A user can create a Vendor Order from either one of the following places within ProMaster:
· The Actions To Do section of the Home Page
· The Actions To Do section of the Vendor Search page
· The Search Parameters section of the Vendor Search page
To create a Vendor Order:
1. Click on the
Create Purchase Order icon;
The Create Purchase Order page.
2. Enter the required
Merchant;
3. Select an
Expense Group from the search selection on the right;
4. Enter the
Purpose for the order;
5. Click the
Delivery Details button;
6. From the Delivery Details page, enter the necessary
Delivery Details;
8. For each item, place your cursor in the
Product No. field and select an item from the search list on the right;
All subsequent field will be populated accordingly.
Click
Add Item to add more items to the order.
9. Either click
Save Vendor Order or
Submit Vendor Order.
· If you click
Save Vendor Order, the order will appear on the Vendor Search page under the Draft Orders/RFQs section as
Draft Orders status (see
Draft Vendor Orders) or in the Status Overview section on the Home Page.
· If you click
Submit Vendor Order, the status will be
Sent Orders viewable on the Expense Search page or in the Status Overview section on the Home Page.
