This guide explains how to create and manage an order using ChemCloud. It covers the process from reviewing quotes to placing an order and tracking delivery.
Start by reviewing the quotes. Once satisfied with the gathered information, you can now 'Proceed to PO'.
Step 1 - Proceed to PO:
Initiate the purchase order process by clicking 'Proceed to PO.
Step 2 - Review Terms
This step sets out the terms under which you are buying from the supplier. In this example, the purchase is made directly from Chemical Traders. In this step, you will see any specific terms of sale relating to the quote which have been provided by the supplier (e.g. Blanket Order terms, MOQ).
Step 3 - Schedule Delivery
In this step you can set the 'Required by' date and any notes specific to the delivery (normally how urgent it is!). The Required by date and notes are communicated to the supplier when you complete the order. The Required by date is also used for DIFOT calculations.
Step 4 - Purchase Order Details
Review the purchase order details you should enter into your system.
There are a number of automations in this step, which automate tasks you normally take when creating an order. You can turn these automations on and off by selecting the check boxes.
Generate PO: Generates a draft purchase order in your ERP system
Accept quote with account manager via email: Sends an email to your account manager telling them you will accept the quote, and when you require delivery.
Notify other suppliers you will not go ahead with their quotes: Sends an email to unsuccessful account managers telling them you will not accept their quotes, and the reason why (if provided).
Enable DIY tracking: Turns on DIY tracking, which allows you to track your delivery
Step 5 - Complete order
Finally you can now Complete the order. After completing the order, it's possible to update the delivery status and keep track of notes associated with this delivery.