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How to Order Materials by Vendor

Step-by-step guide to ordering materials by vendor

  1. 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.



  2. Highlight the manufacturer you are wishing to place an order with by clicking on their row on this page.



  3. Select the “new” tab from the top of the page.



  4. From the “new” page, locate the workorder number you are placing the order for and click on the shopping cart.



  5. 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.



  6. Fill in the order number as provided to you by the vendor.



  7. Double check that the cost details are correct and make any changes that may be necessary. (hint: double check product price, freight charges, tax)



  8. Click on the green save button at the bottom of the screen to save the changes you made.