StructShare's new order flow experience will reduce complexity and clicks, while providing customers with a fluid and a user-friendly way to create requisitions, RFQs, and POs!
Click HERE to see video demo of this feature in action!
Navigating this new feature:
Start by Selecting your Order Type, Project, and Supplier*
*Supplier can only be chosen with 'Submit Order' permissions or greater
Then, start loading items into your requisition, RFQ, or Order. Note that you have all the same item databases to choose from, as well as existing functionality like:
Free-Text Entry
Splitting Orders
Adding Chat Messages
Adding Attachments
From this screen you can add items to your drafted order from a number of different sources:
Items Database
Project Bill of Material (BoM)
Supplier Catalogs
Manual/Free-Text Entry
After selecting an item from your chosen catalog, you can input additional information like quantity, price, cost code, etc.
Note that defaulted fields from the catalog source will auto-populate the chosen item in your order
You then have the ability to to:
Access the draft order chat interface
Add attachments to the draft (on mobile you can even take a photo on the fly!)
Access the PO table view (this is a great screen for bulk PO line item updates!)
Add additional items to order via free-text
Add additional items to the order from catalogs
Questions?
Contact Support:
Live Chat with Support through StructShare:
Click on ‘Talk to Support’ on the left side of your screen.
Email Support: