Where is the Purchase Order Requests section located?

1. Log into CRM and go to the left-side menu

2. Scroll down and click on the Warehouse Management

3. Then click on Purchase Order Requests.

How to create and set up a new Purchase Order Request

1. Go to the Manufacturers section and add a manufacturer, please check the following helpdesk article: Manufacturers

2. Then, set up a query product, by following the steps described in this helpdesk article: Query Products

3. Ultimately, go to the Purchase order request and click on the + Create new button

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4. Fill in all the fields for each part of the page as explained in the next topics

5. Once all details have been included, click on the Save button

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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:

Query products

Once a product has been added in the previous section, the below fields will be displayed in order to be configured

Destination warehouse

In this part, users have to select Warehouse

Additional information

Any additional information should be added to this last area