In the following video we discuss creating a purchase order in RPS for efficient ordering from vendors. The video explores accessing the purchase order section, selecting a vendor, setting up the purchase order and finalizing the purchase order.
Creating a Purchase Order in RPS
Key Steps:
Log into RPS and navigate to the purchase order section by clicking on the menu/hamburger button.
Select "Purchase Orders" and then choose the "Purchase Order" option.
Select the vendor from the list provided to start creating a new purchase order.
Fill out the necessary information such as buyer, requested date, shipping details, and any additional remarks.
Choose the shipping location and method.
Save the purchase order to finalize the creation process.
Cautionary Notes:
Ensure the correct vendor is selected before proceeding with creating the purchase order.
Double-check all information entered before saving to avoid errors in the order.
Tips for Efficiency:
Utilize the search function to quickly find the desired vendor.
Regularly update and review vendor settings to ensure accurate terms and information are populated automatically.
Consider creating a template for frequently ordered items to streamline the purchase order creation process.