Order Purchase Items

After the purchase order is approved, you can order the items. You can also send an email notification to the vendor of the order approval.

Role Required: SDAdmin, Technicians with Edit permission for Purchase

To order the purchase order,

1. Go to the Purchases module.
   
2. Click Action > Order this PO. This option will only appear if the purchase order is approved.
   
3. On the pop-up displayed, enable/disable Send mail notification to be able to notify the vendor of the order.
   
4. Add the email recipients in the To and Cc fields. These fields will only be displayed if Send mail notification is enabled.
   
5. Specify the subject of the email and customize the message in the Description.
   
6. Add attachments, if any, related to the order. Click to upload files on the computer and to upload files on Cloud.
   
7. Enable the Attach PO as PDF check box if you wish to upload the purchase order as a file in the email.
   
8. Finally, click Se​nd.
   

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