Purchase Order Flow Type
To Configure the Purchase Order Flow Type, click on the “Configure” button on the Company page.
The Purchase Order Flow Type determines what steps an order goes through from the initial request submitted in the portal to receiving that order into inventory as an asset. There are three types: Disabled Purchase Orders, Single Issue Order Flow, and Multiple Issues Order Flow.
Disabled Purchase Orders
If this configuration is selected, Checkout will simplify order flow and disable purchase orders, submitting to vendors and invoices entirelyIdeal for those who have an alternate PO system. This option allows you to use Checkout mainly to facilitate organizational orders without generating a Purchase Order.
Single Issue Order Flow
If this configuration is selected, Checkout will do all the order operations within a single ticket. This is the traditional method, best suited for situations where vendors won't be logging into the portal to view their Purchase Orders or produce invoices.
Multiple Issues Order Flow
If this configuration is selectedFor every unique vendor item requested, Checkout will separate purchase order and invoice functions into separate tickets for vendor and accounting roles respectivelyproduce a linked issue along with a purchase order. This method ensures each vendor views their respective purchase order when accessing the digital order via the portal. Additionally, vendors can generate invoices corresponding to these purchase orders.
Template Layout
To Configure the Purchase Order Template Layout, click on the “Configure” button on the Company page.
Choose which template layout you wish to use, add any Notes & Instructions, and any Additional Pages, then click “Save” to save your changes.
Disable Checkout
If you wish to disable Checkout on this project, click the ‘…' in the upper-right hand corner of the Company page and click “Disable Checkout.” This does not delete any data (settings, items, assets, departments, etc.). This does not delete Checkout from your project. It removes Checkout from the project’s portal. You will not see the Checkout hub. However, Checkout will still exist in your project settings, with all of the data still present.