Vendor Purchase Order Approval Workflow

PO Approval

With every SKUSavvy account, you have the ability to send off a copy of a purchase order to your vendor who can then view, edit, and cancel the PO. In this guide, we'll go through the steps to enable this, and what it looks like from the vendor's point of view.

Step 1: Turn on Email Communication for a Vendor

To start sending POs to vendors, confirm that the vendor has the necessary permission turned on by going into the vendor details and selecting the communication preference.

1. Add at least one email to the vendor (required for every vendor)

2. Set the vendor's Communication Preference dropdown to "Email" to turn on vendor communication

Note: text/SMS communication is listed as an option but is not yet available ("Text (coming soon)"). Turning on Email communication does not retroactively email purchase orders that were already placed: for an existing PO, use "Resend Invoice" from the order's menu.

Step 2: Place a PO

Place a purchase with the vendor using one of two ways:

• Vendors > select vendor > orders

• Select a warehouse > orders > inbound

Vendor Portal

With email communication preferences turned on for the vendor SKUSavvy will now automatically form and send an email for any PO placed with this vendor. The email will show the vendor the PO#, quantities, and items contained in the order as well as an invoice for their records that can be saved/printed.

Email Sent to Vendor

Vendor Portal View

When your vendor clicks the link they will be taken to a portal that can be seen below:

1. View the purchase order and print it out, cancel the PO, vendor adjustments, confirm PO

2. Address the vendor should be sending the PO

3. Your set delivery date for the PO

4. Notes from your company and notes from the vendor

5. Purchase contents

6. Timeline of all changes

PO Adjustment

From within the vendor portal adjustments can be made to quantity and cost