Prerequisites
Create, edit, and view access to the Purchase Orders section.
Step-by-Step Instructions
Step 1: Open the Order
Navigate to the "Purchase Section" in the left-side menu. Click on "Orders" to open the PO page.
Select the order you want to resend by clicking on the order number from your landing page.
Step 2: Resend to Supplier
Go to "Actions" and click on "Resend to Supplier" to email the purchase order to the vendor.
FAQs
Why does the "Sent to Supplier" status not match the email history in ProcureDesk?
When managing orders in ProcureDesk, it's possible for an order to show the status "Sent to Supplier," but the action might not appear in the Email History tab, nor is the supplier notified. This discrepancy arises due to the two distinct options available when marking an order status as "Sent to Supplier."
Understanding "Sent to Supplier" Options
Update the Status Only: When this option is selected, the purchase order (PO) status in the system is updated to "Sent to Supplier," but no actual email is sent to the supplier. As a result, you will see "Sent to Supplier" listed in the audit trail history; however, the Email History tab remains empty.
Send the Purchase Order Via Email: This option not only updates the status to "Sent to Supplier" but also triggers an email to the supplier containing the PO. The email is logged under the Email History tab, providing a trackable communication record. To ensure successful delivery and logging, you must use this second option.
What should I do if the vendor still doesn't receive the order?2. Why does the "Sent to Supplier" status in the system differ from the email history?
The "Sent to Supplier" status might show even if no email was sent. This could occur if the "Update the Status Only" option was chosen instead of "Send the Purchase Order Via Email." Check the Email History log to ensure the email was sent.
Contact ProcueDesk Support for assistance.
Verify that the correct option was chosen during the initial "Sent to Supplier" action to ensure the email was properly sent and logged.