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Step 1: From the Utilities tab, locate and click on Send Review and Review Approve Orders.
Step 2: Establish Send and Review Orders options. Then, click Ok.
Step 3: Review Review each order. Once you have reviewed orders, you Then, you may click on a single order and click click Approve Selected Order or click Approve All.
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By default, orders are arranged by Vendor > Requested Receive Date > Ordered by Site > Order ID. To change the way the orders are displayed, drag and drop columns from the sorting bar to the header bar and vice versa. |
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You may send all orders at once after they have been reviewed by clicking Approve All. |
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You must print or export the order to complete the ordering process. |
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Step 1: From the Utilities tab, locate and click on Send Approved Orders to Vendor.
Step 2: Select an order and click Edit Order or Print to review the order.
Step 3: After reviewing the order, click Send Selected Order to send a specific order to the vendor or click Send All.
Step 4: Review the Order report. Next, select to Print or Export the report. Then, close the report by clicking Report → Close Print Preview or click the red X.
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You must Print or Export the report in order for it to be sent to the correct party.
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Edit Selected Order
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