How to send Purchase Orders to Vendors using Online Order Processing
Summary
This article will describe how to
send purchase orders to a vendor in Solatech Focus, using Online Order
Processing (OOP). Orders may be sent by a Site Administrator, Account
Administrator or a Sales Rep.
Instructions
- From your list of sales, click on the Order Now button
- You will receive confirmation that your sale has been converted to an order, and that purchase order(s) have been sent.
- Alternately, you may open the Sale Review page, and click the Order Now button in the Sales workflow
- The act of pressing Order Now, will create and send the purchase orders, and convert the sale to an order.
What Happens after Purchase Orders have been sent?
- Your Account Administrator will receive an email confirmation from the Focus Site. These emails will go to the email address shown in the Account section of your site (see screenshot below)
- These emails will have a copy of the Purchase Order attached
- If is important to review the purchase orders for accuracy.
- The vendor will confirm receipt of the order in a separate email.
- Again, the vendor emails should also be checked for accuracy.
Applies To:
- Solatech Focus
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