Creating a PO and order writing. – Ribbon

To create a purchase order, go to our Order HQ by clicking the icon at the top of your screen and click the Create Purchase Order button.

A pop-up will prompt you to select the account, buyer for that account, and then the vendor to link to the PO. Once you have entered the required information , click Create New PO.

Note: The account you are writing the order for must have a buyer associated with it. If it does not you can add it by clicking on the "+" to add a buyer.

Fill in the information for your buyer and click save.

By clicking on Create New PO, you will be taken back to your order HQ screen. You will see a Generate Order Success message at the top of the screen, confirming the new PO has been created. Your Order HQ screen will show the Vendor Collection on the left side of the screen and the PO information on the right side of the screen.

Use the search bar to search for specific SKUs, product names, or variant descriptions (color, scent, etc).

You can also narrow your search parameters to only look for SKU or UPC by using the radio select button. Default is to look for all product descriptions when searching.

Note that when working on a PO in your Order HQ, the Buyer will automatically populate when starting a new order (for quicker multi vendor entry)

When you have added all items to the order, click Review PO on the right side of the screen and this will take you to your Purchase Order review page. where you can review and finalize all the details, such as Ship to Address, Ship Date, Notes and Payment method.

The Purchase Order review page is where you can review and finalize all the details, such as Ship to Address, Custom PO number (a PO # will be auto assigned), Ship Date, Notes and Payment method.

Once you have added all the relevant details in the Review Purchase Order page, click Save and Hold for Confirmation to move the order from Draft status to HFC.

The order will stay on hold until you confirm it by clicking Send to Vendor, at which point the order will be confirmed and sent to the vendor for processing.

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