Depending on how your Compleat administrator has configured your company, Compleat might automatically submit your order to the supplier the second that it's fully approved.

There are two ways to create an order in Compleat: create a new order from scratch, or select an existing order & duplicate it.

Here, we show you how to create an order both ways.

Create a new order

1. On the homepage, click Create a new order.

2. Select a supplier from the drop-down.

3. If you don't want to use the default Compleat order layout, select a different one from the Layout drop-down.

   Layouts are order templates that your iCompleat administrator might have added default fields & codes to.

   

4. Click Start purchase requisition.

5. (Optional) Add some attachments to your order.

   Attachments can be any documents containing useful information relating to the order, like an invoice, email conversation, or price quote. Approvers & other iCompleat users who come into contact with the order will be able to see any attachments that you add.

   To add an attachment:

   i. Click the paper clip button in the top-right.

   

   ii. Click Browse.

   

   iii. Find the file on your computer to upload.

   

   iv. Select the type of document you're attaching from the drop-down.

   

   v. Click the upload button to add the attachment.

   

   vi. The attachment is added to the order!

   Click the black (X) cross to continue editing the order, or click Browse to add more attachments. You can add as many as you like.

   

6. If not already preselected, select a Delivery Location, Delivery Date, & any other header fields that appear on your chosen layout.

   The Supplier's ordering email address field automatically updates with the supplier's email address from your finance system or reference data. You can click & edit the email address for this occasion if you need to.
   
   The Delivery Date automatically defaults to the next day, but you can change this if you need to.

   

7. (Optional) If an iCompleat administrator has enabled manual address entry, you can have your order sent to a delivery address you've not used before.

   Go to Send an order to a different delivery address to find out how this is a useful tool for Amazon Business customers using iCompleatBuy.

   i. Click the manual address entry button.

   

   ii. Enter the delivery address in the popup window, & click Save.

   

   iii. The delivery address field now displays the message Manually entered.

   

8. Enter a Justification Comment.

   You'll see this field if your administrator has enabled it for your chosen order layout.

   The justification comment is a short message for approvers to see when they open the order. It's there to let them know the reason you're placing the order.

   
9. Enter a Supplier Comment.

   You'll see this field if your administrator has enabled it for your chosen order layout.

   The supplier comment goes on the Purchase Order PDF that's gets generated when your order is complete. It's useful for giving the supplier extra information, like delivery instructions.

   
10. Click the plus (+) button to add an item to your order.

    To save space when you're adding lines, click Close in the Header area to see a read-only summary of the header information you've just entered.

    
11. Enter the item code, unit cost, & description provided by the supplier.
12. Enter the quantity of items you need.

    The net cost is automatically generated.

    
13. Click the VAT rate from the drop-down.

    The Gross total is automatically generated.

    Click the lightning button on the right of the pale blue ribbon to pre-fill one or multiple codes at once.

    

14. Select an account code from the drop-down.

    

15. Click the plus (+) button to add more items.

    To delete an item added by mistake, click the black (x) cross to the right of the item. A message appears asking you to confirm before the item is deleted.

    
16. When you've added all the items you need, click Save.

    You can save an incomplete order at any time, & return to it in the Saved tray to complete & submit it later.

    
17. Click Submit in the bottom-left, then select a workflow to submit the order for approval.

    The Submit button will only appear after you've filled in all the order fields & clicked Save.

    

18. Nice one!

    A notification appears confirming that your order is submitted, along with a requisition number.

    The order you just created is now in your Submitted tray under that order number, & has been sent to its chosen workflow for approval.

    If you're the first approver in the workflow you've just selected, the order will go straight to your Awaiting Approval tray.

    

Duplicate an existing order

Duplicating an order is a good idea if your company regularly orders the same items from a certain supplier. It lets you quickly create a copy of a previous order, with the option to edit some fields, & edit or add more items.

When you create a duplicate order, it inherits the layout of the order it's being duplicated from, & you can't select a different layout.

Here's how to duplicate an order.

1. On the homepage, click Create a new purchase order.
2. A list of your previous orders appears.

   Select the order you want to duplicate, & click Create Duplicate.

   Click the black arrow to the left of an order in this list to see a brief summary of the order.

   
3. The header & line settings from the original order appear.

   Click any of the header & line settings to edit them.

   Click the plus (+) button to add more items. Or, click the black (x) cross to the right of an item to delete it.

   

4. (Optional) If an iCompleat administrator has enabled manual address entry, you can have your order sent to a delivery address you've not used before.

   Go to Send an order to an address not in your address book to find out how this is a useful tool for Amazon Business customers using iCompleatBuy.

   i. Click the manual address entry button.

   

   ii. Enter the delivery address in the popup window, & click Save.

   

   iii. The delivery address field now displays the message Manually entered.

   
5. Click Save.
6. Click Submit in the bottom-left, then select a workflow to submit the order for approval.

   The Submit button will only appear after you've filled in all the order fields & clicked Save.

   

7. Nice work! A notification appears confirming that your order is submitted, along with a requisition number.

   The order you just created is in your Submitted tray, & has been sent to the selected workflow for approval.

   You can save an incomplete order at any time, & return to it in the Saved tray to complete & submit it later.