Ordering Process - Finalizing Purchase Orders
Creating a Purchase Order directly from your catalog is easier than ever when following these steps:
- Open Catalog.
- Select the checkboxes for the products you want to include.
- In the selected-products action bar, choose Buy, then Order.
- The Create Order drawer opens with the selected products.
- Choose Freight Terms and the required Copies count (shown as 1 by default). For each selected product, choose a required Supplier and Buying Category. The drawer shows Total Orders.
- When the required fields are complete, choose Create.
- You will then see a green notification on the top right of the screen indicating the new Order created.
- Click on the Order number in the notification and you will be directed directly to the Draft Order.
- Fill out the Order details at the top and enter in the quantities of the products to be ordered.
- Once you have everything you need filled out, click "Send" at the top right of the page.
- The Order will then go into the "Pending" column while your Supplier confirms your Order, and when they do, your Order will transition to the "Confirmed" column.
