Table of Contents

▶️How To Add Supplier Order/PO Notes

Matt Staff Updated by Matt Staff

1. Click on Create New Order

You can add vendor notes when creating a new order. In the main navigation menu, click on "Orders" and select "Create New Order".

2. Click on Vendor Comments

Follow the prompts to add items. At the item level, enter vendor notes in the "Vendor Comments" field.

3. Add Special Intructions

Continue the create new order process. In step 6 "Order Comments", add special instructions fort he vendor. Then, place order.

4. Click on Manage Suppliers

You can also add vendor notes at the vendor level. In the main navigation menu, select "Supplier" and click on "Manage Suppliers".

5. Click on Supplier

Click on the desired supplier.

6. Select Manage

In the black ribbon menu, click on "Manage" and "Vendor Notes".

7. Add New Vendor Note

Add new vendor note and click save.

8. Click on Edit

You can also add notes by clicking on "Edit" from the "Manage" menu.

9. Click on Preferred Vendor

Select the "Preferred Vendor" tab.

10. Select Deal Group

Select a "Deal Group" and modify the deal information. Click save.

11. Purchase Order

Notice when submitted the purchase order, order comments and deal group information are included.

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How to do a Split Ship Order

▶️How To Create A New Order

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