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How To Submit A Purchase Order
There are two ways to submit a PO to your suppliers:
- Electronically, and
- by email.
In this article we will show both ways.
Submit A PO Electronically
- SanMar
- S&S Activewear
- AlphaBroder
Click here for more info on setting up integrated vendors.
To submit the PO electronically:
- Click on the “Goods In” circle. (Directly on the order or on the Job Board.)
- Click on the PO number to open it.
- Click on the “Send” dropdown menu.
- Select “Send PO to (supplier)”.
That will send the PO directly to the supplier electronically.
Submit PO Via Email Link
Submitting a PO Via email link is used for both integrated and non-integrated suppliers. To send an email link:
- Click on the “Goods In” circle. (Directly on the order or on the Job Board.)
- Click on the PO number to open it.
- Click on the “Send” dropdown menu.
- Select “Send Email Link“.
That will open the “Send Email” screen where you can:
- Enter the email you want to send the PO to and click the “+” to add it.
- See which emails you are going to be emailing to, you can also remove them by clicking on the white “X”.
- You can edit the subject of the email.
- Edit the email body.
- Add attachments.
- Click “Send” to email it.
