![]() Promise Date: Notes when the Purchase Order should be fulfilled.PO#: The PO number is auto-generated, but can be changed if desired.PO Info: In this section, you can enter the following information:.This option will allow you to search for Vendors based on the Vendors’ address and the first Vendor to accept the PO gets the job. Select multiple Vendors: Allows you to select multiple Vendors from whom you will be purchasing goods or services from.Select Vendor: Allows the selection of a single Vendor who will be completing this Purchase Order.Vendor: There are two options here, which are discussed further below:.Note: If a default has been set within your PO Types List, this will populate here without having to select.Type: Allows you to select a PO Type to use when creating a new Purchase Order.Below is a screenshot displaying how the Purchase Order Formats List appears.Ĭompany → Settings → Accounting → AP → PO Formats This guide will discuss each section and explore what they can help you accomplish with printable formats. When creating a new printable format, there are three main sections available for you to configure to suit your Company’s needs including Content, Items, and Totals. There is a default PO format in Striven for convenience, but a new format can also be created by using the Add button on the PO Formats List. If Vendor Contacts are using the Portal, they will be able to view and print out Purchase Orders so they have a hard copy for their records. Using the Purchase Order formats will allow a PDF printable version of the Purchase Order to be sent to the Vendor. ![]() ![]() To provide a visual outside of the Portal, however, it is recommended you create printable formats. Vendors can view Purchase Orders and transactions in many ways from the Vendor Portal, email, or mail. Note: The Written and Verbal Acceptance Methods also include the option to Require Attachment.You can also choose to require an attachment of a verbal agreement. Verbal: Allows Vendor Contacts to approve Purchase Orders with verbal approval.You can also choose to require an attachment of a written agreement. Written: Allows Vendor Contacts to approve Purchase Orders with written approval.Electronic: Enables Vendor Contacts to sign their screen electronically to approve the Purchase Order.Acceptance Methods: There are three Acceptance Methods including the following:.The first Vendor that accpets the PO will be designated for that PO. Allow Multiple Vendor Selection: Allows one or more Vendors to be selected for a particular PO.Once this option has been turned on, the below methods are available for acceptance. Requires Vendor Acceptance: Requires Vendors to accept Purchase Orders that you request.Vendor must enter tracking information: If you would like Vendors to enter tracking information for Purchase Orders you can enable that workflow with this checkbox.Requirements: These checkboxes will enable you to require the following:.Terms and Conditions can be set up and configured within Striven to meet your Company’s needs. This will allow you to effectively turn your Purchase Order into a contract with the selected Vendor. Terms & Conditions: Enables you to choose to associate a Terms & Conditions for POs of this Type.Contract Management: Allows more options to be enabled, which are included and described below.Note: If PO Name is selected, the name of the PO will be required when creating a new Purchase Order.Display Fields: Provides display options for POs of this Type, including adding a PO Name, Promise Date, Requested By, or a Vendor Contact.Allow Recurring: Allows you to create recurring POs based on frequencies configured and customized within Striven. ![]()
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