Overview
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Standing orders have fields for Vendor and Cost, you can leave them blank as they are optional but, in case you want to use the to complete automated process the information needs to be completed, here is how to do it. |
Instructions
Follow these steps:
- Go to Prebooks & SO's > Standing Order Summary .
- Use the filters in order to Search for the Standing Orders that you want to Edit.
Go under the Actions column and click on "Edit Vendors and Costs".
- The Standing Order Details window will pop up, enter the "Vendor", set the "Cost" and click on Done.
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You can easily identify which SO's are missing vendor or cost information:
If the SO has a yellow warning on the "Comments" columns, it means that the SO is missing the vendor and/or cost information for at least one item.
If the SO has a green check mark on the "Comments" column, it means that costs and vendors have been assigned.