SOP: Creating and Managing Purchase Orders for EDI Ordering
Objective
The objective of this SOP is to guide team members on how to create and manage a purchase order that can be continuously updated throughout the day and then sent as an Electronic Data Interchange (EDI) order to a participating buy group.
Key Steps
Adding Items to Purchase Order:
From the product detail view, decide whether to add an item to a purchase order.
If permitted, click on "Add to Purchase Order" and select an existing open purchase order or create a new one.
Use the toast area to confirm the addition of the item to the purchase order.
Creating a New Purchase Order:
If starting a new purchase order, go to the purchase order area.
Select the vendor (e.g., ADC) and add items to the purchase order throughout the day.
Remember to hit the save button after adding each item to the purchase order.
Finalizing the Purchase Order:
Once all items are added to the purchase order, review the details (ship to, request date, terms, PO number).
Click on the order button to set up the EDI order to the buy group for processing.
Cautionary Notes
Ensure permission levels are set correctly for team members to add items to purchase orders.
Save the purchase order after each item addition to avoid losing data.
Confirm with the buy group that they are set up for EDI ordering before sending the purchase order.
Tips for Efficiency
Use the product detail view to quickly decide between adding an item to a purchase order or using the order now feature.
Utilize the toast area for quick confirmation of item additions to the purchase order.
Save time by continuously adding items to a single purchase order throughout the day instead of creating multiple orders.
By following these steps, team members can effectively create and manage purchase orders for EDI ordering, streamlining the process and ensuring accurate order placement.