xntaUpCmGRhIkRFaKi" alt="" width="563"><figcaption></figcaption></figure>

### Step 2 (Option 2) - New Supplier

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

<figure><img src="/files/DE3yeeTqYVFTt4gYSEkQ" alt="" width="563"><figcaption></figcaption></figure>

### Step 3

For this example, we will choose Current Supplier and click <mark style="color:blue;">**Save**</mark>.&#x20;

A new PO will be created and click <mark style="color:blue;">**Edit.**</mark>

<figure><img src="/files/Q0nBErjS6KL2gNErtAmy" alt=""><figcaption></figcaption></figure>

### Step 4

Update fields as needed.&#x20;

#### 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.

<figure><img src="/files/mVVJzcfvX0AYjLrG09Ve" alt=""><figcaption></figcaption></figure>

#### Section 2 - Shipment Address

<figure><img src="/files/IUY7g6B2Lj8zWu2T9Nhs" alt=""><figcaption></figcaption></figure>

#### Section 3 - New Order Items

<figure><img src="/files/L7N9SUMILUsqsrDKu9Gx" alt=""><figcaption></figcaption></figure>

#### Section 3 (Option 1) - Add Listing Item

Click Listing Item under <mark style="color:blue;">**Add Item**</mark> dropdown. Choose a Listing item from the Supplier's Catalog and set order Qty.

{% hint style="info" %}
**Listing Item** option is not available if either your Supplier didn't assign a Catalog to your Account or your Supplier doesn't have any Products.
{% endhint %}

<figure><img src="/files/C3fzjESUrtZkiAEAkkcZ" alt="" width="563"><figcaption></figcaption></figure>

#### Section 3 (Option 2) - Add Custom Item

Click Custom Item under <mark style="color:blue;">**Add Item**</mark> dropdown. Create items that are not part of a Catalog. The Supplier will be able to update this item later.

<figure><img src="/files/SLeVwW6530pVsdiepcOX" alt="" width="563"><figcaption></figcaption></figure>

#### Section 3 - Order Items Details

<figure><img src="/files/5voq5IkneDFwdHjXiuJj" alt=""><figcaption></figcaption></figure>

#### Section 4 - Note

Add note as needed. Supplier can view and update this note during any Order status.&#x20;

<figure><img src="/files/ovlo2MDnwH6uO2ZBTtpu" alt="" width="563"><figcaption></figcaption></figure>

#### Section 5 - Terms

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

<figure><img src="/files/x2ugomYCo95NsLQt0Nm1" alt=""><figcaption></figcaption></figure>

### Step 5

Click **Save** or <mark style="color:blue;">**Submit**</mark> to initiate approval process. If budget approval is not required, this Purchase Order will be sent to the Supplier for acceptance.

<figure><img src="/files/gkPm4rjtJZoWDMGeoa7j" alt=""><figcaption></figcaption></figure>

If you choose to Submit for approval, confirm <mark style="color:green;">**Submit**</mark>.

<figure><img src="/files/8cs4WupkQWfUxbsDMfQX" alt="" width="375"><figcaption></figcaption></figure>


# Internal PO Approval

Requesting Account Internal Approval, if applicable.

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Purchase Order access is required. Only Approvers of current Budget may update Pending Purchase Orders.
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Purchase Orders**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Edit**</mark>.&#x20;

<figure><img src="/files/sONzeuUma2ywH5cUYo8S" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/5voq5IkneDFwdHjXiuJj" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Foreign currencies are automatically converted to the home currency using the daily exchange rate. The Order Total will be shown converted to the home currency until the Order is confirmed.
{% endhint %}

The Basic and Advance Budget will need to approve this Order with an equivalent order total of $43,119.20. Approvers for Basic approves first, and then approvers for Advance.&#x20;

<figure><img src="/files/6xEJ0y5YV5kol3j4AmrC" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
These Budgets are used for illustrated purposes only. Your Account may have more or less Budget approvals.&#x20;
{% endhint %}

### Step 2 - Basic Budget Approval

The Approvals card shows the current approval status. The Purchase Order is restricted during the approval process. Only Approvers of the current Budget may update, approve, or decline the Order.&#x20;

<figure><img src="/files/miSBl7b0GeyyLwHfXnfX" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/Je8pfjNohE9f2PJyGPpH" alt=""><figcaption></figcaption></figure>

#### Step 2 (Option 1) - Update Order

There are many occasions when Order details change. Only Approvers of the current Budget may make changes. After updating, click <mark style="color:blue;">**Save**</mark>.

#### Step 2 (Option 2) - Decline Order

Decline the Order and you may leave a note for record keeping. The Purchase Order status will update to **Void** and the approval process stops.

<figure><img src="/files/Db3VOcwRCQhVfgiqVY7q" alt="" width="563"><figcaption></figcaption></figure>

#### Step 2 (Option 3) - Approve Order

Approve the Order and the next Budget will be notified. If there are no additional Budgets for approval, this PO will be sent to the Supplier.

<figure><img src="/files/FXhPLcU83gmqaVXyHpFd" alt="" width="563"><figcaption></figcaption></figure>

### Step 2  - Advance Budget Approval

The Approvals card will show the next Budget set for approval.

<figure><img src="/files/6er4ETaGBuT5whoZeKGO" alt=""><figcaption></figcaption></figure>

Only Gerald or Kade have access to update, approve, or decline this PO. For this example, we will approve and click <mark style="color:green;">**Approve**</mark>.

<figure><img src="/files/Je8pfjNohE9f2PJyGPpH" alt=""><figcaption></figcaption></figure>

The Approvals card updates and PO status updates. An Order notification email will be sent to the Supplier.

<figure><img src="/files/ODTDb3jIAQwXJmRy5mCj" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/jQk5Hfg5aag8uuXKdgJd" alt=""><figcaption></figcaption></figure>

The Supplier will have the opportunity to review and make any necessary updates, accept, or deny this Order. All updates will not be visible until the Supplier finalizes and accepts this Order.


# Supplier Accepts Sales Order

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Sales Order access is required.&#x20;
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Sales Orders**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Edit**</mark>.&#x20;

<figure><img src="/files/aB63RHrysSJK8fYflVjE" alt=""><figcaption></figcaption></figure>

### Step 2

Update fields as needed. All updates are not visible to the Customer until you <mark style="color:green;">**Accept**</mark> this Order.

#### Section 1  - Primary Details

* Accept by Date - Accept Sales Order by this date.
* Confirm Ship by Date - Confirm ship by date requested from Customer.
* Invoice Due Date - Expected Invoice due date.
* Tax Rate - Set tax rate, if applicable.
* Discount - Confirm applied discount, if applicable.
* Main Contact - Select contact from Account.

<figure><img src="/files/DpXKwK0djjGAoxO56Y6K" alt=""><figcaption></figcaption></figure>

#### Section 2 - Shipment Address

<figure><img src="/files/sbzfWi90l802PbygpO34" alt=""><figcaption></figcaption></figure>

#### Section 3 - Order Items

<figure><img src="/files/hHAVGrYTq5hHBpg4JaWA" alt=""><figcaption></figcaption></figure>

#### Section 3 (Option 1)- Add New Order Item

{% content-ref url="/pages/ArkiS9FsENHmHE11rKQC" %}
[How do I add a Pending Sales Order Item?](/application-docs/sales-orders/how-do-i-add-a-pending-sales-order-item)
{% endcontent-ref %}

#### Section 3 (Option 2) - Update Order Item

{% content-ref url="/pages/FNFf7yCzu1X6VFEtfEek" %}
[How do I update a Pending Sales Order Item?](/application-docs/sales-orders/how-do-i-update-a-pending-sales-order-item)
{% endcontent-ref %}

#### Section 3 (Option 3) - Delete Order Item

{% content-ref url="/pages/OBQ9072Ddyjtji2L4Vtf" %}
[How do I delete a Pending Sales Order Item?](/application-docs/sales-orders/how-do-i-delete-a-pending-sales-order-item)
{% endcontent-ref %}

#### Section 4 - Note

Add note as needed. Customer can also view and update this note during any Order status.&#x20;

<figure><img src="/files/ovlo2MDnwH6uO2ZBTtpu" alt="" width="563"><figcaption></figcaption></figure>

#### Section 5 - Terms

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

<figure><img src="/files/pBlWbisUIDcsQQAXdPGS" alt=""><figcaption></figcaption></figure>

### Step 3

Click **Save,** <mark style="color:green;">**Accept**</mark>, or <mark style="color:red;">**Deny**</mark> to finalize. Saved updates will not be seen by the Customer until you <mark style="color:green;">**Accept**</mark>. An email notification will be sent to the Customer once you decide to <mark style="color:green;">**Accept**</mark> or <mark style="color:red;">**Deny**</mark> this order.&#x20;

<figure><img src="/files/pTEDRrT4K1yH6loQwOz3" alt=""><figcaption></figcaption></figure>

Once accepted, only the Supplier may continue to make updates to an Order. You will need to communicate with your Customer and update as needed.

<figure><img src="/files/vJE9xoiqsVJuC3pt4XVQ" alt="" width="563"><figcaption></figcaption></figure>


# Customer Confirms PO

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Purchase Order access is required. An Accepted Purchase Order will display updates made by the Supplier. Please review the updates and only the Supplier can make further changes.
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Purchase Orders**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Edit**</mark>.&#x20;

<figure><img src="/files/PtSJz9lpwH5K1VfhGYNR" alt=""><figcaption></figcaption></figure>

### Step 2

Review all Order details and request Supplier to make adjustments as needed.

#### Section 1  - Primary Details

<figure><img src="/files/SLiQKB7ovLt9L0689Dio" alt=""><figcaption></figcaption></figure>

#### Section 2 - Shipment Address

<figure><img src="/files/REsdZi7D6EiK3TQr71Oi" alt=""><figcaption></figcaption></figure>

#### Section 3 - Order Items

<figure><img src="/files/y6bOgmg4UnNx83a18VAZ" alt=""><figcaption></figcaption></figure>

#### Section 3 - Order Item Detail

Click <mark style="color:blue;">**View**</mark> to show Item details and history.

<figure><img src="/files/1pRmuYx1qgz98eQlL5Mk" alt="" width="563"><figcaption></figcaption></figure>

#### Section 4 - Note

<figure><img src="/files/FABerS1TioEjtGUdilZX" alt=""><figcaption></figcaption></figure>

#### Section 5 - Terms

<figure><img src="/files/5qIIne2G5aoCVXDPU3Wt" alt=""><figcaption></figcaption></figure>

### Step 3

<mark style="color:green;">**Confirm Order**</mark> if everything looks right or <mark style="color:red;">**Retract Order**</mark> if the Order is not right. An email notification will be sent to the Supplier.

<figure><img src="/files/j4xFoXbphsBt2QWbwrji" alt=""><figcaption></figcaption></figure>

If you choose to <mark style="color:red;">**Retract Order**</mark> and PO status will be **VOID**.

<figure><img src="/files/S7djoNMr3GuCY26Tr3Ta" alt="" width="375"><figcaption></figcaption></figure>

Confirm Order and PO status will be <mark style="color:green;">**Confirmed**</mark>. Further Order updates are restricted. A corresponding Bill with <mark style="color:blue;">**Open**</mark> status for this Purchase Order will be available in the Bills section.&#x20;

<figure><img src="/files/ONzQ2r2YDm9wuJOYOgNv" alt="" width="563"><figcaption></figcaption></figure>


# Supplier Processes Sales Order

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Sales Order access is required. This is the collaboration phase with your  Customer. Order changes are reviewed and only the Supplier may make updates.&#x20;
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Sales Orders**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Edit**</mark>.&#x20;

<figure><img src="/files/YrtRaQcoG3Bx6T7TyY9l" alt=""><figcaption></figcaption></figure>

### Step 2

Update fields as needed. All updates are immediately visible to the Customer.

#### Section 1  - Primary Details

* Accept by Date - Accept Sales Order by this date.
* Confirm Ship by Date - Confirm ship by date requested from Customer.
* Invoice Due Date - Expected Invoice due date.
* Tax Rate - Set tax rate, if applicable.
* Discount - Confirm applied discount, if applicable.
* Main Contact - Select contact from Account.

