In the following video we explore marking a purchase order as submitted to the vendor and approved, indicating that the order will be processed and fulfilled. We examine understanding the ordering process, the importance of vendor approval, the ordering process, confirmation and after ordering.
Ordering a Purchase Order
Objective
To mark a purchase order as submitted to the vendor and approved, indicating that the order will be processed and fulfilled.
Key Steps
Ensure the purchase order has been submitted to the vendor and approved before proceeding to order it.
Open the purchase order that has not been ordered yet.
Click on the "Order" button to mark the purchase order as ordered.
Confirm the order by clicking "OK" when prompted.
Note that after ordering, certain fields like unit cost cannot be changed.
Cautionary Notes
Do not mark a purchase order as ordered until it has been confirmed by the vendor to avoid miscommunication with salespeople.
Exercise caution when ordering as certain fields become uneditable after the order is placed.
Tips for Efficiency
Ensure clear communication with the vendor to avoid any discrepancies in the ordering process.
Familiarize yourself with the process of canceling an order in case any changes need to be made post-ordering.