Objective
How to create a new Material Order to send to a Supplier.
Background
A Purchase Order (PO), or Material Order should be created when you know what supplier you want to source material from and are ready to start the process of ordering said material. You can create Material Order from scratch, or convert an existing RFQ or Material Request into a Material Order in StructShare.
Things to Consider
Submit to Suppliers Permission is Required
View and Request Permission can only create Material Requests (which can later be converted into Material Order from an Approver)
Can be created from Web or Mobile App
Steps:
Creating a New Material Order from Scratch
Convert an RFQ into a PO
Creating a Material Order (PO) from scratch
Click on the blue 'CREATE ORDER' button on the top right of StructShare and select 'MATERIAL ORDER'
Select a Project
Select a Supplier
Create Your List (You can choose to search from the entire Company Item Database, This specific Project's BoM, or the Supplier Catalog of the chosen supplier). Unit of Measure and Quantity are required fields for each item added.
Select the shopping cart icon on the top right hand side of the screen when your list is complete.
Split Order (if you need to order Material from multiple Suppliers)
Select 'Continue' to move to the checkout screen.
Confirm that the information in the checkout screen is correct:
Company Division
Action
Supplier
Send a Copy - ability to send the order to an additional contact internally or another contact at the same supplier
Custom PO #
Ship To
Delivery Method
Jobsite Contact- this will automatically populate based on the contact set for the Project and you can edit in the checkout screen if needed.
Delivery Instructions- these will automatically populate based on the 'Special Notes' added in the Project settings 'Details' screen and you can edit in the checkout screen if needed.
General Notes
Send with Prices
Copy Me on Supplier Emails- sends a copy of the email communication to the user creating the Material Order.
Place Order
Convert an RFQ into a PO
Select an RFQ from the 'Open Activities/Home' screen
Select 'Generate PO' from RFQ screen
You have the option to close the RFQ when you create the PO, or you can keep it open.
Questions?
Contact Support:
Live Chat with Support through StructShare:
Click on ‘Talk to Support’ on the left side of your screen.
Email Support:
Call Support:
(512) 222-3716