<figure><img src="/files/DpXKwK0djjGAoxO56Y6K" alt=""><figcaption></figcaption></figure>

#### Section 2 - Shipment Address

<figure><img src="/files/sbzfWi90l802PbygpO34" alt=""><figcaption></figcaption></figure>

#### Section 3 - Order Items

<figure><img src="/files/hHAVGrYTq5hHBpg4JaWA" alt=""><figcaption></figcaption></figure>

#### Section 3 (Option 1)- Add New Order Item

{% content-ref url="/pages/ArkiS9FsENHmHE11rKQC" %}
[How do I add a Pending Sales Order Item?](/application-docs/sales-orders/how-do-i-add-a-pending-sales-order-item)
{% endcontent-ref %}

#### Section 3 (Option 2) - Update Order Item

{% content-ref url="/pages/FNFf7yCzu1X6VFEtfEek" %}
[How do I update a Pending Sales Order Item?](/application-docs/sales-orders/how-do-i-update-a-pending-sales-order-item)
{% endcontent-ref %}

#### Section 3 (Option 3) - Delete Order Item

{% content-ref url="/pages/OBQ9072Ddyjtji2L4Vtf" %}
[How do I delete a Pending Sales Order Item?](/application-docs/sales-orders/how-do-i-delete-a-pending-sales-order-item)
{% endcontent-ref %}

#### Section 4 - Note

Add note as needed. Customer can also view and update this note during any Order status.&#x20;

<figure><img src="/files/ovlo2MDnwH6uO2ZBTtpu" alt="" width="563"><figcaption></figcaption></figure>

#### Section 5 - Terms

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

<figure><img src="/files/pBlWbisUIDcsQQAXdPGS" alt=""><figcaption></figcaption></figure>

### Step 3

Click **Save**.&#x20;

<figure><img src="/files/940UQurBHA8ZaIIMVxED" alt=""><figcaption></figcaption></figure>


# Supplier Ships Sales Order

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Sales Order access is required.&#x20;
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Sales Orders**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Edit**</mark>.&#x20;

<figure><img src="/files/hWPh8ULYtc7IX405PsAn" alt=""><figcaption></figcaption></figure>

Sales Order details are set.&#x20;

<figure><img src="/files/8EPj3jrJdJQLcy5x98c8" alt=""><figcaption></figcaption></figure>

### Step 2&#x20;

Scroll to Order Items card and update each Order Item's shipped quantity.&#x20;

{% hint style="info" %}
If all shipped quantities match ordered quantities, go to Step 4 which sets all Items as shipped.
{% endhint %}

<figure><img src="/files/1PHHq9uRb2nt2lxZ3mOf" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/RNjWYb0paQU7kLYyYy7v" alt="" width="563"><figcaption></figcaption></figure>

{% content-ref url="/pages/JHWSD0j74YGTjwzhj2BK" %}
[How do I set the Shipped Qty of a Confirmed Sales Order Item?](/application-docs/sales-orders/how-do-i-set-the-shipped-qty-of-a-confirmed-sales-order-item)
{% endcontent-ref %}

{% hint style="info" %}
The Sales Order and related Invoice will update with each Item's shipped total. However, the Customer won't see these updates until the Sales Order status is **Shipped**.
{% endhint %}

### Step 3&#x20;

Update note as needed.

<figure><img src="/files/1ktqmcPEuqb9v2V2Hm1s" alt=""><figcaption></figcaption></figure>

### Step 4

Click <mark style="color:green;">**Ship Order**</mark> and finalize Order. Sales Order will transition to **Shipped** status.

<figure><img src="/files/bJbkJEOB5rCA5OTGZMqQ" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/SpyJDFIkA7IlnQaDT8pa" alt="" width="563"><figcaption></figcaption></figure>


# Customer Receives PO

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Purchase Order access is required.&#x20;
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Purchase Orders**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Edit**</mark>.&#x20;

<figure><img src="/files/YdW2SMZRkoJAJfk3tRAy" alt=""><figcaption></figcaption></figure>

### Step 2&#x20;

Scroll to Order Items card and update each Order Item's received quantity.&#x20;

<figure><img src="/files/cNTMvYEYHxF8kdfzaLGW" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/JiHH2hpDxW4tte1WuavI" alt="" width="563"><figcaption></figcaption></figure>

{% hint style="info" %}
If there are any discrepancies between shipped and received quantities, an alert will appear on the Order Item and respective Bill. The Supplier will need to reconcile the discrepancy and finalize the Order.
{% endhint %}

<figure><img src="/files/sAqji24Xd63ybuvGNOst" alt=""><figcaption></figcaption></figure>

### Step 4

Click <mark style="color:green;">**Receive Order**</mark>.

<figure><img src="/files/QINiKyCDfCS9nWeqmnQ3" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/ngiCLbg84vdMyQ7qKUdf" alt="" width="563"><figcaption></figcaption></figure>

Purchase Order status will update to **Completed** if there are no discrepancies, otherwise , status will be **Received**.

<figure><img src="/files/FOhjIMIhwZvpZcHgbCQq" alt=""><figcaption></figcaption></figure>


# Customer Records a Bill Payment

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Purchase Order access is required.&#x20;
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Bills**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Edit**</mark>.&#x20;

<figure><img src="/files/F0GOlxFIP2RUdxtA2qob" alt=""><figcaption></figcaption></figure>

### Step 2

Expand the Payments card and click <mark style="color:blue;">**Add Payment**</mark>.

{% hint style="info" %}
Apptiflo does not process payments. This is to create a record of payment with info such as transaction #, date, and amount.
{% endhint %}

<figure><img src="/files/xgQII6PN0qnwuAIAjSud" alt=""><figcaption></figcaption></figure>

### Step 3

Enter payment info and click <mark style="color:blue;">**Save**</mark>.&#x20;

<figure><img src="/files/FlTSgXBmEO6OzDroWBfg" alt="" width="375"><figcaption></figcaption></figure>

The payment will need to be confirmed by the Supplier.

<figure><img src="/files/bbzulkLk7z2GOG8z9c7F" alt=""><figcaption></figcaption></figure>


# Supplier Verifies a Payment

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Invoice access is required. An Invoice generated from a Purchase Order will automatically update as the PO updates. Only action required is to receive payments.
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Invoices**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Edit**</mark>.&#x20;

<figure><img src="/files/OPPHYxrXQioM16RtmLv5" alt=""><figcaption></figcaption></figure>

### Step 2

Sent payments from the Customer is shown in the main Invoice card.&#x20;

<figure><img src="/files/IM52ArW5SkWyhLsvFaHA" alt=""><figcaption></figcaption></figure>

Expand the Payments card and click <mark style="color:green;">**Verify**</mark>

<figure><img src="/files/YaXUN8PbB9JT1HTRyQmR" alt=""><figcaption></figcaption></figure>

### Step 3

Enter payment received and click <mark style="color:blue;">**Save**</mark>.

<figure><img src="/files/XCNpHxUUPoFQ212Y1FeQ" alt="" width="563"><figcaption></figcaption></figure>

The payment will update with received amount.

<figure><img src="/files/UxDMOezP20VnZmFx1OES" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/IIMQnquMGzgw8720vxuL" alt=""><figcaption></figcaption></figure>


# How do I add a Purchase Order?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Purchase Order access is required.&#x20;
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Purchase Orders**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Add Purchase Order**</mark>.&#x20;

<figure><img src="/files/vt5gRrEuZYACKc7peHhE" alt=""><figcaption></figcaption></figure>

### Step 2 (Option 1) - Current Supplier

Choose a Supplier to start a Purchase Order.

<figure><img src="/files/97xntaUpCmGRhIkRFaKi" alt="" width="563"><figcaption></figcaption></figure>

### Step 2 (Option 2) - New Supplier

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

<figure><img src="/files/DE3yeeTqYVFTt4gYSEkQ" alt="" width="563"><figcaption></figcaption></figure>

### Step 3

Click <mark style="color:blue;">**Save**</mark>.


# How do I update a New Purchase Order?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Purchase Order access is required. You will not have the option of submitting POs for Disconnected Suppliers.
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Purchase Orders**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Edit**</mark>.&#x20;

<figure><img src="/files/Q0nBErjS6KL2gNErtAmy" alt=""><figcaption></figcaption></figure>

### Step 2

Update fields as needed.&#x20;

#### 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.

<figure><img src="/files/mVVJzcfvX0AYjLrG09Ve" alt=""><figcaption></figcaption></figure>

#### Section 2 - Shipment Address

<figure><img src="/files/IUY7g6B2Lj8zWu2T9Nhs" alt=""><figcaption></figcaption></figure>

#### Section 3 - New Order Items

<figure><img src="/files/L7N9SUMILUsqsrDKu9Gx" alt=""><figcaption></figcaption></figure>

#### Section 3 (Option 1) - Add Listing Item

Click Listing Item under <mark style="color:blue;">**Add Item**</mark> dropdown. Choose a Listing item from the Supplier's Catalog and set order Qty.

{% hint style="info" %}
**Listing Item** option is not available if either your Supplier didn't assign a Catalog to your Account or your Supplier doesn't have any Products.
{% endhint %}

<figure><img src="/files/C3fzjESUrtZkiAEAkkcZ" alt="" width="563"><figcaption></figcaption></figure>

#### Section 3 (Option 2) - Add Custom Item

Click Custom Item under <mark style="color:blue;">**Add Item**</mark> dropdown. Create items that are not part of a Catalog. The Supplier will be able to update this item later.

<figure><img src="/files/SLeVwW6530pVsdiepcOX" alt="" width="563"><figcaption></figcaption></figure>

#### Section 3 - Order Items Details

<figure><img src="/files/5voq5IkneDFwdHjXiuJj" alt=""><figcaption></figcaption></figure>

#### Section 4 - Note

Add note as needed. Supplier can view and update this note during any Order status.&#x20;

<figure><img src="/files/ovlo2MDnwH6uO2ZBTtpu" alt="" width="563"><figcaption></figcaption></figure>

#### Section 5 - Terms

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

<figure><img src="/files/x2ugomYCo95NsLQt0Nm1" alt=""><figcaption></figcaption></figure>

### Step 3

Click **Save** or <mark style="color:blue;">**Submit**</mark> to initiate approval process. If budget approval is not required, this Purchase Order will be sent to the Supplier for acceptance.&#x20;

<figure><img src="/files/gkPm4rjtJZoWDMGeoa7j" alt=""><figcaption></figcaption></figure>

If you choose to Submit for approval, confirm <mark style="color:green;">**Submit**</mark>.

<figure><img src="/files/8cs4WupkQWfUxbsDMfQX" alt="" width="375"><figcaption></figcaption></figure>


# How do I approve/decline a Pending Purchase Order?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Purchase Order access is required. Only Approvers of current Budget may update Pending Purchase Orders. You will not have the option of approving POs for Disconnected Suppliers.
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Purchase Orders**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Edit**</mark>.&#x20;

<figure><img src="/files/sONzeuUma2ywH5cUYo8S" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/5voq5IkneDFwdHjXiuJj" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Foreign currencies are automatically converted to the home currency using the daily exchange rate. The Order Total will be shown converted to the home currency until the Order is confirmed.
{% endhint %}

The Basic and Advance Budget will need to approve this Order with an equivalent order total of $43,119.20. Approvers for Basic approves first, and then approvers for Advance.&#x20;

<figure><img src="/files/6xEJ0y5YV5kol3j4AmrC" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
These Budgets are used for illustrated purposes only. Your Account may have more or less Budget approvals.&#x20;
{% endhint %}

### Step 2 - Basic Budget Approval

The Approvals card shows the current approval status. The Purchase Order is restricted during the approval process. Only Approvers of the current Budget may update, approve, or decline the Order.&#x20;

<figure><img src="/files/miSBl7b0GeyyLwHfXnfX" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/Je8pfjNohE9f2PJyGPpH" alt=""><figcaption></figcaption></figure>

#### Step 2 (Option 1) - Update Order

There are many occasions when Order details change. Only Approvers of the current Budget may make changes. After updating, click <mark style="color:blue;">**Save**</mark>.

#### Step 2 (Option 2) - Decline Order

Decline the Order and you may leave a note for record keeping. The Purchase Order status will update to **Void** and the approval process stops.

<figure><img src="/files/Db3VOcwRCQhVfgiqVY7q" alt="" width="563"><figcaption></figcaption></figure>

#### Step 2 (Option 3) - Approve Order

Approve the Order and the next Budget will be notified. If there are no additional Budgets for approval, this PO will be sent to the Supplier.

<figure><img src="/files/FXhPLcU83gmqaVXyHpFd" alt="" width="563"><figcaption></figcaption></figure>

### Step 2  - Advance Budget Approval

The Approvals card will show the next Budget set for approval.

<figure><img src="/files/6er4ETaGBuT5whoZeKGO" alt=""><figcaption></figcaption></figure>

Only Gerald or Kade have access to update, approve, or decline this PO. For this example, we will approve and click <mark style="color:green;">**Approve**</mark>.

<figure><img src="/files/Je8pfjNohE9f2PJyGPpH" alt=""><figcaption></figcaption></figure>

The Approvals card updates and PO status updates. An Order notification email will be sent to the Supplier.

<figure><img src="/files/ODTDb3jIAQwXJmRy5mCj" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/jQk5Hfg5aag8uuXKdgJd" alt=""><figcaption></figcaption></figure>

The Supplier will have the opportunity to review and make any necessary updates, accept, or deny this Order. All updates will not be visible until the Supplier finalizes and accepts this Order.

### Learn more about what the Supplier's doing next:

{% content-ref url="/pages/mNTgA6wvNm35f7fcncbN" %}
[How do I update a Pending Sales Order?](/application-docs/sales-orders/how-do-i-update-a-pending-sales-order)
{% endcontent-ref %}


# How do I retract an Approved Purchase Order?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Purchase Order access is required.
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Purchase Orders**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Edit**</mark>.&#x20;

<figure><img src="/files/rBx4Q8QG30uQAaNK8GzN" alt=""><figcaption></figcaption></figure>

### Step 2

Click <mark style="color:red;">**Retract Order**</mark> and confirm.

