The following article will walk customer users through navigating and using the Purchase Orders Module within the Inventory and Parts section.

The Parts and Inventory module is an add on to the regular customer account and, as such, is enabled through an additional usage fee. If you are interested in the Inventory and Parts module, please reach out to your Customer Experience Manager or email us at [email protected] to have it added to your account.

Once you have it added to your account, users will only be able to access the module with the correct permissions. If the Inventory and Parts module has been added to your customer account, but your user account does not see it, it is likely that you will need to update your user roles to gain access to the module. Click here for a walkthrough on updating user roles and permissions.

In order to to navigate to the Purchase Order Module, you will want to click on the Inventory and Parts button in the left menu bar. A secondary menu will drop down, and you will want to choose Purchase Orders from that menu. Once you click Purchase Orders, you will be taken to the Purchase Orders module

From here, you will see a list of all current Purchase Orders, including the:

At the top right of the module, you will find the following tools:

And on the left hand side of the page, above the PO ID column, you will find the + Add New button to add a new Purchase Order (Click here for a walkthrough on how to add a new Purchase Order). Above that, you will find the manage Purchase Orders and manage Suppliers tabs that you can use to navigate to the respective pages of the Purchase Order module.

To review a Purchase Order, click on the PO ID. After you click on the PO ID, you will see all of Purchase Order Details, and have the ability to:

You will also be able to view any Attachments, Comments, and Activity for this Purchase Order.

If you would like to review your Suppliers, navigate back to the manage Purchase Order page and click on the Suppliers tab at the top left of the page to see a list of all current suppliers.

Now on the Manage Suppliers page, you will be able to see the Suppliers currently added to your account, and review their:

At the top right of the module, you will find the following tools:

And on the left hand side of the page, above the PO ID column, you will find the + Add button to add a new Supplier (Click here for a walkthrough on how to add a new Supplier). Above that, you will find the manage Purchase Orders and manage Suppliers tabs that you can use to navigate to the respective pages of the Purchase Order module.

To review a Supplier, click on the Supplier ID. After you click on the Supplier ID, you will see all of Supplier Details, and have the ability to Edit the Supplier details by clicking on the pencil symbol at top right of the page.

You will also be able to view any Attachments and Activity for this Supplier.