How do I Choose the default template for Order Tracing?
A preferred template can be chosen by clicking on the 'Preferences' button on the right corner of the window and choosing the optimal option.
When you click on order tracking, you can use the capability to choose a predefined template and create a new purchase order by following the instructions listed below.
It is possible to add Purchase Order two ways on the platform:
Through Tracing Map and Through Purchase Order tab
Method 1: How do I Place a new 'Purchase Order': through the tracing tab?
When you receive a sales order, you can easily also place an order while on the Tracing Tab of a Sales Order by clicking on '+'
Method 2: How do I Place a new 'Purchase Order': through the Purchase Order tab?
You can place orders directly with your suppliers by creating Purchasing orders (POs) on the retraced platform.
Once you choose your method, you can take the following steps to place the Purchase Order:
Go to your 'Purchase Order Tab'.
Click on the '+' button.
Fill in the information on the 'Select Supplier' tab. You immediately link a supplier to your purchase order by filling in this section.
🔎 If you were unable to locate your supplier, you have the option to search a pool of unconnected suppliers by clicking 'Create/Link New'.You can use the 'Create New' option to link the supplier if they are still not available. If there is no user in the account, you will have a banner appear while creating the PO.
The 'Order Details' field must be filled out next. You have to add a PO ID, then add products to the order, Define the Order type, Order date, Delivery date, and Actual Delivery date. Then, add the ordered quantity. Here you can also create a new product if you haven't added it to your Products yet.
The Last step is 'Add required documentation'. In order to Place a purchase order, you must upload at least one document. After you save the information, your Supplier will be notified about the newly created Order via email notification.
🔔 Here, you can also change your preference template, in case you do not wish to use the main preferences.