Sending Purchase Orders
Send purchase orders to suppliers for them to produce. Purchase orders can be grouped when sending allowing for many PO’s on an order to be sent to a supplier at once.
Requirements
The following requirements must be meet before sending a Purchase Order to a supplier.
Store should be assigned to order
Order should have more than one PO
PO should not be Canceled
Order should have admin user
Order should have sales user
Order should have an Order Date
Payments or customer purchase order must be equal to or greater than order balance
All PO shipments should have a ship to address
Sending a Purchase Order
View or expand the PO you would like to send a purchase order for. If an order meets the necessary requirements to send a PO the option to Send PO will be available.
Select Send PO
Shipping To
Customer - PO is shipping to the customer
Decorator - PO is shipping to the decorator
Select PO’s
Check the box next to each PO you would like to include when sending the purchase order in.
Include artwork - expand the PO to view artwork by clicking on the down arrow and select each piece of artwork you would like to attach.
Chose a Send Method
Email - Send the PO via email.
Select Recipients
Select Options
Show due date - will show due date on the PO. Unchecked for blank items by default.
Send artwork and documents as attachments - Artwork and any documents that have been selected will be sent as attachments. Links to artwork and documents are included in the PO and email that is sent to supplier. We recommend not sending artwork or documents as attachments if their file size is greater then 5MB.
Supplier Comments - comments that are added to the top of the purchase order.
PromoStandards BETA- Send the PO to supplier via PromoStandards.
Web - Place the order on the suppliers website.
Once the Purchase Order is sent the status of the Purchase Order will be updated to “Sent to Supplier”.