<figure><img src="/files/dmCyV7MwN8xQcLCO2BZM" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/sByqdTuQ4xsXYMhnx3Rp" alt="" width="563"><figcaption></figcaption></figure>

A notification email will be sent to the Supplier and this PO status will be updated to **Void**.


# How do I confirm/retract an Accepted Purchase Order?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Purchase Order access is required. An Accepted Purchase Order will display updates made by the Supplier. Please review the updates and only the Supplier can make further changes. You will not have the option of confirming POs from Disconnected Suppliers.
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Purchase Orders**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Edit**</mark>.&#x20;

<figure><img src="/files/PtSJz9lpwH5K1VfhGYNR" alt=""><figcaption></figcaption></figure>

### Step 2

Review all Order details and request Supplier to make adjustments as needed.

#### Section 1  - Primary Details

<figure><img src="/files/SLiQKB7ovLt9L0689Dio" alt=""><figcaption></figcaption></figure>

#### Section 2 - Shipment Address

<figure><img src="/files/REsdZi7D6EiK3TQr71Oi" alt=""><figcaption></figcaption></figure>

#### Section 3 - Order Items

<figure><img src="/files/y6bOgmg4UnNx83a18VAZ" alt=""><figcaption></figcaption></figure>

#### Section 3 - Order Item Detail

Click <mark style="color:blue;">**View**</mark> to show Item details and history.

<figure><img src="/files/1pRmuYx1qgz98eQlL5Mk" alt="" width="563"><figcaption></figcaption></figure>

#### Section 4 - Note

<figure><img src="/files/FABerS1TioEjtGUdilZX" alt=""><figcaption></figcaption></figure>

#### Section 5 - Terms

<figure><img src="/files/5qIIne2G5aoCVXDPU3Wt" alt=""><figcaption></figcaption></figure>

### Step 3

<mark style="color:green;">**Confirm Order**</mark> if everything looks right or <mark style="color:red;">**Retract Order**</mark> if the Order is not right. An email notification will be sent to the Supplier.

<figure><img src="/files/j4xFoXbphsBt2QWbwrji" alt=""><figcaption></figcaption></figure>

If you choose to <mark style="color:red;">**Retract Order**</mark> and PO status will be **VOID**.

<figure><img src="/files/S7djoNMr3GuCY26Tr3Ta" alt="" width="375"><figcaption></figcaption></figure>

Confirm Order and PO status will be <mark style="color:green;">**Confirmed**</mark>. Further Order updates are restricted. A corresponding Bill with <mark style="color:blue;">**Open**</mark> status for this Purchase Order will be available in the Bills section.&#x20;

<figure><img src="/files/ONzQ2r2YDm9wuJOYOgNv" alt="" width="563"><figcaption></figcaption></figure>


# How do I receive a Shipped Purchase Order?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Purchase Order access is required.&#x20;
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Purchase Orders**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Edit**</mark>.&#x20;

<figure><img src="/files/YdW2SMZRkoJAJfk3tRAy" alt=""><figcaption></figcaption></figure>

### Step 2&#x20;

Scroll to Order Items card and update each Order Item's received quantity.&#x20;

<figure><img src="/files/cNTMvYEYHxF8kdfzaLGW" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/JiHH2hpDxW4tte1WuavI" alt="" width="563"><figcaption></figcaption></figure>

{% hint style="info" %}
If there are any discrepancies between shipped and received quantities, an alert will appear on the Order Item and respective Bill. The Supplier will need to reconcile the discrepancy and finalize the Order.
{% endhint %}

<figure><img src="/files/sAqji24Xd63ybuvGNOst" alt=""><figcaption></figcaption></figure>

### Step 4

Click <mark style="color:green;">**Receive Order**</mark>.

<figure><img src="/files/QINiKyCDfCS9nWeqmnQ3" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/ngiCLbg84vdMyQ7qKUdf" alt="" width="563"><figcaption></figcaption></figure>

Purchase Order status will update to **Completed** if there are no discrepancies, otherwise , status will be **Received**.

<figure><img src="/files/FOhjIMIhwZvpZcHgbCQq" alt=""><figcaption></figcaption></figure>

### Learn more about what the Supplier's doing next:

{% content-ref url="/pages/kuyXa9qd2iJXty3TSzKE" %}
[How do I finalize a Received Sales Order?](/application-docs/sales-orders/how-do-i-finalize-a-received-sales-order)
{% endcontent-ref %}


# How can I see if a Purchase Order was issued from a Build Order?

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Purchase Orders**</mark> on the Side Navigation Menu.

&#x20;Purchase Orders issued from Build Orders has an icon that will display the Build Purpose when you hover over it.

<figure><img src="/files/bub1AL7L9UIHeDdba8NC" alt=""><figcaption></figcaption></figure>


# How do I approve/decline an Estimate Purchase Order?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Purchase Order access is required.&#x20;
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Purchase Orders**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Edit**</mark>.&#x20;

<figure><img src="/files/vGSfGBaqGU7ojBI6kNmI" alt=""><figcaption></figcaption></figure>

### Step 2

Review Purchase Order details and adjust **Main Contact**, **Notes**, and **Account Terms** as needed.&#x20;

Please collaborate with the Supplier, who can adjust other Order details. &#x20;

<figure><img src="/files/kXAInoeugAp1FKiEiqFW" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/YXsRs1kP69IYZGwMvuMq" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/7H6ZpsBwalBbmEUfMCTM" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/oi8KiBN9K24HVCngpLBq" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/PW98EOdidofbJiX6vyjb" alt=""><figcaption></figcaption></figure>

### Step 3

The <mark style="color:blue;">**PO Actions**</mark> will only be visible if the current User is assigned to a Budget that either exceeds the Order Estimate total or has the highest approval amount. If the Account doesn't have any Budgets, the current User needs <mark style="color:blue;">**Edit and View**</mark> Purchase Order access. &#x20;

<figure><img src="/files/RKc2QYFXe60Jf3Ap7gsE" alt=""><figcaption></figcaption></figure>

#### Step 3 (Option 1 ) - Accept

Click <mark style="color:green;">**Accept**</mark> and confirm. An email notification will be sent to the Supplier and Purchase Order status will update to **Confirmed**.

{% hint style="info" %}
Purchase Order Estimates require a single approval step.
{% endhint %}

<figure><img src="/files/0fgfKgS3CerrtFxRfapC" alt="" width="563"><figcaption></figcaption></figure>

#### Step 3 (Option 2 ) - Decline

Click <mark style="color:red;">**Decline**</mark> and provide feedback. An email notification will be sent to the Supplier and Purchase Order status will update to **VOID**.

<figure><img src="/files/6Ubin3q9X1b8f2JEAspy" alt="" width="563"><figcaption></figcaption></figure>

### Learn more about what the Supplier's doing next:

{% content-ref url="/pages/oSOFaMXAtWKL6P6hTWoT" %}
[How do I update a Confirmed Sales Order?](/application-docs/sales-orders/how-do-i-update-a-confirmed-sales-order)
{% endcontent-ref %}


# Bills

An Apptiflo Bill is a document detailing the total amount purchased from a Supplier Account and is created when a Purchase Order is confirmed. Similar to Invoices, all PO updates propagate to the linked Bill. The Bill total is the expected payment to the Supplier Account.

#### Learn more about processing Bills:

{% content-ref url="/pages/uiHXXVFEcziJ9Vvs6h0S" %}
[How do I add a payment for an Open Bill?](/application-docs/bills/how-do-i-add-a-payment-for-an-open-bill)
{% endcontent-ref %}

{% content-ref url="/pages/vlr4F00SgL77qISRL664" %}
[How do I update a payment for an Open Bill?](/application-docs/bills/how-do-i-update-a-payment-for-an-open-bill)
{% endcontent-ref %}

{% embed url="<https://apptiflo.com/>" %}


# How do I add a payment for an Open Bill?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Purchase Order access is required.&#x20;
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Bills**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Edit**</mark>.&#x20;

<figure><img src="/files/F0GOlxFIP2RUdxtA2qob" alt=""><figcaption></figcaption></figure>

### Step 2

Expand the Payments card and click <mark style="color:blue;">**Add Payment**</mark>.

{% hint style="info" %}
Apptiflo does not process payments. This is to create a record of payment with info such as transaction #, date, and amount.
{% endhint %}

<figure><img src="/files/xgQII6PN0qnwuAIAjSud" alt=""><figcaption></figcaption></figure>

### Step 3

Enter payment info and click <mark style="color:blue;">**Save**</mark>.&#x20;

<figure><img src="/files/FlTSgXBmEO6OzDroWBfg" alt="" width="375"><figcaption></figcaption></figure>

The payment will need to be confirmed by the Supplier.

<figure><img src="/files/bbzulkLk7z2GOG8z9c7F" alt=""><figcaption></figcaption></figure>


# How do I update a payment for an Open Bill?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Purchase Order access is required.&#x20;
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Bills**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Edit**</mark>.&#x20;

<figure><img src="/files/F0GOlxFIP2RUdxtA2qob" alt=""><figcaption></figcaption></figure>

### Step 2

Expand the Payments card and click <mark style="color:blue;">**Edit**</mark>.

{% hint style="info" %}
Apptiflo does not process payments. This is to create a record of payment with info such as transaction #, date, and amount.
{% endhint %}

<figure><img src="/files/gl0mdnt8chcZtMy1G8aU" alt=""><figcaption></figcaption></figure>

### Step 3

Update payment info and click <mark style="color:blue;">**Save**</mark>.&#x20;

<figure><img src="/files/BZxSql5gUwxJzUC0b3qz" alt="" width="563"><figcaption></figcaption></figure>

The payment will need to be confirmed by the Supplier.

<figure><img src="/files/bbzulkLk7z2GOG8z9c7F" alt=""><figcaption></figcaption></figure>


# Sales Orders

An Apptiflo Purchase Order documents the items or services sold between two Accounts. The Account buying or issuing the Purchase Order (PO) is the Customer, while the Account selling or receiving the Purchase Order (PO) is the Supplier. A corresponding Sales Order is created in the Supplier's Account when a PO is made and approved. A Customer Account's Purchase Order is the same as a Supplier Account's Sales Order. Both Accounts can access the Apptiflo platform to process their documents, save time, and ensure accountability.&#x20;

An Apptiflo Order Estimate is a proposal detailing the items or services sold between two Accounts. The Account selling or issuing the Order Estimate is the Supplier, while the Account buying or receiving the Order Estimate is the Customer. The Customer Account reviews and accepts Order Estimates, which generate Purchase Orders, Sales Orders, Invoices, and Bills. Both Accounts have access to the Apptiflo platform to receive the Order Estimate and process the resulting Purchase Order.&#x20;

#### Learn more about processing Sales Orders:

{% content-ref url="/pages/S3se93ASOSKxIIRE0Iod" %}
[How can I see if a Sales Order have been processed with a Build Order?](/application-docs/sales-orders/how-can-i-see-if-a-sales-order-have-been-processed-with-a-build-order)
{% endcontent-ref %}

#### Order Estimates

{% content-ref url="/pages/5T5hi5BtsLs4H3aJ7DjS" %}
[How do I add an Order Estimate?](/application-docs/sales-orders/how-do-i-add-an-order-estimate)
{% endcontent-ref %}

{% content-ref url="/pages/8jzEQ7X09yzKffHgYR0Y" %}
[How do I update a Draft Order Estimate?](/application-docs/sales-orders/how-do-i-update-a-draft-order-estimate)
{% endcontent-ref %}

{% content-ref url="/pages/67IptGhY6XqKlIJOyRop" %}
[How do I delete a Draft Order Estimate?](/application-docs/sales-orders/how-do-i-delete-a-draft-order-estimate)
{% endcontent-ref %}

#### Sales Orders

{% content-ref url="/pages/mNTgA6wvNm35f7fcncbN" %}
[How do I update a Pending Sales Order?](/application-docs/sales-orders/how-do-i-update-a-pending-sales-order)
{% endcontent-ref %}

{% content-ref url="/pages/KvfPj0OQkCmhks10dZnG" %}
[How do I update an Accepted   Sales Order?](/application-docs/sales-orders/how-do-i-update-an-accepted-sales-order)
{% endcontent-ref %}

{% content-ref url="/pages/oSOFaMXAtWKL6P6hTWoT" %}
[How do I update a Confirmed Sales Order?](/application-docs/sales-orders/how-do-i-update-a-confirmed-sales-order)
{% endcontent-ref %}

{% content-ref url="/pages/kuyXa9qd2iJXty3TSzKE" %}
[How do I finalize a Received Sales Order?](/application-docs/sales-orders/how-do-i-finalize-a-received-sales-order)
{% endcontent-ref %}

