Orders and plans can also be created from Discover Items. See Add item to order.
- On the left navigation, click Orders.
- Click Orders.
- Click New Order at top of page.
- On the Add New Order window, fill in the fields:
|Comments||Add any notes about the order. Follow local practice.|
|Order Name (required)||Give a meaningful and unique name to avoid confusion with other orders. Follow local practice.|
|Order Type (required)||
Select the type of order from the list:
|Vendor (not required for purchase orders)||This field automatically suggests vendors from those listed as in use in Vendors.|
|Vendor PO # (number)||Add the order number from the vendor, if known. Follow local practice.|
- Click Save.
Watch a video
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