To request a purchase order, follow these easy steps:
Step 1: click on the Purchase Order menu item in the main menu on the left of the screen.
Step 2: click on the "Request PO" button on the top left of the Purchase Order grid screen.
Step 3: fill out the PO request form with the details pertaining to your order.
- If you do not find your vendor in the list of vendors in the dropdown field that appears when you start typing in your vendor's name, click on the "Add Vendor" button to the right of the field. This will open an additional form section to enter the new vendor details. All that is required is the vendor name and a vendor contact email. Do NOT close this form. Closing the form will lose the vendor details. Just submit the PO request form, and the new vendor will be reviewed and approved by an admin.
- Some companies may require the department and budget fields to be filled out.
Step 4: click on "Submit for Approval" to start the approval process. If you click on "Save as Draft," the PO request form will store your details and the draft PO will only be accessible by you. You may return to the draft PO to submit at a later time using the main PO grid.