Purchaser cheat sheet – iCompleat - Help Center

Create an order	Manage orders
1. Click Create a new purchase order. 2. Select a supplier from the drop-down. 3. Choose a layout. 4. Create your order from scratch, or select one to duplicate under Recent transactions. Enter your purchase order details, then click Save, or click Submit to choose a workflow so that the order can be approved & sent to the supplier. Check out Create an order.	In Manage orders you'll find a number of trays organizing your orders into useful categories. Saved - Orders you've saved that haven't been submitted for approval yet. Submitted - Your submitted orders that haven't been approved or denied yet. Awaiting Approval - Orders that require your approval. Approved - Your submitted orders that are fully approved Denied - Your submitted orders that have been denied. Deleted - Orders you've deleted. Check out Manage orders.
Recall a submitted order	Delete an approved order
After an order has been submitted, you can go to your Submitted tray & recall it back to the Saved tray to be edited & resubmitted. You can only do this if the order hasn't been approved by any users yet.	Once an order has been fully approved you can delete the order if you no longer need it. Check out Delete an approved order
Send an order to a supplier	Receipt an order
iCompleat is set to automatically issue all orders to suppliers once fully approved. You can submit an order manually if: The supplier email address on the order is missing Automatic submission is disabled You prefer to download orders & send them from your email address Check out Send an order to a supplier.