More Information

These navigation and entry instructions may not be the only way to complete the desired task.  For more in-depth explanations, any related articles will follow the instructions as links.

Steps

• From the Home tab, click on Send for Purchasing.
• This will open the Send for Purchasing window, which lists all pending purchase orders, grouped by vendor.
• There are two tabs in this window:  1 - Online Order Processing and 2 - Manual.
  • The Online Order Processing tab lists all products that CAN be sent to the vendor via OOP.
  • The Manual tab lists any products that cannot be sent via OOP.  This includes some Norman products and all Custom products.

• Highlight the purchase order(s) to process.
  • Note:  Since purchase orders can be grouped together for processing, they will cross multiple sales/orders.  All purchase orders selected will be processed in the same manner.
• From the drop-down menu under Send PO to Vendor, select Send Electronically to use Online Order Processing (OOP).

• A screen will appear that will say either "Able to Send" or "Unable to Send".
• We recommend that you click on the Review button either way, to Review the PO and make sure it is ready to send.
• Clicking on Review will also give any reasons why the PO cannot be sent.  The reasons will be listed on the left hand side of the PO review.
• The example below says 'Unable to Send'.  In this case you would click the Review to see why it cannot be sent.
• If changes must be made to the PO before sending, you would go back to that Sale and make the changes before sending.

• Once the PO has been reviewed, click the Send Now button to send.
• Once the PO has been sent, the status will change to PO Sent, and it will no longer appear on the Send for Purchasing screen.

Applies to

• SalesPRO Software