How to create and submit a Purchase Order
How to create and submit a Purchase Order
- From the Sale page, click the "Order Now" button
- Click the "Order" button
- Click the "OK" button if receiving an alert that the PO cannot be sent electronically. By clicking OK, the PO will be created in order to be sent to the vendor manually. This will bring you back to the sale page.
Tip!
Tip! If the vendor allows electronic ordering, under the Send column (where currently Send Electronically is greyed out) you will have the ability to select the checkbox and submit the order direct with the vendor
- When coming back to the Sale page, the "Purchase Order" bannder appears, by clicking on the banner arrow, it will expand the details and show you all PO's for the sale.
- See example
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