Managing Orders (Procurer)
1. What does this page cover?
Learn how procurers process and manage Purchase Orders (POs) in the procurement process.
Click here to learn more about POs in Zoho Creator Procurement.
2. Setting up Purchase Orders (Procurer)
Procurer POs are created once the quotations are received from
vendors. The procurer can view all the quotations and select the vendor
that matches the requirements.
To understand more about vendor quotations, check this document.
Upon clicking on a PR, Request Summary page is opened as shown in the image below.
2.1. Procurer PO Creation Flow
2.2. Steps to Create PO (Procurer)
1. To create a PO (for a selected vendor quote), navigate to Orders module in your procurement app.
In the Open Orders tab, you can find list of PRs associated with its POs, such as PR-380 -> PO-242.
2. In this instance, for PO-242 you can see the status as Order Confirmed and a PO Document button is enabled.
3. Click the PO Document.
This will open the Purchase Order popup, which will allow you to view the purchase details.
Note: As part of the procurement process, PO-242 will simultaneously be processed by the vendor as well.
Click here to learn more about the how Vendors can manage PO effectively.
4. Once the products are dispatched (by vendor), as a procurer, you can manage the order dispatch details from Dispatched Orders tab.
5. To verify the dispatched order's Good Received Notes, click on GRN and click on Invoice.pdf to view details about the payment made.
6. Similarly, you can also track and manage the Redispatched Orders if there are any issues with the order.
Note: Check this link to understand more about the vendor redispatch process in detail.
7. The Received Orders tab will allow you to see the list of all the POs processed and ready for payment.
Its worth noting that received orders are typically the confirmed orders.
Upon clicking Move to Payment, it will open to Order Completion pop up.
You can view the quotation, PO details and add comments (If any). Then click on Move To Payment.
Note: The payment is made offline, however clicking on this button will typically push this PO to completed status and this is shown in the next step for your reference.
8. All Orders will list all the POs that are in various status through out the course of the procurement process.
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