How To: Purchase Order Module

Purchase Order and Invoice Workflow

1. Upload Purchase Order (Customer - Purchase Order Buyer Role)

• Click Upload Purchase Order.

• Fill out the required fields: Purchase Order Number, Supplier, and select the Responsible Supplier User.

• Click Upload Purchase Orders to submit.

2. Supplier Notification and Disposition

• The responsible supplier will receive a notification.
• Locate the PO and click the Menu (three-dot button), then select Grant Disposition.

a) The supplier will either Confirm or Reject the PO.

b) If Confirmed, the supplier can proceed to upload the invoice:

• Click Details, then Add Invoice.
• Enter the Invoice Number and attach the file.
• Click Add Invoice to submit.

3. Customer Invoice Review

• Customer locates the PO, clicks Details, then the Menu (three-dot button), and selects Review.

• Customer can choose to Accept or Reject the invoice.

a) If Accepted, the customer must add a payment:

• Click Add Payment.

• Fill in the required fields: Payment ID, Bank Reference, and upload an Attachment.
• Click Add Payment to finalize.
• The invoice status will update to Paid.