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 button for ‘+ Material Order’ top right of StructShare
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):
Split Order (if you need to order Material from multiple Suppliers)
Confirm information is correct on Checkout screen (ship to: address, delivery date, special notes, etc).
Place Order
Convert an RFQ into a PO
Select an Open RFQ
Generate PO from RFQ
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