Introduction
This guide explains how to use the Orders page.
Assumptions
You should be a head office user and have the relevant user permissions to view Finance pages
Where to find this
Click on Finance > Requisitions
Step-by-Step guide
The Order's page will display a dashboard of the orders created outlets, including information about each order. This page will enable you to search for orders placed within specific oultets, alongside being able to approve orders that are set to go through the approval process.
The orders page will default to show you the recently approved orders. As shown by the example below, details such as Request Date, Delivery Date, PO Number, Supplier and Approval information are displayed.
To search for a particular Purchase Order, use the PO number search box found above the table or use the ‘Filter Results’ option to search for the record itself. Alternatively use the date range to select a period of up to 3 months. You can also amend the number of results you see on the page and scroll through the pages at the bottom.
The Orders page will allow a user to navigate between six different tabs, all listed below. Notably, consolidating PO’s is an optional tool that requires set-up via IndiCater. The six tabs are as follows:
Current: Orders in this tab are waiting for approval.
Click on the order to see the detail. At the bottom of the page you can select whether you want to approve or decline the order and then confirm. You will only see these options if you are set up as the approver and the order meets the criteria for your level of approval.
Approved: These are orders that have been approved and sent to the supplier. Click on the order to see the detail.
Declined: This tab will show any orders which required approval but were declined.
Consolidated PO Approvals: Some clients can choose to set up a specific supplier to be consolidated. This means that any orders placed from the different outlets for those suppliers will require approval in this tab where they will be consolidated and sent as one PO. This requires the specific set up and so please contact IndiCater if you are interested in using this tool.
Past Consolidated POs: This tab shows historic consolidated POs.
Refunds: This tab will allow you to view any refunded Purchase Orders and its details.
Can I print off all of my orders?
As shown in the above image, a Print Option box is present. This will allow a user to print all of the PO’s within a selected date range.
Simply select the Print Option button, which will expand the page to allow the user to select a specific date range for orders to be shown. Select the date range required and click Print.
An example can be shown below, printing all orders placed since the start of the month:
Upon selecting print, a new window will open displaying the Purchase Orders in question. An example is shown below:
Once this has been ‘printed’, a user can either manually print the list of PO’s or save and document them for administration reasons.