Overview

This article will walk you through transmitting a Purchase Order that has been created within Cloud Retailer to a supplier electronically.  

NOTE: This functionality requires the Supplier Integration packate to be installed, as well as a particpating supplier.  To find out more please, open up a ticket with our Cloud Retailer helpdesk.

Procedure

1. Log in to your Cloud Retailer Back Office
2. From the left-hand menu, click Tools
3. Then select the Purchase orders / store transfers options
4. Select an existing Purchase Order and press the Edit Selected Inventory Transaction(s) button
   
   

   NOTE: You can also create a new Purchase Order or use this feature on a Purchase Order created by Supplier Purchase Planning.

   
   
5. Ensure all Products, Quantities, and Item Costs are input accordingly and saved
6. Click on the Upload PO button (located just below the Notes field)
7. The Upload purchase order to supplier dialog will appear and report on the progress of the transmission
8. When the process completes, press the Done button
   
   

   NOTE: When the order has been properly submitted, you will now see an attachement in the Purchase Order Attachements folder dated for today.

References