Purchasing
Ordering - Reset to Lowest Unit Price
To reset all the items in the current order guide to the lowest unit price. Doing this will select all the bids that have the lowest unit price. If you have an Bid that is locked, that bid will stay even if it is a higher unit price.
Order Guides - Quickly Entering Qtys
To quickly enter quantity inside of the order guide. Click on the Qty Column and then type in the correct quantity you wish to order and press enter to get to the next item to enter your next quantity.
Order Guide - Adding Temporary Email to Order
If you are placing an order you need to email someone new for this specific order. Create the POs and Go to the Emails Tab. The emails that are automatically populated from the Suppliers or Departments will be there. To temporary remove one Click ...
Placing an Order through the Order Guides
To place an order through the order guide. Go to Purchasing and then Order Guides. Type in the Qty in the items that you want to order for all the order guides. When you are ready to place the order click on "Create POs" Review the information ...
Purchasing Dashboard
The purchasing dashboard gives you access to all areas of the purchasing system. Ordering Order Guide Categorized list of items that you purchase for your facility on a routine basis. Quick Order Place a one time quick order for any supplier. ...
Adding a Supplier
To add a supplier click on Purchasing on the top and then click on Suppliers. Inside of here click on New and fill out the required information.
Adding a Supplier Contact to be emailed
When you want to add a new contact for a supplier so they can be automatilied email when an order is placed. Go to Purchasing and then Suppliers. Click on the 3 dots next to the Supplier you want to add the email and then Contacts Click on the Plus ...
Order Guide - Approval Flow
Approval Flow Process to have your purchasing directors confirm the POs. User Sending Order for Approval The user can send the purchasing director a PO and will receive an email and notice when it is approve or rejected. Administrator Approval Flow ...
Ordering - Order Guide - Features
Least Cost Picking In the order guide you have the ability to reset all items to the lowest priced supplier by unit price. When you are in the order guide you have the ability to see all bids for that items without switching screen. Lock your ...
Ordering - Order Guide
Order through your Order Guide.
Purchasing Overview
Overview Ordering Order Guide Features Order Flow