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Alejandro Pérez (Unlicensed)

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Overview


Excerpt

In some scenarios you , a company may want to allow certain vendors to enter purchase orders on your their behalf in order to optimize your buyers their procurement users time.

In order to do this the , vendors will need to create a Purchase Order for themselves createpurchase orders with the items that they're going to shipwill be shipped. As soon as the PO is purchase order is created, the system will automatically approve it so that the vendor can view the products under the "Confirm POs" page and follow the normal procedure to confirm and ship itemsconfirm it.


Instructions

In order to enable enable the "Purchase Order creation" for your vendors you need to , follow these steps:steps

Ui steps
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Ui step

Go to the 

"Setup" tab at the main menu and choose "Vendors".
  • Select the "Vendor" and click on "edit" at the right hand side under the column "Actions".
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  • Go to the tab "Options" check the box "Allow create POs" and click "Save".
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    • When the grower user is ready to create a new Purchase Order the user must go to the Purchase Order tab and then click on the Purchase Order Summary tab and select the Create New Order button.

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    Setup > Vendors.


    Ui step

    User filters to "Search" for the vendor and under the "Actions" column, click on "Edit". 


    Ui step

     The "Vendor Information" window will pop up, then go to the "Options" tab and check the box "Allow creating POs", click on "Save". 


    Info

    Once the vendor has this option activated, they will be able to create purchase orders.



    Ui step

    To create a purchase order, go to Purchase Order > Purchase Order Summary > Create New Order and click on the green button New PO. 

    Info

    Once the PO is created and its Status is Confirmed, the vendor will be able to add the PO to an AWB (or automatically added to a temporary AWB).

    • For more information regarding temporary AWBs, please read .


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    • When the created PO by a vendor is automatically added to an AWB, a color icon will appear in the PO reconciliation screen informing that the PO was created by a vendor.

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