Purchaser cheat sheet – iCompleat - Help Center

A pocket guide to buying in iCompleat

Use this handy cheat sheet to make sure orders you place in iCompleat arrive at your supplier's door with all the right information, and keep a close eye on purchases at every stage of their journey.

Create an order	Orders
Check out Create an order. On the homepage, click Create a new order, or hover over the plus (+) icon in the bottom-right of any order tray, and click Create a new order. Duplicate an order by hovering over the order in the Reference column, clicking the menu icon, and then Duplicate. Or, open an order, go to Actions in the bottom-right, and click Create Duplicate. Click Save to finish an order later, or click Submit to choose a workflow so that the order can be approved and sent to the supplier. For Integrated Online Buying, just click the supplier you need to buy from on the iCompleat homepage. Use the Actions menu in the bottom-right of the order editing page to add notes and attachments to your order, or delete an order.	Check out Orders. Orders organises your POs into useful trays. You will have specific access to the trays relevant to your role, so you may not have access to all trays in this list. 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. Receipted - Approved orders that have been fully receipted, with no lines left open. Denied - Your submitted orders that have been denied. Deleted - Orders you've deleted.
Recall a submitted order	Delete an approved order
Check out The Submitted Tray. Submitted an order for approval by mistake? You can go to your Submitted tray and recall it back to the Saved tray, then edit it and re-submit it. To do this, go to the Submitted tray, and hover over the order in the Reference column. Click the burger menu that appears, and click Recall.	Check out Delete an approved order. You can delete fully approved orders if necessary. To do this, open the order, go to Actions in the bottom-right, and click Delete. The deleted order goes to your Deleted tray.
Send an order to a supplier	Receipt an order
Check out Send an order to a supplier. iCompleat is set to automatically issue all orders to suppliers once fully approved. You may submit orders manually if: Automatic submission is disabled. You need to complete an order online that was placed using Integrated Online Buying You prefer to download orders and send them from your email address. To issue an order, open the fully approved order, go to Actions in the bottom-right, and click Issue to supplier.	Check out Receipting orders. Open a fully approved order and select the checkboxes next to the lines you'd like to receipt, and then click Receipt. Leave lines open for items you haven't received yet. To cancel order lines that you never received, select the checkboxes next to them, and then click Cancel. Go to the Receipted tray to see all fully receipted orders (ie. Orders with no lines left open).

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