All order requests that have to be placed manually by the procurement department can be found in the Order menu item.
Once the order request has been approved by authorised employees, the order can be placed with the supplier in question. In most cases, this will be done automatically, because the order will be emailed to the supplier or will be placed in their webshop. In some cases, it will not be possible to automatically send an order to a supplier. In that case, the order will have to be placed manually, e.g. by phone or in store. You can set whether orders have to be placed by the procurement department for each individual supplier group.
Placing an order
Clicking on a line or the envelope icon at the end of a line lets you place an order. You can also disapprove and definitely disapprove order requests from the overview by clicking the three dots at the end of the line. When an order is disapproved, it is returned to the requester. When an order has been definitely disapproved, it can no longer be placed and will only be visible in the Archive.
After clicking on an order, you can indicate whether it has been placed. If the order has been placed, its status will change from ‘To order’ to ‘To receive’. If you select ‘Send order automatically’, you will be asked to enter the supplier’s email address. In the future, the order request will be automatically submitted to the supplier and will no longer have to be placed manually.
At the top of the screen, you can also click ‘Pending’ to indicate that someone from the procurement department is processing the order. Your explanation will be visible to all employees who have access to ‘Assess’.