How to create an Order?

How to create an order?

Access the Portal with your login and password and navigate to Buy application.

In the Orders option, click + CREATE NEW > ORDER:

1 - Include a title for your order;
2 - Select the type of document;
3 - Choose a supplier for your order;
4 - Define if the shipping and billing address will be the same for all items.
Note: Fields with red asterisk are required.

After filling out, click NEXT, view the successfully saved order message, and continue filling.

1 - In the Currency panel select the currency that will be used in the order;
2 - In Attributes, include the Incoterm (International Commercial Terms - standard rules governing some aspects of international trade.) And any additional information.

1 - If the shipping address definition was for all items, the Delivery and Billing Data panel will be displayed just below the Attributes, where you will need to select the desired addresses and the payment method.
2 - Search or Create items to include cataloged or uncataloged items.

To delete items added to your order, check the flag of the desired item and click DELETE.

The window below for item detail will be displayed. Fill in the fields flagged with red asterisk, and then click SAVE.
To include cost allocation, comments, attachments, taxes, and attributes for the item, please use the corresponding links at the top of this window. The added item will be displayed on the screen.
To add new items, repeat the same procedure.

1 - In the Attachments panel you can include files for the buyer who will handle your order. Select the document by clicking on the "clips" and then click ATTACH.
2 - To send comments, use the Comments panel and click SAVE COMMENT.

If you want to change the visibility of the attachment and comment, click on the combo to define whether it will be Public or Private, where:
*Public: Visible to my company and Suppliers.
*Private: Visible only to my business.

Important: If an attachment has already been added and you may want to change visibility, you must delete it and perform the process again. Comments can be edited, the user can change the visibility within the popup, or delete.

Finished all fill, Save and Send your purchase order.
At the bottom of the page, locate the Tracking panel where you can view the tracking and order approval workflow.