#### Sales Order Items

{% content-ref url="/pages/ArkiS9FsENHmHE11rKQC" %}
[How do I add a Pending Sales Order Item?](/application-docs/sales-orders/how-do-i-add-a-pending-sales-order-item)
{% endcontent-ref %}

{% content-ref url="/pages/OBQ9072Ddyjtji2L4Vtf" %}
[How do I delete a Pending Sales Order Item?](/application-docs/sales-orders/how-do-i-delete-a-pending-sales-order-item)
{% endcontent-ref %}

{% content-ref url="/pages/JHWSD0j74YGTjwzhj2BK" %}
[How do I set the Shipped Qty of a Confirmed Sales Order Item?](/application-docs/sales-orders/how-do-i-set-the-shipped-qty-of-a-confirmed-sales-order-item)
{% endcontent-ref %}

{% content-ref url="/pages/QhUl5OrVMk2tLZg6VbU8" %}
[How do I reconcile the Received Qty of a Received Sales Order Item?](/application-docs/sales-orders/how-do-i-reconcile-the-received-qty-of-a-received-sales-order-item)
{% endcontent-ref %}

{% embed url="<https://apptiflo.com/>" %}


# Estimates Process Overview

## Order Estimate Creation

The Supplier Account creates an Order Estimate Purchase Order by selecting a Customer. Users can add Catalog Listings (synced to the latest prices) or custom items to the Order. After finalizing the Order Estimate, the Customer Account receives an email notification of a new Estimate Purchase Order. Once accepted, the Order Estimate flows into the Purchase Order process. &#x20;

{% content-ref url="/pages/IHblgaOJW4ZNGiAwnazb" %}
[Supplier Creates Order Estimate](/application-docs/sales-orders/estimates-process-overview/supplier-creates-order-estimate)
{% endcontent-ref %}

{% content-ref url="/pages/aMRcFypEuPs83GGVxX1a" %}
[Review Order Estimate](/application-docs/sales-orders/estimates-process-overview/review-order-estimate)
{% endcontent-ref %}

{% content-ref url="/pages/gYBv6jt7yEhaPIHFGB81" %}
[Customer Approves Estimate Purchase Order](/application-docs/sales-orders/estimates-process-overview/customer-approves-estimate-purchase-order)
{% endcontent-ref %}

{% embed url="<https://apptiflo.com/>" %}


# Supplier Creates Order Estimate

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Sales Order access is required.&#x20;
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Sales Orders**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Add Order Estimate**</mark>.&#x20;

<figure><img src="/files/v83gMNnsK3a6vDkunnJa" alt=""><figcaption></figcaption></figure>

### Step 2 (Option 1) - Current Customer

Choose a Customer to start an Order Estimate.

<figure><img src="/files/ZlC9NT9LH0J7vo1Jj6Te" alt="" width="563"><figcaption></figcaption></figure>

### Step 2 (Option 2) - New Customer

You can start an Order Estimate and add a new Customer in one step.

<figure><img src="/files/8nMHHERnytTGYnkf8ECT" alt="" width="563"><figcaption></figcaption></figure>

### Step 3

Click <mark style="color:blue;">**Save**</mark>.&#x20;

A new Sales Order with status of Draft will be created. Click <mark style="color:blue;">**Edit**</mark>.&#x20;

<figure><img src="/files/DP09oRKDYJDethb9Godb" alt=""><figcaption></figcaption></figure>

### Step 4

Update fields as needed.&#x20;

#### Section 1  - Primary Details

* Accept by Date - Customer needs to accept Order Estimate by this date.
* Ship by Date - Order needs to ship by this date.
* Invoice Due Date - Invoice due date.
* Tax Rate - Tax rate.
* Discount - Click Check to apply promo code.
* Main Contact - Select contact from requesting Account.

<figure><img src="/files/NUXxgeR7skfwARny2nMi" alt=""><figcaption></figcaption></figure>

#### Section 2 - Shipment Address

<figure><img src="/files/BC7kmddUVvw1NZD2dv9d" alt=""><figcaption></figcaption></figure>

#### Section 3 - Order Items

<figure><img src="/files/L7N9SUMILUsqsrDKu9Gx" alt=""><figcaption></figcaption></figure>

#### Section 3 - Add Listing Item

Choose a Listing from Catalog and set Qty and Unit Price.

<figure><img src="/files/rFgcN19AQpSd3Q1meDwI" alt="" width="563"><figcaption></figcaption></figure>

#### Section 3 - Add Custom Item

Create items that are not part of a Catalog.

<figure><img src="/files/gaC0ast7crnGgo86aHGx" alt="" width="563"><figcaption></figcaption></figure>

#### Section 3 - Order Items Details

<figure><img src="/files/M2fjAkuHKmaEAnzbOWIc" alt=""><figcaption></figcaption></figure>

#### Section 4 - Notes

Add note as needed. Customer can also update this note.

<figure><img src="/files/ovlo2MDnwH6uO2ZBTtpu" alt="" width="563"><figcaption></figcaption></figure>

#### Section 5 - Terms

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

<figure><img src="/files/prSt4ZB3W5E0FTh3Wb2f" alt=""><figcaption></figcaption></figure>

### Step 5

Click **Save** or <mark style="color:blue;">**Submit**</mark> to send to Customer and Order status updates to **Estimate**.

<figure><img src="/files/Cms9Ea0CvMZtD0JxRE1W" alt=""><figcaption></figcaption></figure>


# Review Order Estimate

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Sales Order access is required.&#x20;
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Sales Orders**</mark> on the Side Navigation Menu.

An Order Estimate is a Sales Order in **Draft** or **Estimate** status. Only the Supplier may make updates.

Click <mark style="color:blue;">**Edit**</mark>.&#x20;

<figure><img src="/files/OASDlhxTJFb4KGYGL3eF" alt=""><figcaption></figcaption></figure>

### Step 2

Update fields as needed.&#x20;

#### Section 1  - Primary Details

* Accept by Date - Customer needs to accept Order Estimate by this date.
* Ship by Date - Order needs to ship by this date.
* Invoice Due Date - Invoice due date.
* Tax Rate - Tax rate.
* Discount - Click Check to apply promo code.
* Main Contact - Select contact from requesting Account.

<figure><img src="/files/NUXxgeR7skfwARny2nMi" alt=""><figcaption></figcaption></figure>

#### Section 2 - Shipment Address

<figure><img src="/files/BC7kmddUVvw1NZD2dv9d" alt=""><figcaption></figcaption></figure>

#### Section 3 - Order Items

<figure><img src="/files/taXBBKp0CJjSQNDCrhFf" alt=""><figcaption></figcaption></figure>

#### Section 3 (Option 1)- Add New Order Item

{% content-ref url="/pages/ArkiS9FsENHmHE11rKQC" %}
[How do I add a Pending Sales Order Item?](/application-docs/sales-orders/how-do-i-add-a-pending-sales-order-item)
{% endcontent-ref %}

#### Section 3 (Option 2) - Update Order Item

{% content-ref url="/pages/FNFf7yCzu1X6VFEtfEek" %}
[How do I update a Pending Sales Order Item?](/application-docs/sales-orders/how-do-i-update-a-pending-sales-order-item)
{% endcontent-ref %}

#### Section 3 (Option 3) - Delete Order Item

{% content-ref url="/pages/OBQ9072Ddyjtji2L4Vtf" %}
[How do I delete a Pending Sales Order Item?](/application-docs/sales-orders/how-do-i-delete-a-pending-sales-order-item)
{% endcontent-ref %}

#### Section 4 - Notes

Add note as needed. Customer can also update this note.

<figure><img src="/files/ovlo2MDnwH6uO2ZBTtpu" alt="" width="563"><figcaption></figcaption></figure>

#### Section 5 - Terms

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

<figure><img src="/files/prSt4ZB3W5E0FTh3Wb2f" alt=""><figcaption></figcaption></figure>

### Step 3

Click **Save**. All updates are immediately available to Customers.

<figure><img src="/files/wLpzb6aG79clLqTMwzO5" alt=""><figcaption></figcaption></figure>


# Customer Approves Estimate Purchase Order

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Purchase Order access is required.&#x20;
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Purchase Orders**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Edit**</mark>.&#x20;

<figure><img src="/files/vGSfGBaqGU7ojBI6kNmI" alt=""><figcaption></figcaption></figure>

### Step 2

Review Purchase Order details and adjust **Main Contact**, **Notes**, and **Account Terms** as needed.&#x20;

Please collaborate with the Supplier, who can adjust other Order details. &#x20;

<figure><img src="/files/kXAInoeugAp1FKiEiqFW" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/YXsRs1kP69IYZGwMvuMq" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/7H6ZpsBwalBbmEUfMCTM" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/oi8KiBN9K24HVCngpLBq" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/PW98EOdidofbJiX6vyjb" alt=""><figcaption></figcaption></figure>

### Step 3

The <mark style="color:blue;">**PO Actions**</mark> will only be visible if the current User is assigned to a Budget that either exceeds the Order Estimate total or has the highest approval amount. If the Account doesn't have any Budgets, the current User needs <mark style="color:blue;">**Edit and View**</mark> Purchase Order access. &#x20;

<figure><img src="/files/RKc2QYFXe60Jf3Ap7gsE" alt=""><figcaption></figcaption></figure>

#### Step 3 (Option 1 ) - Accept

Click <mark style="color:green;">**Accept**</mark> and confirm. An email notification will be sent to the Supplier and Purchase Order status will update to **Confirmed**.

{% hint style="info" %}
Purchase Order Estimates require a single approval step.
{% endhint %}

<figure><img src="/files/0fgfKgS3CerrtFxRfapC" alt="" width="563"><figcaption></figcaption></figure>

#### Step 3 (Option 2 ) - Decline

Click <mark style="color:red;">**Decline**</mark> and provide feedback. An email notification will be sent to the Supplier and Purchase Order status will update to **VOID**.

<figure><img src="/files/6Ubin3q9X1b8f2JEAspy" alt="" width="563"><figcaption></figcaption></figure>

What's next?

{% content-ref url="/pages/oSOFaMXAtWKL6P6hTWoT" %}
[How do I update a Confirmed Sales Order?](/application-docs/sales-orders/how-do-i-update-a-confirmed-sales-order)
{% endcontent-ref %}


# How can I see if a Sales Order have been processed with a Build Order?

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Sales Orders**</mark> on the Side Navigation Menu.

Sales Orders that has been processed with a Build Order has an icon that will display the Build Purpose when you hover over it.

<figure><img src="/files/4VMErTAkyweCp3ZiksUW" alt=""><figcaption></figcaption></figure>


# How do I add an Order Estimate?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Sales Order access is required.&#x20;
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Sales Orders**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Add Order Estimate**</mark>.&#x20;

<figure><img src="/files/v83gMNnsK3a6vDkunnJa" alt=""><figcaption></figcaption></figure>

### Step 2 (Option 1) - Current Customer

Choose a Customer to start an Order Estimate.

<figure><img src="/files/ZlC9NT9LH0J7vo1Jj6Te" alt="" width="563"><figcaption></figcaption></figure>

### Step 2 (Option 2) - New Customer

You can start an Order Estimate and add a new Customer in one step.

<figure><img src="/files/8nMHHERnytTGYnkf8ECT" alt="" width="563"><figcaption></figcaption></figure>

### Step 3

Click <mark style="color:blue;">**Save**</mark>.


# How do I update a Draft Order Estimate?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Sales Order access is required.&#x20;
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Sales Orders**</mark> on the Side Navigation Menu.

An Order Estimate is a Sales Order in **Draft** or **Estimate** status. Click <mark style="color:blue;">**Edit**</mark>.&#x20;

<figure><img src="/files/DP09oRKDYJDethb9Godb" alt=""><figcaption></figcaption></figure>

### Step 2

Update fields as needed.&#x20;

#### Section 1  - Primary Details

* Accept by Date - Customer needs to accept Order Estimate by this date.
* Ship by Date - Order needs to ship by this date.
* Invoice Due Date - Invoice due date.
* Tax Rate - Tax rate.
* Discount - Click Check to apply promo code.
* Main Contact - Select contact from requesting Account.

<figure><img src="/files/NUXxgeR7skfwARny2nMi" alt=""><figcaption></figcaption></figure>

#### Section 2 - Shipment Address

<figure><img src="/files/BC7kmddUVvw1NZD2dv9d" alt=""><figcaption></figcaption></figure>

#### Section 3 - Order Items

<figure><img src="/files/L7N9SUMILUsqsrDKu9Gx" alt=""><figcaption></figcaption></figure>

#### Section 3 - Add Listing Item

Choose a Listing from Catalog and set Qty and Unit Price.

<figure><img src="/files/rFgcN19AQpSd3Q1meDwI" alt="" width="563"><figcaption></figcaption></figure>

#### Section 3 - Add Custom Item

Create items that are not part of a Catalog.

<figure><img src="/files/gaC0ast7crnGgo86aHGx" alt="" width="563"><figcaption></figcaption></figure>

#### Section 3 - Order Items Details

<figure><img src="/files/M2fjAkuHKmaEAnzbOWIc" alt=""><figcaption></figcaption></figure>

#### Section 4 - Notes

Add note as needed. Customer can also update this note.

