How to Setup Purchasing Settings
Follow the Process to setup Purchase Settings
Product Item Prefix: It is a pre-defined set of characters or digits added to the beginning of a product item.
Purchase Orders
Number of Supplier Quote Approvals Required: You can choose up to 2 individuals to approve the Supplier Quote submission. Some organizations may require multiple levels of approval for Load Docket Approval, while others may only need a single level.
Load Dockets
Number of Bill Approvals Required: You can choose up to 2 Authorized members to approve the Bills
Click on Update Settings to save
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How to Print Purchase Order
Follow the below steps to Print Purchase Order Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Purchase Order Click on the button for More Options and select Print You can choose Print as a list to print ...
How to Edit Purchase Order
Follow the Process to Edit a Purchase Order Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Purchase Order Click on the 3 dot option and select Edit Update to save the modifications
How to Approve Purchase Order
Follow the Process to Approve a Purchase Order Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Purchase Order The PO requested needs Approval shows the Status Requested Select the PO entry and Click on ...
How to Export Purchase Order
Follow the below steps to Export Purchase Order Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Purchase Order Click on the button for More Options and select Export Chose the format of the File You can ...
How to Setup Purchase Order
Follow the below steps to Setup Purchase Order Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Purchasing Setting Purchase Order Prefix: You can add a prefix at the beginning of the Purchase Order Number ...