How to Order Materials by Vendor
Step-by-step guide to ordering materials by vendor
- If you’re not already on the “order materials” screen navigate there by clicking on the “order by vendor”, which is located under the “order materials” tab on the dashboard.
- Highlight the manufacturer you are wishing to place an order with by clicking on their row on this page.
- Select the “new” tab from the top of the page.
- From the “new” page, locate the workorder number you are placing the order for and click on the shopping cart.
- From the shopping cart screen change the status of each product being ordered to “ordered,” and add the date the product will be available to you.
- Fill in the order number as provided to you by the vendor.
- Double check that the cost details are correct and make any changes that may be necessary. (hint: double check product price, freight charges, tax)
- Click on the green save button at the bottom of the screen to save the changes you made.