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Creating a Purchase Order from Catalog
Doug Heckmann avatar
Written by Doug Heckmann
Updated over 3 years ago

Creating a Purchase Order directly from your catalog is easier than ever when following these steps:

  • Go to left menu button > Catalog

  • Select as many products as you desire from the Catalog by clicking the checkbox below each product

  • Click "Buy" then "Order" at the top right of the page

  • A pop-up will appear with your selected products

  • Choose the number of the copies for the order, and then next to each product the desired Supplier and the Buying Category

  • Once you have filled out the necessary information, click "Create" on the bottom right of the pop-up.

  • 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.

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