<figure><img src="/files/ovlo2MDnwH6uO2ZBTtpu" alt="" width="563"><figcaption></figcaption></figure>

#### Section 5 - Terms

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

<figure><img src="/files/prSt4ZB3W5E0FTh3Wb2f" alt=""><figcaption></figcaption></figure>

### Step 3

Click **Save** or <mark style="color:blue;">**Submit**</mark> to send to Customer and Order status updates to **Estimate**.

<figure><img src="/files/Cms9Ea0CvMZtD0JxRE1W" alt=""><figcaption></figcaption></figure>


# How do I update an Order Estimate?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Sales Order access is required.&#x20;
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Sales Orders**</mark> on the Side Navigation Menu.

An Order Estimate is a Sales Order in **Draft** or **Estimate** status. Only the Supplier may make updates.

Click <mark style="color:blue;">**Edit**</mark>.&#x20;

<figure><img src="/files/OASDlhxTJFb4KGYGL3eF" alt=""><figcaption></figcaption></figure>

### Step 2

Update fields as needed.&#x20;

#### Section 1  - Primary Details

* Accept by Date - Customer needs to accept Order Estimate by this date.
* Ship by Date - Order needs to ship by this date.
* Invoice Due Date - Invoice due date.
* Tax Rate - Tax rate.
* Discount - Click Check to apply promo code.
* Main Contact - Select contact from requesting Account.

<figure><img src="/files/NUXxgeR7skfwARny2nMi" alt=""><figcaption></figcaption></figure>

#### Section 2 - Shipment Address

<figure><img src="/files/BC7kmddUVvw1NZD2dv9d" alt=""><figcaption></figcaption></figure>

#### Section 3 - Order Items

<figure><img src="/files/taXBBKp0CJjSQNDCrhFf" alt=""><figcaption></figcaption></figure>

#### Section 3 (Option 1)- Add New Order Item

{% content-ref url="/pages/ArkiS9FsENHmHE11rKQC" %}
[How do I add a Pending Sales Order Item?](/application-docs/sales-orders/how-do-i-add-a-pending-sales-order-item)
{% endcontent-ref %}

#### Section 3 (Option 2) - Update Order Item

{% content-ref url="/pages/FNFf7yCzu1X6VFEtfEek" %}
[How do I update a Pending Sales Order Item?](/application-docs/sales-orders/how-do-i-update-a-pending-sales-order-item)
{% endcontent-ref %}

#### Section 3 (Option 3) - Delete Order Item

{% content-ref url="/pages/OBQ9072Ddyjtji2L4Vtf" %}
[How do I delete a Pending Sales Order Item?](/application-docs/sales-orders/how-do-i-delete-a-pending-sales-order-item)
{% endcontent-ref %}

#### Section 4 - Notes

Add note as needed. Customer can also update this note.

<figure><img src="/files/ovlo2MDnwH6uO2ZBTtpu" alt="" width="563"><figcaption></figcaption></figure>

#### Section 5 - Terms

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

<figure><img src="/files/prSt4ZB3W5E0FTh3Wb2f" alt=""><figcaption></figcaption></figure>

### Step 3

Click **Save**. All updates are immediately available to Customers.

<figure><img src="/files/wLpzb6aG79clLqTMwzO5" alt=""><figcaption></figcaption></figure>


# How do I delete a Draft Order Estimate?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Sales Order access is required.&#x20;
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Sales Orders**</mark> on the Side Navigation Menu.

An Order Estimate is a Sales Order in Draft status. Click <mark style="color:red;">**Delete**</mark>.&#x20;

<figure><img src="/files/A1904q9SAF7bVLZrXyBD" alt=""><figcaption></figcaption></figure>

### Step 2

Confirm and Save.

<figure><img src="/files/GLGWJczS9uPXtd6m0jmc" alt="" width="563"><figcaption></figcaption></figure>


# How do I update a Pending Sales Order?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Sales Order access is required.&#x20;
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Sales Orders**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Edit**</mark>.&#x20;

<figure><img src="/files/aB63RHrysSJK8fYflVjE" alt=""><figcaption></figcaption></figure>

### Step 2

Update fields as needed. All updates are not visible to the Customer until you <mark style="color:green;">**Accept**</mark> this Order.

#### Section 1  - Primary Details

* Accept by Date - Accept Sales Order by this date.
* Confirm Ship by Date - Confirm ship by date requested from Customer.
* Invoice Due Date - Expected Invoice due date.
* Tax Rate - Set tax rate, if applicable.
* Discount - Confirm applied discount, if applicable.
* Main Contact - Select contact from Account.

<figure><img src="/files/DpXKwK0djjGAoxO56Y6K" alt=""><figcaption></figcaption></figure>

#### Section 2 - Shipment Address

<figure><img src="/files/sbzfWi90l802PbygpO34" alt=""><figcaption></figcaption></figure>

#### Section 3 - Order Items

<figure><img src="/files/hHAVGrYTq5hHBpg4JaWA" alt=""><figcaption></figcaption></figure>

#### Section 3 (Option 1)- Add New Order Item

{% content-ref url="/pages/ArkiS9FsENHmHE11rKQC" %}
[How do I add a Pending Sales Order Item?](/application-docs/sales-orders/how-do-i-add-a-pending-sales-order-item)
{% endcontent-ref %}

#### Section 3 (Option 2) - Update Order Item

{% content-ref url="/pages/FNFf7yCzu1X6VFEtfEek" %}
[How do I update a Pending Sales Order Item?](/application-docs/sales-orders/how-do-i-update-a-pending-sales-order-item)
{% endcontent-ref %}

#### Section 3 (Option 3) - Delete Order Item

{% content-ref url="/pages/OBQ9072Ddyjtji2L4Vtf" %}
[How do I delete a Pending Sales Order Item?](/application-docs/sales-orders/how-do-i-delete-a-pending-sales-order-item)
{% endcontent-ref %}

#### Section 4 - Note

Add note as needed. Customer can also view and update this note during any Order status.&#x20;

<figure><img src="/files/ovlo2MDnwH6uO2ZBTtpu" alt="" width="563"><figcaption></figcaption></figure>

#### Section 5 - Terms

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

<figure><img src="/files/pBlWbisUIDcsQQAXdPGS" alt=""><figcaption></figcaption></figure>

### Step 3

Click **Save,** <mark style="color:green;">**Accept**</mark>, or <mark style="color:red;">**Deny**</mark> to finalize. Saved updates will not be seen by the Customer until you <mark style="color:green;">**Accept**</mark>. An email notification will be sent to the Customer once you decide to <mark style="color:green;">**Accept**</mark> or <mark style="color:red;">**Deny**</mark> this order.&#x20;

<figure><img src="/files/pTEDRrT4K1yH6loQwOz3" alt=""><figcaption></figcaption></figure>

Once accepted, only the Supplier may continue to make updates to an Order. You will need to communicate with your Customer and update as needed.

<figure><img src="/files/vJE9xoiqsVJuC3pt4XVQ" alt="" width="563"><figcaption></figcaption></figure>

### Learn more about what the Customer's doing next:

{% content-ref url="/pages/oMwcnIgwLw3YSPJzGXVG" %}
[How do I confirm/retract an Accepted Purchase Order?](/application-docs/purchase-orders/how-do-i-confirm-retract-an-accepted-purchase-order)
{% endcontent-ref %}


# How do I update an Accepted   Sales Order?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Sales Order access is required. This is the collaboration phase with your  Customer. Order changes are reviewed and only the Supplier may make updates.&#x20;
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Sales Orders**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Edit**</mark>.&#x20;

<figure><img src="/files/YrtRaQcoG3Bx6T7TyY9l" alt=""><figcaption></figcaption></figure>

### Step 2

Update fields as needed. All updates are immediately visible to the Customer.

#### Section 1  - Primary Details

* Accept by Date - Accept Sales Order by this date.
* Confirm Ship by Date - Confirm ship by date requested from Customer.
* Invoice Due Date - Expected Invoice due date.
* Tax Rate - Set tax rate, if applicable.
* Discount - Confirm applied discount, if applicable.
* Main Contact - Select contact from Account.

<figure><img src="/files/DpXKwK0djjGAoxO56Y6K" alt=""><figcaption></figcaption></figure>

#### Section 2 - Shipment Address

<figure><img src="/files/sbzfWi90l802PbygpO34" alt=""><figcaption></figcaption></figure>

#### Section 3 - Order Items

<figure><img src="/files/hHAVGrYTq5hHBpg4JaWA" alt=""><figcaption></figcaption></figure>

#### Section 3 (Option 1)- Add New Order Item

{% content-ref url="/pages/ArkiS9FsENHmHE11rKQC" %}
[How do I add a Pending Sales Order Item?](/application-docs/sales-orders/how-do-i-add-a-pending-sales-order-item)
{% endcontent-ref %}

#### Section 3 (Option 2) - Update Order Item

{% content-ref url="/pages/FNFf7yCzu1X6VFEtfEek" %}
[How do I update a Pending Sales Order Item?](/application-docs/sales-orders/how-do-i-update-a-pending-sales-order-item)
{% endcontent-ref %}

#### Section 3 (Option 3) - Delete Order Item

{% content-ref url="/pages/OBQ9072Ddyjtji2L4Vtf" %}
[How do I delete a Pending Sales Order Item?](/application-docs/sales-orders/how-do-i-delete-a-pending-sales-order-item)
{% endcontent-ref %}

#### Section 4 - Note

Add note as needed. Customer can also view and update this note during any Order status.&#x20;

<figure><img src="/files/ovlo2MDnwH6uO2ZBTtpu" alt="" width="563"><figcaption></figcaption></figure>

#### Section 5 - Terms

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

<figure><img src="/files/pBlWbisUIDcsQQAXdPGS" alt=""><figcaption></figcaption></figure>

### Step 3

Click **Save**.&#x20;

<figure><img src="/files/940UQurBHA8ZaIIMVxED" alt=""><figcaption></figcaption></figure>

### Learn more about what the Customer's doing next:

{% content-ref url="/pages/oMwcnIgwLw3YSPJzGXVG" %}
[How do I confirm/retract an Accepted Purchase Order?](/application-docs/purchase-orders/how-do-i-confirm-retract-an-accepted-purchase-order)
{% endcontent-ref %}


# How do I update a Confirmed Sales Order?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Sales Order access is required.&#x20;
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Sales Orders**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Edit**</mark>.&#x20;

<figure><img src="/files/hWPh8ULYtc7IX405PsAn" alt=""><figcaption></figcaption></figure>

Sales Order details are set.&#x20;

<figure><img src="/files/8EPj3jrJdJQLcy5x98c8" alt=""><figcaption></figcaption></figure>

### Step 2&#x20;

Scroll to Order Items card and update each Order Item's shipped quantity.&#x20;

{% hint style="info" %}
If all shipped quantities match ordered quantities, go to Step 4 which sets all Items as shipped.
{% endhint %}

<figure><img src="/files/1PHHq9uRb2nt2lxZ3mOf" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/RNjWYb0paQU7kLYyYy7v" alt="" width="563"><figcaption></figcaption></figure>

{% content-ref url="/pages/JHWSD0j74YGTjwzhj2BK" %}
[How do I set the Shipped Qty of a Confirmed Sales Order Item?](/application-docs/sales-orders/how-do-i-set-the-shipped-qty-of-a-confirmed-sales-order-item)
{% endcontent-ref %}

{% hint style="info" %}
The Sales Order and related Invoice will update with each Item's shipped total. However, the Customer won't see these updates until the Sales Order status is **Shipped**.
{% endhint %}

### Step 3&#x20;

Update note as needed.

<figure><img src="/files/1ktqmcPEuqb9v2V2Hm1s" alt=""><figcaption></figcaption></figure>

### Step 4

Click <mark style="color:green;">**Ship Order**</mark> and finalize Order. Sales Order will transition to **Shipped** status.

<figure><img src="/files/bJbkJEOB5rCA5OTGZMqQ" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/SpyJDFIkA7IlnQaDT8pa" alt="" width="563"><figcaption></figcaption></figure>

### Learn more about what the Customer's doing next:

{% content-ref url="/pages/cQBr51OAlfpbcFbWGiUl" %}
[How do I receive a Shipped Purchase Order?](/application-docs/purchase-orders/how-do-i-receive-a-shipped-purchase-order)
{% endcontent-ref %}


# How do I finalize a Received Sales Order?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Sales Order access is required.&#x20;
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Sales Orders**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Edit**</mark>.&#x20;

<figure><img src="/files/hWPh8ULYtc7IX405PsAn" alt=""><figcaption></figcaption></figure>

Sales Order details are set.&#x20;

<figure><img src="/files/dUbcguo9gFpaPSWnbHFD" alt=""><figcaption></figcaption></figure>

### Step 2&#x20;

Scroll to Order Items card and reconcile each Order Item's final quantity.&#x20;

<figure><img src="/files/qJhj1VEpYt8SUURNqU8E" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/2vhXv5p9FqzqqBW9tfp5" alt="" width="563"><figcaption></figcaption></figure>

{% content-ref url="/pages/QhUl5OrVMk2tLZg6VbU8" %}
[How do I reconcile the Received Qty of a Received Sales Order Item?](/application-docs/sales-orders/how-do-i-reconcile-the-received-qty-of-a-received-sales-order-item)
{% endcontent-ref %}

### Step 3&#x20;

Update note as needed.

