Optionally Sending Orders Electronically

Summary

Account Administrators can allow users to bypass automatically sending purchase orders (POs) electronically from Solatech Focus to allow greater control over how and when POs are processed. This feature must be enabled by the site administrator.  This knowledge base article will describe how to enable and use this feature. 

Instructions for enabling

1. Click Admin from the upper navigational toolbar
   
2. On the account page, beneath the company name and addresses, place a check mark to the left of Optionally send orders electronically
   
3. Press the Update button
   

How to Use

      1. Select an order under the Sales tab. Click the Order Now button.

      2. A pop up window will list each vendor on the order. To the left of the vendor name, will be a check mark boxes labeled Send Electronically.

      3. For POs that will not automatically be sent electronically, remove the check mark next to Send Electronically.
      4. Click OK .

      5. Vendors which were unchecked to send electronically will have the status of NOT SENT on the PO Listing Page. Additional steps are required to process all POs that were not sent.

      6. Open a PO that was not sent initially and choose whether to send the specific PO electronically (Send this PO) or to enter manually on the vendor site and Mark as Sent in Solatech.

      7. Send this PO - allows for sending a PO electronically after reviewing

      8. Mark as Sent - changes status to Ordered (order must be manually entered on vendor site to be processed.

Note: If one or more line-items within an order need to be sent separately to the same vendor, the POs will need to be split.

Related Articles:

1. How to create Purchase Orders based on the Line Item
   

Applies to:

1. Solatech Focus
   

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