Video Walkthrough
What is Purchase Order?
The Purchase Order feature will allow you to send a list of components over to your supplier by email! You can visit the purchase order at anytime to make notes throughout the communication process with your supplier. Once finished you can mark it complete.
Navigation
Locate and Click Gameplan from the left sidebar and select Purchase Orders from the Navigation Bar. Here's a direct link to the page as well!
Creating a new Purchase Order
Locate and click the Create Purchase Order button. A pop up will appear that will request the following information:
Name: This will be the name of the Purchase Order itself.
Branch (if applicable): If you're using our Branch feature, this will allow you to select which branch location this PO is for.
Vendor: This is where you may add a vendor or select a current vendor from your list
Fulfillment Date: The date when the order needs to be filled by.
Click Continue once you're ready! This is what the next screen will look like. Let's break down each section.
If you have a shopping list that you would like to associate to this Purchase Order, you may click the edit icon as seen below to access a dropdown menu to select the list.
If you need to make changes to any of the previously entered information, you may do so in the section below the Shopping List option.
To add components to the list, locate and click the +Import from catalog button as seen below:
This will activate a slide out menu that will allow you to select the components to the order screen. Click the Add Components button at the bottom of the screen to finish adding your selection.
The orders section will now be filled in with your components! At this point you may proceed with making any edits as needed such as purchase units needed, prices, notes and other details.
You may also remove a component by clicking the three dots at the end of the item or if you want to remove more than one you may check the boxes besides the items to bulk edit or delete.
We also have a Notes section for you at the bottom in case you want to add any additional details about thew order!
How To Send The Purchase Order
From the Purchase Order screen, locate and click the Email button on the top right corner:
This will display a pop out window that will allow you to submit an email to the vendor:
Marking a Purchase Order As Completed
Note: Only perform this action once the order is truly completed. By doing this, the order will enter a read only mode.
To flag an order as completed, click the option by the name that says Created
Select the Completed Option
Archiving or Deleting A Purchase Order
Archiving - This will allow you to keep a clean Purchase Order list while safely storing the order. To archive, click the box icon button (middle one) from the options above that will be located on the top right corner.
Deleting - This will allow you to remove the purchase order out of the system. click the trash can button from the options above that will be located on the top right corner.