Quick Guide - Confirming a Purchase Order
To Confirm a Purchase Order you will need to login to the Inzant Sales backend system, find the order & manually confirm the order.
- If your purchase orders are normally emailed to you, then you can confirm a purchase order at any time by simply opening the email and clicking "Reply" and sending the email (Inzant will pickup the subject and confirm the order based on your reply). If you lose or accidently delete the email then you can use the attached guide to manually confirm the orders using the Inzant Sales Web Client.
- If your purchase orders are imported into an accounts package then it can happen from time to time that an order is manually keyed into the accounts system prior to it being ready to export from Inzant, opening up the potential for the order to be inserted and duplicated. Using the attached guide you will learn how to quickly & easily confirm orders, preventing them from exporting to your accounts package & causing duplicates.
Finding the Order to Confirm
- Login to your Inzant Sales admin system
- Click on the "Orders" sidebar menu option, and click on "Purchase Orders"
- Search for the Purchase Order using the search bar (you can search using the retailer name or the purchase order number).
- Double click on the order line to open the Purchase Order Details screen. Once open you should see the "Confirm" button (green tick icon) as an option in the top right of screen. Click this now to Confirm the purchase order.
Once the order is confirmed it will no longer get included in the daily notification emails as being requiring attention.
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