Please find attached below the topics discussed on this page:
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Where is the Purchase Order Requests section
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located?
Where is the Purchase Order Requests section located?
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Log into CRM and go to the left-side menu
Scroll down and click on the Warehouse Management
Then click on Purchase Order Requests.
How to create and set up a new Purchase Order Request
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Go to the Manufacturers section and add a manufacturer, please check the following helpdesk article: Manufacturers
Then, set up a query product, by following the steps described in this helpdesk article: Query Products
Ultimately, go to the Purchase order request and click on the+ Create new button
Fill in all the fields for each part of the page as explained in the next topics
Once all details have been included, click on the Create Save button All Purchase Order Requests, already created, will be listed on the Purchase Order Requests main page as per
CRM Product
In this section, users need to type the product name and pick one from the options in the drop-down menu, as in the below example:
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Query products
Once a product has been added in the previous section, the below fields will be displayed in order to be configured
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Destination warehouse
In this part, users have to select Warehouse
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Additional information
Any additional information should be added to this last area
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