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:
Check out Send an order to a supplier. |
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