<figure><img src="/files/1ktqmcPEuqb9v2V2Hm1s" alt=""><figcaption></figcaption></figure>

### Step 4

Click <mark style="color:green;">**Complete Order**</mark> and finalize Order. Sales Order will transition to **Completed** status.

<figure><img src="/files/A83k4UfxMN0bvOtwnrHi" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/j7ksiCktUQ7QkPnroTxa" alt="" width="563"><figcaption></figcaption></figure>


# How do I add a Pending Sales Order Item?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Sales Order access is required.&#x20;
{% endhint %}

### Step 1

Within Sales Order Items, click <mark style="color:blue;">**Add Item**</mark> and choose Item type. A Listing Item is an item from your Catalog and a Custom Item is a non-Catalog Item.

<figure><img src="/files/hHAVGrYTq5hHBpg4JaWA" alt=""><figcaption></figcaption></figure>

### Step 2 (Option 1) - Add Listing Item

Select Listing Item. Choose a Listing from your Catalog, set Order Qty and Unit Price. The Listing Price is shown but you can enter a price at your discretion.

Click <mark style="color:blue;">**Save**</mark>.

<figure><img src="/files/1HJDysqoijCHk6O7wGIl" alt="" width="563"><figcaption></figcaption></figure>

### Step 2 (Option 2) - Add Custom Item

Select Custom Item. Create items that are not part of a Catalog.

Click <mark style="color:blue;">**Save**</mark>.

<figure><img src="/files/TV64tyczRRUMNtwqSh2J" alt="" width="563"><figcaption></figcaption></figure>


# How do I update a Pending Sales Order Item?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Sales Order access is required.&#x20;
{% endhint %}

### Step 1

Within Sales Order Items, select Item Options and <mark style="color:blue;">**Edit**</mark>

<figure><img src="/files/FjHu8uQ3oB0tal0friS5" alt=""><figcaption></figcaption></figure>

### Option 1 - Update Current Item

Update Item with Quantity and Unit Price. The Listing Price is shown as reference.

Click <mark style="color:blue;">**Save**</mark>.&#x20;

<figure><img src="/files/LDHnW1iiIm5930huMOh3" alt="" width="563"><figcaption></figcaption></figure>

### Option 2 - Change to Another Listing

Click <mark style="color:blue;">**Change Listing**</mark>.

<figure><img src="/files/gP5XpvjRlgqCzScuGJXg" alt="" width="563"><figcaption></figcaption></figure>

Select new Listing and enter new Quantity and Unit Price.

Click <mark style="color:blue;">**Save**</mark>.

<figure><img src="/files/VXEAMI4OGlJhRI3FxpX9" alt="" width="563"><figcaption></figcaption></figure>

### Option 3 - Change to a Custom Item

Click <mark style="color:blue;">**Convert to Custom Item**</mark>.

<figure><img src="/files/FPxUPNsulOWEEm1yX90I" alt="" width="563"><figcaption></figcaption></figure>

Enter new Item fields.&#x20;

* Apply Tax? - If Yes is selected, Item will be taxed.
* Apply Discount? - If Yes is selected, Item total will be applied towards Discount minimum.

Click <mark style="color:blue;">**Save**</mark>.

<figure><img src="/files/swUHZfVEnrtZVF6zvTQJ" alt=""><figcaption></figcaption></figure>


# How do I delete a Pending Sales Order Item?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Sales Order access is required. You may only delete an Item created by your Account. You can't delete an Item added by a Customer. You may set the Item to a Qty of zero.
{% endhint %}

### Step 1

Within Sales Order Items, click <mark style="color:red;">**Delete**</mark> and confirm.

<figure><img src="/files/AYOctjGODCDqmeck2UHp" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/3fh92vN2kjtNMIEg64CI" alt="" width="563"><figcaption></figcaption></figure>


# How do I set the Shipped Qty of a Confirmed Sales Order Item?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Sales Order access is required.&#x20;
{% endhint %}

### Step 1

Within Sales Order Items, click <mark style="color:blue;">**Set Shipped Qty**</mark>.

<figure><img src="/files/1PHHq9uRb2nt2lxZ3mOf" alt=""><figcaption></figcaption></figure>

### Step 2

Confirm Shipped Quantity and Shipped Unit Price.

Click <mark style="color:blue;">**Save**</mark>.

{% hint style="info" %}
As each Order Item updates, the corresponding Sales Order and Invoice updates to reflect the new Shipped Order Total. However, these changes are not reflected on the Purchase Order and respective Bill until the Sales Order status updates to **Shipped**.&#x20;
{% endhint %}

<figure><img src="/files/RNjWYb0paQU7kLYyYy7v" alt="" width="563"><figcaption></figcaption></figure>


# How do I reconcile the Received Qty of a Received Sales Order Item?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Sales Order access is required.&#x20;
{% endhint %}

### Step 1

Within Sales Order Items, click <mark style="color:blue;">**Reconcile**</mark>.

<figure><img src="/files/qJhj1VEpYt8SUURNqU8E" alt=""><figcaption></figcaption></figure>

### Step 2

Finalize Shipped Quantity and Unit Price.

Click <mark style="color:blue;">**Save**</mark>.

<figure><img src="/files/2vhXv5p9FqzqqBW9tfp5" alt="" width="563"><figcaption></figcaption></figure>


# Invoices

An Apptiflo Invoice documents the total amount sold to a Customer Account and is created when a Sales Order is received. All updates to the Sales Order automatically update the linked Invoice. The Invoice total is the expected payment from the Customer Account.

Accounts may also create Invoices independent of any Sales Orders. Independent invoices will generate a Bill in the Customer's Account.

#### Learn more about processing Invoices:

{% content-ref url="/pages/2tIUmbFzgV9ekmQfYFeZ" %}
[How do I add an Invoice?](/application-docs/invoices/how-do-i-add-an-invoice)
{% endcontent-ref %}

{% content-ref url="/pages/mmNDWB9kp2ioR6k7BR7R" %}
[How do I update a Draft Invoice?](/application-docs/invoices/how-do-i-update-a-draft-invoice)
{% endcontent-ref %}

{% content-ref url="/pages/fDDWIGjSxeh1XoGLaois" %}
[How do I update an Open Invoice?](/application-docs/invoices/how-do-i-update-an-open-invoice)
{% endcontent-ref %}

{% content-ref url="/pages/DNpWSzsApI4MD0WPXPJ9" %}
[How do I delete an Open Invoice?](/application-docs/invoices/how-do-i-delete-an-open-invoice)
{% endcontent-ref %}

{% content-ref url="/pages/kVj0CZRj7a8b2p415GLg" %}
[How do I verify a payment for an Open Invoice?](/application-docs/invoices/how-do-i-verify-a-payment-for-an-open-invoice)
{% endcontent-ref %}

{% content-ref url="/pages/3tS2ptOtxMFRUl2FFcyW" %}
[How do I mark an Open Invoice as Paid?](/application-docs/invoices/how-do-i-mark-an-open-invoice-as-paid)
{% endcontent-ref %}

{% content-ref url="/pages/fR6PD9nV975kJEhopkWA" %}
[How do I mark an Open Invoice as Uncollectible?](/application-docs/invoices/how-do-i-mark-an-open-invoice-as-uncollectible)
{% endcontent-ref %}

#### Invoice Items

{% content-ref url="/pages/0YS0B3nlFK5WUdXZQvwE" %}
[How do I add an Invoice Item?](/application-docs/invoices/how-do-i-add-an-invoice-item)
{% endcontent-ref %}

{% content-ref url="/pages/8O4lRDEzOx1M7F8qZtQc" %}
[How do I edit an Invoice Item?](/application-docs/invoices/how-do-i-edit-an-invoice-item)
{% endcontent-ref %}

{% content-ref url="/pages/a7ytzS2hOR9hFtCZRto1" %}
[How do I delete an Invoice Item?](/application-docs/invoices/how-do-i-delete-an-invoice-item)
{% endcontent-ref %}

{% embed url="<https://apptiflo.com/>" %}


# Invoicing Process Overview

## Automated Invoices

At the core of Apptiflo's Purchasing platform is automating Invoices from Sales Orders. An Invoice is created after accepting a Sales Order from a Customer. All Order updates are to be completed on the Sales Order, such as updates to Order Items or shipment addresses. Updates will synchronize with the Invoice. &#x20;

## New Invoice Creation

An Account creates an Invoice by selecting an integrated Customer. Users can add custom items to the Invoice, and a corresponding Bill will be added to the Customer's Account. A manually created Invoice is not linked to any Sales Orders.&#x20;

{% content-ref url="/pages/KnN6pw9RTpyxJKXWhAAc" %}
[Create Invoice](/application-docs/invoices/invoicing-process-overview/create-invoice)
{% endcontent-ref %}

## Payments

The primary purpose of Invoices and Bills is to see the payments due. Customer Accounts can record their payments on Bills, while Supplier Accounts can confirm payments on Invoices. This confirmation provides a clear record of payment attached to each Order. Apptiflo does not process any payments because every Account needs the flexibility to make payments that fit their terms.

{% content-ref url="/pages/s0RTVDMzUwVXtoUOWTWT" %}
[Mark a payment for a Bill](/application-docs/invoices/invoicing-process-overview/mark-a-payment-for-a-bill)
{% endcontent-ref %}

{% content-ref url="/pages/vPRh05rq0UJoNHJxoDih" %}
[Verify payment for an Invoice](/application-docs/invoices/invoicing-process-overview/verify-payment-for-an-invoice)
{% endcontent-ref %}

{% content-ref url="/pages/urUB4I5ttkILDpjZuY9D" %}
[Finalize Invoice](/application-docs/invoices/invoicing-process-overview/finalize-invoice)
{% endcontent-ref %}

#### Learn more about Invoices:

{% content-ref url="/pages/4y74vt6LXoR1EQiFdZvu" %}
[Invoices](/application-docs/invoices)
{% endcontent-ref %}

{% embed url="<https://apptiflo.com/>" %}


# Create Invoice

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Invoice access is required.&#x20;
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Invoices**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Add Invoice**</mark>.&#x20;

<figure><img src="/files/FpekswKIpfotd8L02oSu" alt=""><figcaption></figcaption></figure>

#### Step 2 (Option 1) - Current Customer

Choose a Customer for this Invoice.

<figure><img src="/files/2UUanDkA5njNl9xoWbWl" alt="" width="563"><figcaption></figcaption></figure>

#### Step 2 (Option 2) - New Customer

You can start an Invoice and add a new Customer in one step.

<figure><img src="/files/FZsLO15IRWzZa0jCMkUC" alt="" width="563"><figcaption></figcaption></figure>

### Step 3

Click <mark style="color:blue;">**Save**</mark>. A new Invoice will be created. Click <mark style="color:blue;">**Edit**</mark>.

&#x20;

<figure><img src="/files/7x3vtwJQV97iBTEYYhIM" alt=""><figcaption></figcaption></figure>

### Step 4

Update fields as needed.&#x20;

#### Section 1  - Primary Details

* Due Date - Invoice Due Date.
* Discount - Discount amount to be applied, if applicable.
* Tax Rate - Tax rate on Items, if applicable.
* Main Contact - Select contact from requesting Account.

<figure><img src="/files/Tv7Qun5ZFJUfWLR1eCZn" alt=""><figcaption></figcaption></figure>

#### Section 2 - Shipment Address

<figure><img src="/files/mcBxwFkNnohdEnDJsvUn" alt=""><figcaption></figcaption></figure>

#### Section 3 - Order Items

<figure><img src="/files/8Nz5Uvfu8dVp8WaBHCfb" alt=""><figcaption></figcaption></figure>

{% content-ref url="/pages/0YS0B3nlFK5WUdXZQvwE" %}
[How do I add an Invoice Item?](/application-docs/invoices/how-do-i-add-an-invoice-item)
{% endcontent-ref %}

{% content-ref url="/pages/8O4lRDEzOx1M7F8qZtQc" %}
[How do I edit an Invoice Item?](/application-docs/invoices/how-do-i-edit-an-invoice-item)
{% endcontent-ref %}

{% content-ref url="/pages/a7ytzS2hOR9hFtCZRto1" %}
[How do I delete an Invoice Item?](/application-docs/invoices/how-do-i-delete-an-invoice-item)
{% endcontent-ref %}

#### Section 4 - Notes

Add note as needed. The Customer will also see and update this note.

<figure><img src="/files/ovlo2MDnwH6uO2ZBTtpu" alt="" width="563"><figcaption></figcaption></figure>

### Step 5

Click **Save** or <mark style="color:blue;">**Submit to Customer**</mark> to send to Customer.

