When the Quote is ready to move to the next phase, select Purchase Order:
Selecting Purchase Order will open this menu:
Tying the Order to a Program allows for the values of the Order (price, margin calculations, etc..) to be included in the Analysis of a Program. If not, then Analysis can be performed individually on the Order as well.
Next, select the Freight Terms and the number of copies (number of Orders) and select Create. If you select more than one Copy, then multiple Orders will be created.
Notice how each of these new Orders is in “Draft” state? Once a Quote has been moved from Quote to Order, the Supplier you are working with won’t see the Order until the Order is sent to them. Think of this as your review stage before sending the final draft to the Supplier. Once everything is set, in the Order select Send to send it to the Supplier:
By selecting Send, the following menu will appear:
You can choose to send an Email message to the Supplier and Internal team members. Even without the Email message, the Supplier will receive a notification in the platform with the Order information. Once the Order has been sent successfully, the Order will update to show that it is pending the Seller:
For all Orders pending the Seller, you can go to the Pending section to keep track of the Orders still waiting for confirmation from the Seller:
To see what the Supplier can see, check the Preparing an Order section.