Ordering Parts in Smart eOrder from P.O. Management

To order parts, you click the Smart eOrder button The Smart eOrder toolbar button. in the PO Management toolbar.

TIP: If you are not posting to inventory, it is easier to open Smart eOrder from the Quick Launch in the main module.

Complete these steps:

  1. On the Parts tab in P.O. Management, click the Smart eOrder The Smart eOrder toolbar button. button in the toolbar.
  2. Smart eOrder opens and queries your online suppliers for the parts on the Parts tab automatically.
  3. The results display on the Smart eOrder window. Each supplier appears in its own section.
  4. In each supplier section, click the phone button The phone button with a green checkmark. the refresh the supplier results, including availability.
  5. In each supplier section, click the truck button The truck button with no indicator. to order the parts. The Order Options window appears.
    • The generated purchase order appears in the Purchase Order Number field.
    • You can enter information to be sent to the supplier in the text box.
  6. Click OK on the Order Options window to send the order.
    • If the supplier is configured to post to Accounts Payable, you will be prompted to post the invoice.
  7. The parts are ordered and posted.
    • When the parts are received, you can click the Posting tab in P.O. Management to post the parts to your inventory.