<figure><img src="/files/8gise2CAyIGUzOUsFIq1" alt=""><figcaption></figcaption></figure>

If you choose to <mark style="color:blue;">**Submit to Customer**</mark>, confirm <mark style="color:green;">**Submit**</mark>. An email notification will be sent to the Customer and this Invoice status will update to **OPEN**.

<figure><img src="/files/FkUEraGErUoSX9YwYSVd" alt="" width="563"><figcaption></figcaption></figure>


# Mark a payment for a Bill

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Purchase Order access is required.&#x20;
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Bills**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Edit**</mark>.&#x20;

<figure><img src="/files/F0GOlxFIP2RUdxtA2qob" alt=""><figcaption></figcaption></figure>

### Step 2

Expand the Payments card and click <mark style="color:blue;">**Add Payment**</mark>.

{% hint style="info" %}
Apptiflo does not process payments. This is to create a record of payment with info such as transaction #, date, and amount.
{% endhint %}

<figure><img src="/files/xgQII6PN0qnwuAIAjSud" alt=""><figcaption></figcaption></figure>

### Step 3

Enter payment info and click <mark style="color:blue;">**Save**</mark>.&#x20;

<figure><img src="/files/FlTSgXBmEO6OzDroWBfg" alt="" width="375"><figcaption></figcaption></figure>

The payment will need to be confirmed by the Supplier.

<figure><img src="/files/bbzulkLk7z2GOG8z9c7F" alt=""><figcaption></figcaption></figure>

What's next?

{% content-ref url="/pages/WnmtA3Ll20bjnzuwgXI6" %}
[How do I approve/decline a Pending Purchase Order?](/application-docs/purchase-orders/how-do-i-approve-decline-a-pending-purchase-order)
{% endcontent-ref %}


# Verify payment for an Invoice

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Invoice access is required. An Invoice generated from a Purchase Order will automatically update as the PO updates. Only action required is to receive payments.
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Invoices**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Edit**</mark>.&#x20;

<figure><img src="/files/OPPHYxrXQioM16RtmLv5" alt=""><figcaption></figcaption></figure>

### Step 2

Sent payments from the Customer is shown in the main Invoice card.&#x20;

<figure><img src="/files/IM52ArW5SkWyhLsvFaHA" alt=""><figcaption></figcaption></figure>

Expand the Payments card and click <mark style="color:green;">**Verify**</mark>

<figure><img src="/files/YaXUN8PbB9JT1HTRyQmR" alt=""><figcaption></figcaption></figure>

### Step 3

Enter payment received and click <mark style="color:blue;">**Save**</mark>.

<figure><img src="/files/XCNpHxUUPoFQ212Y1FeQ" alt="" width="563"><figcaption></figcaption></figure>

The payment will update with received amount.

<figure><img src="/files/UxDMOezP20VnZmFx1OES" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/IIMQnquMGzgw8720vxuL" alt=""><figcaption></figcaption></figure>

What's next for Supplier?

{% content-ref url="/pages/KvfPj0OQkCmhks10dZnG" %}
[How do I update an Accepted   Sales Order?](/application-docs/sales-orders/how-do-i-update-an-accepted-sales-order)
{% endcontent-ref %}

What's next for Customer?

{% content-ref url="/pages/oMwcnIgwLw3YSPJzGXVG" %}
[How do I confirm/retract an Accepted Purchase Order?](/application-docs/purchase-orders/how-do-i-confirm-retract-an-accepted-purchase-order)
{% endcontent-ref %}


# Finalize Invoice

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Invoice access is required. Only direct invoices (not related to any POs) may be updated from the **Invoices** Page. Updates to Purchase Orders will flow to its respective Invoices.
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Invoices**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Edit**</mark>.&#x20;

<figure><img src="/files/Eicjk0VDbR30L37lGgow" alt=""><figcaption></figcaption></figure>

### Step 2

Update fields as needed.&#x20;

#### Section 1  - Primary Details

* Due Date - Invoice Due Date.
* Discount - Discount amount to be applied, if applicable.
* Tax Rate - Tax rate on Items, if applicable.
* Main Contact - Select contact from requesting Account.

<figure><img src="/files/ccFFWJscZmgHMa5XSqXw" alt=""><figcaption></figcaption></figure>

#### Section 2 - Shipment Address

<figure><img src="/files/mcBxwFkNnohdEnDJsvUn" alt=""><figcaption></figcaption></figure>

#### Section 3 - Order Items

<figure><img src="/files/lqgLP4oGiVtUY5Lq46Ys" alt=""><figcaption></figcaption></figure>

{% content-ref url="/pages/0YS0B3nlFK5WUdXZQvwE" %}
[How do I add an Invoice Item?](/application-docs/invoices/how-do-i-add-an-invoice-item)
{% endcontent-ref %}

{% content-ref url="/pages/8O4lRDEzOx1M7F8qZtQc" %}
[How do I edit an Invoice Item?](/application-docs/invoices/how-do-i-edit-an-invoice-item)
{% endcontent-ref %}

{% content-ref url="/pages/a7ytzS2hOR9hFtCZRto1" %}
[How do I delete an Invoice Item?](/application-docs/invoices/how-do-i-delete-an-invoice-item)
{% endcontent-ref %}

#### Section 4 - Notes

Add note as needed. Customer will also see this note.

<figure><img src="/files/ovlo2MDnwH6uO2ZBTtpu" alt="" width="563"><figcaption></figcaption></figure>

### Step 3

Click **Save**, <mark style="color:blue;">**Mark as Paid**</mark>, or <mark style="color:red;">**Mark as Uncollectible**</mark>.

<figure><img src="/files/PnjnAU1teESnTbshvMbU" alt=""><figcaption></figcaption></figure>

If you choose to <mark style="color:blue;">**Mark as Paid**</mark>, confirm <mark style="color:green;">**Paid**</mark>. This Invoice status will update to **Paid**.

<figure><img src="/files/H4YsuqQXLKo4588DaKC1" alt="" width="563"><figcaption></figcaption></figure>

If you choose to <mark style="color:red;">**Mark as Uncollectible**</mark>, confirm <mark style="color:red;">**Uncollectible**</mark>. This Invoice status will update to **Uncollectible**.

<figure><img src="/files/KgD3gsxo730LtGMwm3nw" alt="" width="563"><figcaption></figcaption></figure>


# How do I add an Invoice?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Invoice access is required.&#x20;
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Invoices**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Add Invoice**</mark>.&#x20;

<figure><img src="/files/FpekswKIpfotd8L02oSu" alt=""><figcaption></figcaption></figure>

#### Step 2 (Option 1) - Current Customer

Choose a Customer for this Invoice.

<figure><img src="/files/2UUanDkA5njNl9xoWbWl" alt="" width="563"><figcaption></figcaption></figure>

#### Step 2 (Option 2) - New Customer

You can start an Invoice and add a new Customer in one step.

<figure><img src="/files/FZsLO15IRWzZa0jCMkUC" alt="" width="563"><figcaption></figcaption></figure>

### Step 3

Click <mark style="color:blue;">**Save**</mark>.


# How do I update a Draft Invoice?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Invoice access is required.&#x20;
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Invoices**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Edit**</mark>.&#x20;

<figure><img src="/files/7x3vtwJQV97iBTEYYhIM" alt=""><figcaption></figcaption></figure>

### Step 2

Update fields as needed.&#x20;

#### Section 1  - Primary Details

* Due Date - Invoice Due Date.
* Discount - Discount amount to be applied, if applicable.
* Tax Rate - Tax rate on Items, if applicable.
* Main Contact - Select contact from requesting Account.

<figure><img src="/files/Tv7Qun5ZFJUfWLR1eCZn" alt=""><figcaption></figcaption></figure>

#### Section 2 - Shipment Address

<figure><img src="/files/mcBxwFkNnohdEnDJsvUn" alt=""><figcaption></figcaption></figure>

#### Section 3 - Order Items

<figure><img src="/files/8Nz5Uvfu8dVp8WaBHCfb" alt=""><figcaption></figcaption></figure>

{% content-ref url="/pages/0YS0B3nlFK5WUdXZQvwE" %}
[How do I add an Invoice Item?](/application-docs/invoices/how-do-i-add-an-invoice-item)
{% endcontent-ref %}

{% content-ref url="/pages/8O4lRDEzOx1M7F8qZtQc" %}
[How do I edit an Invoice Item?](/application-docs/invoices/how-do-i-edit-an-invoice-item)
{% endcontent-ref %}

{% content-ref url="/pages/a7ytzS2hOR9hFtCZRto1" %}
[How do I delete an Invoice Item?](/application-docs/invoices/how-do-i-delete-an-invoice-item)
{% endcontent-ref %}

#### Section 4 - Notes

Add note as needed. The Customer will also see and update this note.

<figure><img src="/files/ovlo2MDnwH6uO2ZBTtpu" alt="" width="563"><figcaption></figcaption></figure>

### Step 3

Click **Save** or <mark style="color:blue;">**Submit to Customer**</mark> to send to Customer.

<figure><img src="/files/8gise2CAyIGUzOUsFIq1" alt=""><figcaption></figcaption></figure>

If you choose to <mark style="color:blue;">**Submit to Customer**</mark>, confirm <mark style="color:green;">**Submit**</mark>. An email notification will be sent to the Customer and this Invoice status will update to **OPEN**.

<figure><img src="/files/FkUEraGErUoSX9YwYSVd" alt="" width="563"><figcaption></figcaption></figure>


# How do I update an Open Invoice?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Invoice access is required. Only direct invoices (not related to any POs) may be updated from the **Invoices** Page. Updates to Purchase Orders will flow to its respective Invoices.
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Invoices**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Edit**</mark>.&#x20;

<figure><img src="/files/Eicjk0VDbR30L37lGgow" alt=""><figcaption></figcaption></figure>

### Step 2

Update fields as needed.&#x20;

#### Section 1  - Primary Details

* Due Date - Invoice Due Date.
* Discount - Discount amount to be applied, if applicable.
* Tax Rate - Tax rate on Items, if applicable.
* Main Contact - Select contact from requesting Account.

<figure><img src="/files/ccFFWJscZmgHMa5XSqXw" alt=""><figcaption></figcaption></figure>

#### Section 2 - Shipment Address

<figure><img src="/files/mcBxwFkNnohdEnDJsvUn" alt=""><figcaption></figcaption></figure>

#### Section 3 - Order Items

<figure><img src="/files/lqgLP4oGiVtUY5Lq46Ys" alt=""><figcaption></figcaption></figure>

{% content-ref url="/pages/0YS0B3nlFK5WUdXZQvwE" %}
[How do I add an Invoice Item?](/application-docs/invoices/how-do-i-add-an-invoice-item)
{% endcontent-ref %}

{% content-ref url="/pages/8O4lRDEzOx1M7F8qZtQc" %}
[How do I edit an Invoice Item?](/application-docs/invoices/how-do-i-edit-an-invoice-item)
{% endcontent-ref %}

{% content-ref url="/pages/a7ytzS2hOR9hFtCZRto1" %}
[How do I delete an Invoice Item?](/application-docs/invoices/how-do-i-delete-an-invoice-item)
{% endcontent-ref %}

#### Section 4 - Notes

Add note as needed. Customer will also see this note.

<figure><img src="/files/ovlo2MDnwH6uO2ZBTtpu" alt="" width="563"><figcaption></figcaption></figure>

### Step 3

Click **Save**, <mark style="color:blue;">**Mark as Paid**</mark>, or <mark style="color:red;">**Mark as Uncollectible**</mark>.

<figure><img src="/files/PnjnAU1teESnTbshvMbU" alt=""><figcaption></figcaption></figure>

If you choose to <mark style="color:blue;">**Mark as Paid**</mark>, confirm <mark style="color:green;">**Paid**</mark>. This Invoice status will update to **Paid**.

<figure><img src="/files/H4YsuqQXLKo4588DaKC1" alt="" width="563"><figcaption></figcaption></figure>

If you choose to <mark style="color:red;">**Mark as Uncollectible**</mark>, confirm <mark style="color:red;">**Uncollectible**</mark>. This Invoice status will update to **Uncollectible**.

<figure><img src="/files/KgD3gsxo730LtGMwm3nw" alt="" width="563"><figcaption></figcaption></figure>


# How do I delete an Open Invoice?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Invoice access is required. Only direct Invoices (not related to any POs) may be deleted.&#x20;
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Invoices**</mark> on the Side Navigation Menu.

Click <mark style="color:red;">**Delete**</mark>.&#x20;

<figure><img src="/files/Eicjk0VDbR30L37lGgow" alt=""><figcaption></figcaption></figure>

### Step 2

Confirm Delete.

