Managing Orders (Vendor)
1. What does this page cover?
Learn how vendors process and fulfill Purchase Orders (POs) in the procurement process.
Click here to understand about PO in Zoho Creator Procurement.
Click here to understand about the procurement process in Zoho Creator Procurement.
2. Setting up Purchase Orders (Vendors)
An order begins when the buyer/procurer selects a quote from the
vendor and decides to go ahead with the purchase. In procurement terms,
it is called a Purchase Order (PO).
As
a pre-requisite, a PO will be sent to the Vendor from Procurer once the
PR is moved to purchase.
Note: Check this document to
understand in detail about how procurer is managing their POs effectively.
2.1. Vendor PO Creation Flow
2.2. PO processing by Vendor
1. The
Vendor can view all the open orders along with the PO documents in Open Orders tab in Orders module.
Click on PO-242 as shown in the below
image.
2. Click on the PO Document.
It will open the Purchase Order popup, showing the purchase information.
3. From here, the vendor can dispatch the required goods to the procurer by clicking on Dispatch.
In the Add Invoice & Delivery Notes pop-up, fill in the required info and click Submit.
4. In Order Issues tab, you can manage any order issues that requires a redispatch. This also captures the order Redispatch details.
Note: Orders in Order Issues tab are typically populated when the procurer marks all or any product delivered with defect during the GRN.
Check this document to understand how and when procurer submits and Order Issue for redispatch from the vendor's end.
Upon clicking on Redispatch, in the redispatch popup fill in the required information and click Submit to successfully capture the redispatch information in the app.
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