Requested POs

Once a purchase order has been created and submitted for review, before it is sent to the vendor, the purchase order needs to be reviewed by a purchase order manager (District / Regional Operations Manager).

Explore the following topics about Requested POs:

Viewing Requested POs

1. From the Dashboard, select Requested POs

   

2. Once in the Requested POs tab, any purchase orders that have been requested for purchase placement will display. There are multiple table columns that will be shown

   1. Order Number – The order number for the requested purchase order. This will be a random placeholder value until the purchase order is submitted. When the purchase order has been successfully sent to a vendor and has been approved by the vendor, the order number is updated to match the vendor’s order number that is created in their system.

   2. Region – The region / district the purchase order was requested from

   3. Location – The location from which the purchase order was requested

   4. Order Date – The date the purchase order was requested

   5. Status – The current state of the purchase order

   6. Total - total cost of purchase order

2. Select Review on the purchase order that needs to be reviewed

   

3. Once the purchase order is selected, the items requested on the purchase order and additional information will display:

   1. Requested On – When the purchase order was requested

   2. Requested By – The user who requested the purchase order

   3. Reviewed By - Who reviewed the purchase order. If the purchase order has not yet been approved, the requester's name will be shown

   4. Avg. Lead Time - average time for orders to be fulfilled and shipped.

   

Filtering Requested Purchase Orders

In Vego Inventory, filtering the requested Purchase Orders streamlines the process of finding the purchase orders you need. A combination of filters can be combined to further refine your search.

To filter Requested POs;

1. From the Dashboard, select Requested POs

   

Filtering by Order ID

Filtering by Order ID allows you to see Purchase Orders with a matching full or partial purchase order number.

1. Select the Order ID field, and enter a full or partial purchase order number

   

Filtering by Region

Filtering by region allows you to see Purchase Orders from one specific region.

1. Select the Region dropdown, and select the region you would like to view

   

Filtering by Location

Filtering by Location allows you to see Purchase Orders from one specific Location.

1. Select the Location dropdown, and then select the location you would like to view

   

Filtering by Date Range

Filtering by Date Range allows you to only see purchase orders created between two Dates.

1. Select the Date Range field, and select a start and end date in the calendar

Filtering by Status

A Purchase Order will flow through a progression of statuses during its lifecycle. Filtering by Status allows you to see purchase orders that are in specific phases of their lifecycle.

1. Select the Status field, and select each of the Statuses you want to view

   

2. To remove a Status filter, select the X next to the status, or select the X next to the status field to clear all statuses.

   

Filter by Vendor

If an organization utilizes multiple vendors, you can also filter purchase orders by one specific vendor.

1. Select the Select Vendor dropdown and select the vendor you want to view purchase orders for

   

Requested POs Actions

1. There are three actions that can take place when reviewing a purchase order

   1. Reject – Denies approval for the requested purchase order.

   2. Submit for Review – Will save any modifications made to the purchase order as a draft

   3. Approve – Approves the purchase order and sends it to the vendor(s)

2. Once the purchase order is approved, the status will be changed to ordered. If integrated with the vendor, the order number will be automatically updated to match the vendor’s order number for easy referencing between the two systems.

   

3. If the purchase order is rejected, the status is changed to rejected.