<figure><img src="/files/EtDxNf8tvqnaIyYEh4nI" alt="" width="563"><figcaption></figcaption></figure>


# How do I verify a payment for an Open Invoice?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Invoice access is required. An Invoice generated from a Purchase Order will automatically update as the PO updates. Only action required is to receive payments.
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Invoices**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Edit**</mark>.&#x20;

<figure><img src="/files/OPPHYxrXQioM16RtmLv5" alt=""><figcaption></figcaption></figure>

### Step 2

Sent payments from the Customer is shown in the main Invoice card.&#x20;

<figure><img src="/files/IM52ArW5SkWyhLsvFaHA" alt=""><figcaption></figcaption></figure>

Expand the Payments card and click <mark style="color:green;">**Verify**</mark>

<figure><img src="/files/YaXUN8PbB9JT1HTRyQmR" alt=""><figcaption></figcaption></figure>

### Step 3

Enter payment received and click <mark style="color:blue;">**Save**</mark>.

<figure><img src="/files/XCNpHxUUPoFQ212Y1FeQ" alt="" width="563"><figcaption></figcaption></figure>

The payment will update with received amount.

<figure><img src="/files/UxDMOezP20VnZmFx1OES" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/IIMQnquMGzgw8720vxuL" alt=""><figcaption></figcaption></figure>


# How do I mark an Open Invoice as Paid?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Invoice access is required. An Invoice generated from a Purchase Order will automatically update as the PO updates. Only action required is to receive payments.
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Invoices**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Mark as Paid**</mark>.&#x20;

<figure><img src="/files/C4LwFMhEnPw8LXmr9jwp" alt=""><figcaption></figcaption></figure>

### Step 2

Confirm and Save.&#x20;

<figure><img src="/files/viBxcVjdk1rT2I5DiqVk" alt="" width="563"><figcaption></figcaption></figure>


# How do I mark an Open Invoice as Uncollectible?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Invoice access is required. An Invoice generated from a Purchase Order will automatically update as the PO updates. Only action required is to receive payments.
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Invoices**</mark> on the Side Navigation Menu.

Click <mark style="color:red;">**Mark as Uncollectible**</mark>.&#x20;

<figure><img src="/files/C4LwFMhEnPw8LXmr9jwp" alt=""><figcaption></figcaption></figure>

### Step 2

Confirm and Save.&#x20;

<figure><img src="/files/662HDt0YG0hjBKdGx5NW" alt="" width="563"><figcaption></figcaption></figure>


# How do I add an Invoice Item?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Invoice access is required.&#x20;
{% endhint %}

### Step 1

Scroll to Order Items card and click <mark style="color:blue;">**Add Item**</mark>.

<figure><img src="/files/8Nz5Uvfu8dVp8WaBHCfb" alt=""><figcaption></figcaption></figure>

### Step 2

Enter details and click <mark style="color:blue;">**Save**</mark>.

<figure><img src="/files/VNmzBBdZeppQ8XAw4bfo" alt="" width="563"><figcaption></figcaption></figure>

<figure><img src="/files/lqgLP4oGiVtUY5Lq46Ys" alt=""><figcaption></figcaption></figure>


# How do I edit an Invoice Item?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Invoice access is required.&#x20;
{% endhint %}

### Step 1

Scroll to Order Items card and click <mark style="color:blue;">**Edit**</mark>.

<figure><img src="/files/KWPrq8V8ExO78gSD8srj" alt=""><figcaption></figcaption></figure>

### Step 2

Update details and click <mark style="color:blue;">**Save**</mark>.

<figure><img src="/files/ZRuW5ME7ISWiLDkkXagv" alt="" width="563"><figcaption></figcaption></figure>

<figure><img src="/files/9XSOIAYR5HKc3onnxpWm" alt=""><figcaption></figcaption></figure>


# How do I delete an Invoice Item?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Invoice access is required.&#x20;
{% endhint %}

### Step 1

Scroll to Order Items card and click <mark style="color:red;">**Delete**</mark>.

<figure><img src="/files/KWPrq8V8ExO78gSD8srj" alt=""><figcaption></figcaption></figure>

### Step 2

Click <mark style="color:red;">**Delete**</mark>.

<figure><img src="/files/gZx5NedHsfKwlklB3Mbh" alt="" width="563"><figcaption></figcaption></figure>

<figure><img src="/files/8Nz5Uvfu8dVp8WaBHCfb" alt=""><figcaption></figcaption></figure>


# Order Builder

Apptiflo Order Builder aggregates Supplier Listings, Products, and Sales Orders to generate multiple Purchase Orders simultaneously. For example, an Account can create a Build with Listings from five different Supplier Listings, Products with components from another 10 different suppliers, and Sales Orders from 20 Customers. Builder will create Purchase Orders for each Supplier with matching Listings and Order quantities. Building orders should be this easy.

#### Learn more about processing Builds:

{% content-ref url="/pages/vuAoe7s4G1m1yUUIsis4" %}
[How do I add a Build Order?](/application-docs/order-builder/how-do-i-add-a-build-order)
{% endcontent-ref %}

{% content-ref url="/pages/KH8ytlAOa20F0gxXRn9b" %}
[How do I update a Build Order / Issue POs?](/application-docs/order-builder/how-do-i-update-a-build-order-issue-pos)
{% endcontent-ref %}

{% content-ref url="/pages/lsNK5Xew35wTp6iGzttH" %}
[How do I view POs from a completed Build Order?](/application-docs/order-builder/how-do-i-view-pos-from-a-completed-build-order)
{% endcontent-ref %}

{% content-ref url="/pages/var2LB9kCJOXXjqygGnH" %}
[How do I delete a Build Order?](/application-docs/order-builder/how-do-i-delete-a-build-order)
{% endcontent-ref %}

#### Listing Build Items

{% content-ref url="/pages/4C0AQKd3XfPFgI4x9vnV" %}
[How do I add a Listing Build Item?](/application-docs/order-builder/how-do-i-add-a-listing-build-item)
{% endcontent-ref %}

{% content-ref url="/pages/Fp28z3oGOTFHefiWbL7W" %}
[How do I update a Listing Build Item?](/application-docs/order-builder/how-do-i-update-a-listing-build-item)
{% endcontent-ref %}

{% content-ref url="/pages/sf3x6z0Dwcjxb0ltfADL" %}
[How do I delete a Listing Build Item?](/application-docs/order-builder/how-do-i-delete-a-listing-build-item)
{% endcontent-ref %}

#### Product Build Item

{% content-ref url="/pages/ycNSJNQU7K51KPsno9XN" %}
[How do I add a Product Build Item?](/application-docs/order-builder/how-do-i-add-a-product-build-item)
{% endcontent-ref %}

{% content-ref url="/pages/lgtpx07YqyvnBbZHeGu6" %}
[How do I update a Product Build Item?](/application-docs/order-builder/how-do-i-update-a-product-build-item)
{% endcontent-ref %}

{% content-ref url="/pages/k5DuVy0OR01GBE6ZmddQ" %}
[How do I delete a Product Build Item?](/application-docs/order-builder/how-do-i-delete-a-product-build-item)
{% endcontent-ref %}

#### Sales Order Item

{% content-ref url="/pages/zxEdu7oLC7h0gtWnCh3s" %}
[How do I add a Sales Order Build Item?](/application-docs/order-builder/how-do-i-add-a-sales-order-build-item)
{% endcontent-ref %}

{% content-ref url="/pages/Wf8zg4ezfQR7Iyv6MH51" %}
[How do I delete a Sales Order Build Item?](/application-docs/order-builder/how-do-i-delete-a-sales-order-build-item)
{% endcontent-ref %}

{% embed url="<https://apptiflo.com/>" %}


# How do I add a Build Order?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Build access is required.&#x20;
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Builder**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Add Build**</mark>.&#x20;

<figure><img src="/files/3XuWZMd6FdnqPV2eAVpl" alt=""><figcaption></figcaption></figure>

### Step 2&#x20;

Update fields as needed which will be applied to all new created POs.

<figure><img src="/files/ZrgLxKa0s8kEJNsk9J5F" alt=""><figcaption></figcaption></figure>

#### Step 2 (Option 2) - New Customer

You can start an Invoice and add a new Customer in one step.

<figure><img src="/files/FZsLO15IRWzZa0jCMkUC" alt="" width="563"><figcaption></figcaption></figure>

### Step 3

Add Build Items

{% content-ref url="/pages/4C0AQKd3XfPFgI4x9vnV" %}
[How do I add a Listing Build Item?](/application-docs/order-builder/how-do-i-add-a-listing-build-item)
{% endcontent-ref %}

{% content-ref url="/pages/ycNSJNQU7K51KPsno9XN" %}
[How do I add a Product Build Item?](/application-docs/order-builder/how-do-i-add-a-product-build-item)
{% endcontent-ref %}

{% content-ref url="/pages/zxEdu7oLC7h0gtWnCh3s" %}
[How do I add a Sales Order Build Item?](/application-docs/order-builder/how-do-i-add-a-sales-order-build-item)
{% endcontent-ref %}

<figure><img src="/files/e081FNwuxBtebRQ3IpXn" alt=""><figcaption></figcaption></figure>

### Step 4

Click <mark style="color:blue;">**Save**</mark>.

<figure><img src="/files/OM2Li1IxbGN0SYYwpiNE" alt=""><figcaption></figcaption></figure>


# How do I update a Build Order / Issue POs?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Build access is required.&#x20;
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Builder**</mark> on the Side Navigation Menu.

Click <mark style="color:blue;">**Edit**</mark>.&#x20;

<figure><img src="/files/07wXCSTSizvp1W3FUQgU" alt=""><figcaption></figcaption></figure>

### Step 2&#x20;

Update fields as needed which will be applied to all new created POs.

<figure><img src="/files/ZrgLxKa0s8kEJNsk9J5F" alt=""><figcaption></figcaption></figure>

### Step 3

Update Build Items as needed.

{% content-ref url="/pages/Fp28z3oGOTFHefiWbL7W" %}
[How do I update a Listing Build Item?](/application-docs/order-builder/how-do-i-update-a-listing-build-item)
{% endcontent-ref %}

{% content-ref url="/pages/lgtpx07YqyvnBbZHeGu6" %}
[How do I update a Product Build Item?](/application-docs/order-builder/how-do-i-update-a-product-build-item)
{% endcontent-ref %}

{% content-ref url="/pages/Wf8zg4ezfQR7Iyv6MH51" %}
[How do I delete a Sales Order Build Item?](/application-docs/order-builder/how-do-i-delete-a-sales-order-build-item)
{% endcontent-ref %}

<figure><img src="/files/e081FNwuxBtebRQ3IpXn" alt=""><figcaption></figcaption></figure>

### Step 4

Click **Save** <mark style="color:blue;">or</mark> <mark style="color:blue;"></mark><mark style="color:blue;">**Create New POs**</mark>.

<figure><img src="/files/7MilakJCCk1m8cP0Oyh8" alt=""><figcaption></figcaption></figure>

If you choose <mark style="color:blue;">**Create New POs**</mark>, click <mark style="color:green;">Create</mark>.

<figure><img src="/files/XG9zGZeUDeDcWIE4dnkt" alt="" width="563"><figcaption></figcaption></figure>


# How do I view POs from a completed Build Order?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Build access is required.&#x20;
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Builder**</mark> on the Side Navigation Menu.

Click Edit.&#x20;

<figure><img src="/files/xh577UYewBb1446IowEN" alt=""><figcaption></figcaption></figure>

### Step 2&#x20;

Select Build Item to display Purchase Orders created.

#### Listing Type

<figure><img src="/files/rjgpEMHYS90fS56chNRK" alt=""><figcaption></figcaption></figure>

#### Product Type

<figure><img src="/files/5C8yjqgxmUnRplWHVt2v" alt=""><figcaption></figcaption></figure>

#### Sales Order Type

Select individual Sales Order Items for further details.

<figure><img src="/files/zRWxCscqLp72e6y40fqS" alt=""><figcaption></figcaption></figure>


# How do I delete a Build Order?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Invoice access is required.&#x20;
{% endhint %}

### Step 1

Navigate to Dashboard, select <mark style="color:blue;">**Builder**</mark> on the Side Navigation Menu.

Click <mark style="color:red;">**Delete**</mark>.&#x20;

<figure><img src="/files/07wXCSTSizvp1W3FUQgU" alt=""><figcaption></figcaption></figure>

### Step 2&#x20;

Confirm <mark style="color:red;">**Delete**</mark>.

<figure><img src="/files/Gd7uT23nnd73WJRQBz5z" alt="" width="563"><figcaption></figcaption></figure>


# How do I add a Listing Build Item?

{% hint style="warning" %} <mark style="color:green;">**Edit and View**</mark> Builder access is required.&#x20;
{% endhint %}

### Step 1

Scroll to Build Items card and click <mark style="color:blue;">**Add Item**</mark>. Select **Listing**.

<figure><img src="/files/lPvlnYVGlIwp7fibvIKI" alt=""><figcaption></figcaption></figure>

### Step 2

Select Supplier, Listing, and Qty. Click <mark style="color:blue;">**Add**</mark>.

<figure><img src="/files/IMoih8utI2V1SQcuiRRa" alt="" width="563"><figcaption></figcaption></figure>

<figure><img src="/files/LeAvIsTubCjuYBImKLD2" alt=""><figcaption></figcaption></figure>




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