Finalize Purchase Order

Edit and View Purchase Order access is required.

Step 1

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

Click Edit.

Purchase Orders generated from a Build will initially have a Total of zero.

Step 2

Update fields as needed.

Section 1 - Primary Details

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

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

• Discount - Click Check to apply promo code.

• Main Contact - Select contact from Account.

Section 2 - Shipment Address

Section 3 - Order Items

Each Order Item is defaulted to a quantity of 1. Update order quantity by clicking Edit.

Please enter the Order Qty and click Save. Repeat this Step as needed for other Order Items.

The Order Item will display the Suggested Qty based on the Build Allocation. You may use this information along with your inventory to determine your final Order Qty.

Section 4 - Note

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

Section 5 - Terms

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

Step 3

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

If you choose to Submit for approval, confirm Submit.