Consignment Portal Training: Creating and Submitting POs

Creating and submitting purchase orders (POs) in the Consignment Portal is a straightforward process. It starts by selecting the materials needed for a job from the "on hand" tab. You can add materials by using toggle arrows or typing in the quantities directly. As materials are added, the order builds on the right side of the screen. Once all items are selected, a unique PO number is assigned, and the "take material" button is clicked to move the PO into the "awaiting invoice" tab. This is where you can adjust quantities if needed, like returning unused materials back to inventory. After confirming everything is correct, the PO can be billed individually or combined with others into a master PO for submission.