Last Updated: July 26, 2022
Approving a Purchase Request
Once the Purchase Order has been created and generated, the details of the PO will have to be encoded back on Steer. This information will help the warehouse keep track of the pending deliveries from the Suppliers.
On the Steer dashboard, purchase order for PO Encoding under Tasks. Click the Purchase Request item.
Go to the PO Details section of the form and fill in the following fields for each material:
Once done, click Approve.
Next Article: Materials Receiving: Receiving Materials
Previous Article: Purchase Order: Approving and Generating PO Details
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
Approving a Purchase Request
Once the Purchase Order has been created and generated, the details of the PO will have to be encoded back on Steer. This information will help the warehouse keep track of the pending deliveries from the Suppliers.
On the Steer dashboard, purchase order for PO Encoding under Tasks. Click the Purchase Request item.
Go to the PO Details section of the form and fill in the following fields for each material:
| Field | Description |
|---|---|
| Vendor | Choose the vendor from the list. If the desired vendor does not appear in the dropdown, add the vendor to the Vendor record. |
| PO Number | Input the material’s PO number generated outside of Steer. |
| PO Unit Cost | Set the material cost per unit |
| Delivery Date | Set the material’s date of delivery. |
Once done, click Approve.
Next Article: Materials Receiving: Receiving Materials
Previous Article: Purchase Order: Approving and Generating PO Details
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
Updated on: 27 / 07 / 2022