Line items from one or more orders can be placed on a purchase order to be sent to a single supplier. A wizard steps you through the process and once the PO has been submitted, appropriate communications are sent.
To create a PO that will be sent to a supplier, complete the following steps:
1. Log onto your Admin interface
2. Locate an order that contains line items that should be included on the PO
3. On the Order View page, check the box to the left of the item(s) to include, select the “Add selected items to PO” option, leave (new) in the drop-down box and click the “Go” button
4. Enter a PO ID, select a supplier from the list and click the “Next” button
5. Select any additional Line Items to add to the PO and click the “Next button
6. If you utilize “Allows forwarding to Supplier” for one or more custom order fields, only line items where all custom order field values are the same will be able to be included on a PO. This is the error message you will receive:
7. Once you have successfully selected line items, confirm your PO and click the “Submit” button.
8. The completed order appears and an email is sent to the supplier.
Reference Material: None
Related Articles:
Creating an Order Field
Auto Email Types
Labels: PO, supplier, line items, standard order