Step 1: Placing the Order
When you are ready to send the PO to the supplier:
Click the on the Status dropdown and select Ordered.
Notify Vendor: Check this box to automatically email the vendor.
Order: Click Order. The status changes to Ordered with a timestamp.
Step 2: Tracking Shipping
When the vendor confirms shipment:
Click the on the Status dropdown and select Shipped.
Date and Time: Select when the shipment occurred.
Notify Vendor: Check this box to automatically email the vendor.
Ship: The status changes to Shipped.
Step 3: Receiving Inventory
When the box arrives at your door:
Click the on the Status dropdown and select Received.
Summary: Review the SKUs and quantities to ensure they match what was delivered.
Date and Time: Select when you received the shipment.
Receive: The status changes to Received.
Note: This action automatically updates your "Quantity on Hand" in the Inventory module.
Step 4: Cancelling an Purchase Order
If the deal falls through:
Click the on the Status dropdown and select Cancelled.
Notify Vendor: Check this if you need to alert the supplier.
Confirm: The status changes to Cancelled.
Need more help? We are here to assist you! Reach out to us at [email protected] or click the Blue WIZchat Messenger icon in the bottom corner of your screen to chat with our team live.