Create and manage purchase orders - Purchase Orders and Vendors - Conduit Help
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Purchase Orders and Vendors

Create and manage purchase orders

Lesson 2 of 4 · Purchase Orders & Vendors
  1. Browse purchase orders and their status.
  2. Add a line from the pricebook.
  3. Add a free-text material line.
  4. Create the purchase order.
  5. Approve a thresholded PO as an admin.
  6. Decline a thresholded PO with a reason.
  7. Open the send modal and email the vendor a branded PDF and portal link.
  8. Download the branded purchase-order PDF.
  9. Revise a sent purchase order and re-send the next revision.
  10. Record vendor acknowledgement.
  11. Record a partial delivery.
  12. Receive every remaining item.
  13. Cancel an order.
  14. Copy its public vendor portal link.
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